How to add and set permissions for users in ePayPolicy

Learn how to quickly add and configure user permission levels for your ePayPolicy account.

Written by Anne Clark

Last published at: March 26th, 2024

This article will guide you through the process of adding users and adjusting user permissions within the ePay Policy Dashboard. With our step-by-step instructions, you'll be able to efficiently control user access.


 1. Login to the ePay Dashboard at https://app.epaypolicy.com/



 

2. Click the Accounts tab in the left navigation menu.



 

3. Click the Users tab on the right navigation menu. 

Keep in Mind

If you have access to more than one ePay Policy account, after clicking the Accounts tab, you will see a list of all accounts you can access. To proceed, you must click on the account name of the account that you want to add a user to. 


 

4. Type an Email Address into the text field on the right.

Keep in Mind

You must have the “Manage the Account and User” permission to add users to your account. If you don't have the proper permission to add users, consult your account administrator or reach out to support at support@epaypolicy.com. 

 


5. Click Add User. You will now see the newly added user in the list of users with no permissions set. The user added will get an email with instructions to set up a password and login to the ePay Dashboard.



 

6. Click Edit to adjust permissions. A pop up window will appear. You can enable a permission by clicking No. This will slide the selection to the Yes position.


Note

See the reference chart below for an explanation of each permission and notification.

#
Name
Description 
Permissions
1 Manage the Account and User Enables a user to add additional users, as well as, edit and remove users. 
2 Co-Sign Payables    Enables a user to function as a required Co-Signer for authorizing outgoing payables. The user will get email and dashboard notifications when a co-signer is required.
3 Void and Refund Transactions    Enables a user to void or refund for any transaction.
4 Can use CheckMate Enables a user to access the CheckMate feature within the Dashboard.
5 Can use Payables Connect Enables a user to access the Payables Connect feature within the Dashboard.
Notifications
6 Payments    The user receives an email notification each time a payment is received. Each user has access to edit this permission for their own account. 
7 Payables The user receives an email notification each time a payable is completed. Each user has access to edit this permission for their own account. 
8 Batches The user receives an email notification each time a batch is received. Each user has access to edit this permission for their own account. 
9 Voids, Refunds, ACH Returns, and Chargebacks The user receives an email notification each time a void, refund, ACH return or chargeback occurs. Each user has access to edit this permission for their own account. 
10 Monthly Statements The user receives an email notification each time a monthly statement is available. Each user has access to edit this permission for their own account. 
11 Integration Errors The user receives an email each time an integration error occurs. This setting is only visible on accounts that have an integrated payment page. Each user has access to edit this permission for their own account.