Get authorized to pay bills

If a bank account has been set up by another user in the account, other users can be nominated by someone who is already authorized to use that bank.

Requesting a nomination to use a bank account

  1. Click the gear icon
  2. Under Your Company, click Bank Accounts
  3. Click the Account Number of the bank you want to nominate use of in
  4. Scroll to view the current Authorized Users
  5. Request an Authorized User to nominate you or another user(s) to become an authorized user of that bank account

After being nominated, a Nominated User will be sent an email with the next steps to complete their authorization process.