Adding collaborators

Collaborators are users who will have access to the PayMaker account without needing access to online banking. There are four (4) roles a collaborator can be assigned:

  • Accountant
  • Approver
  • Clerk
  • Auditor (View only)

Setting up a collaborator

  1. Click settings
  2. Click Users under Permissions
  3. Click Add Collaborator
  4. Enter user details
    • First Name
    • Last Name
    • Email - this will be used to login to the account
    • Select the user's time zone
  5. Assign role
  6. Click Save

Once a collaborator user has been added, they will receive an email with login instructions. When they get to the login page, they will be prompted to create a password.

Role Permissions for Collaborators

Permission Accountant Approver Clerk Auditor
Approve Bills/Vendor Credits Yes Yes No No
View Vendor Yes No Yes Yes
Manage Vendor Yes No Yes No
View Bill Yes No Yes Yes
Manage Bill Yes No Yes No
View Payments Yes No Yes Yes
Record Payments made outside of PayMaker Yes No Yes No
Pay approved bills via PayMaker No No No No
Pay unassigned bills via PayMaker No No No No
Pay unapproved bills via PayMaker No No No No
Manage Company Info No No No No
Manage User No No No No
Sync with Accounting System Yes No No No
View Reports Yes No No Yes

Things to know

  • Collaborator users will login from a login page:
  • Collaborator users will not have access to the bank account and do not have pay permissions
  • If needing assistance with adding online banking users, contact online banking support

If you do not see the described feature available in PayMaker, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for PayMaker and upgrade accordingly or contact the Administrator of your PayMaker account. Changes in monthly user fees may apply.