Integrated Payables: User and Company Settings
Learn how to add users and edit company settings in Integrated Payables.
Elizabeth Hughes
11 steps
58 seconds
Ucbi
1
To begin, log in to online banking and select **Commercial Functions** from the left navigation menu.
2
Next, select **Integrated Payables** from the **Commercial Functions** dropdown.
Welcome to the Integrated Payables dashboard! This service brings all your payments (ACH, checks, etc.) into one system and automates the process—making your team’s job easier, more secure, and more efficient.
3
Click your circled initials in the top right corner to view settings.
Review and edit your company information on the Company Settings page.
4
Review and edit your company information on the Company Settings page.
United's treasury management support team will sync your company's accounting software during account set up.
5
Next, click the **Manage Users** tab to edit and add new users.
6
On this page, you can manage users. Click on a users name to make edits to their profile.
7
If you'd like to add a new user, click the **Add New User** button.
8
Enter the new user's email address and click **Continue** to add additional details.
9
Fill out the additional information including assigning the user role. Choose from invoice approver, accounting manager, payment approver, and read only. Add a secondary role if desired.
10
Enter the user's phone number and select their desired method for receiving two factor security codes.
11
When you are finished adding the new user, click the **Save** button.
Integrated Payables: User and Company Settings
Learn how to add users and edit company settings in Integrated Payables.
Elizabeth Hughes
11 steps
58 seconds
Ucbi
1
To begin, log in to online banking and select **Commercial Functions** from the left navigation menu.
2
Next, select **Integrated Payables** from the **Commercial Functions** dropdown.
Welcome to the Integrated Payables dashboard! This service brings all your payments (ACH, checks, etc.) into one system and automates the process—making your team’s job easier, more secure, and more efficient.
3
Click your circled initials in the top right corner to view settings.
Review and edit your company information on the Company Settings page.
4
Review and edit your company information on the Company Settings page.
United's treasury management support team will sync your company's accounting software during account set up.
5
Next, click the **Manage Users** tab to edit and add new users.
6
On this page, you can manage users. Click on a users name to make edits to their profile.
7
If you'd like to add a new user, click the **Add New User** button.
8
Enter the new user's email address and click **Continue** to add additional details.
9
Fill out the additional information including assigning the user role. Choose from invoice approver, accounting manager, payment approver, and read only. Add a secondary role if desired.
10
Enter the user's phone number and select their desired method for receiving two factor security codes.
11
When you are finished adding the new user, click the **Save** button.
