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    Limiting user access to the banking section within Payment Center

    Products:

    Payment Center - Banking


    Description


    How do I restrict user access to the banking section of Payment Center?


    Resolution:


    The banking portion of Payment Center is tied to a particular Paya Exchange portal login information. The credentials used to access Payment Center will display exclusively what has been configured in the banking center for the user whom these credentials belong to.


    If a primary user shares his or her login information across roles or users, all of those users and roles will see what was configured for that primary user. This means, if the primary user has access to Banking Center, so will the additional users.


    The best way to segment access to the banking section is to create a separate login for each user in Sageexchange.com. And each newly created credentials should be used to access Payment Center for the appropriate role and privileges. You may create as many users as you wish. 


    Please refer to the user management section of the following article for assistance with creating users in the Paya Exchange portal.

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