Automatically nominate administrator users to a verified bank account

A Bank Authorized User can set the bank account to automatically nominate current and new Administrator Users to a verified bank account:

  1. Click the gear icon
  2. Under Your Company, click Bank Accounts
  3. Click the bank account number
  4. Click the edit icon
  5. Check the box Automatically Nominate Admins
  6. Click Save

Things to know

  • Nominated Users will need to complete identity verification
  • When a nomination is pending, an action item will be displayed to indicatr to Complete set up for bank
  • When Automatically Nominate Admins is enabled, a new Administrator User added to the account will automatically be nominated to use that bank account
  • Users with roles other than Administrator can be nominated individually, so long as the role has Pay permissions