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Edit Services


4.1 Edit Services − User

Click the edit button from the User Services Summary pages to edit a user's services for that module. You may edit the following services in the Self Service application:

  • Information Reporting
  • Account Management
  • Receivables (Lockbox)
  • ACH
  • File Transfer
  • Self Service

  1. Click the Edit button on the User Services Summary page.
  2. To select all services and accounts available to this user for the module, check Select All.
  3. Check the applicable services for the desired account(s). Enter any other data and click Save.
  4. Use the arrow buttons to select a row or column.

    Edit Services - Account


4.2 Edit Services - Account

You may also edit services for multiple users at once on a particular account.

  1. Click the Edit button from the Account Services Summary page to edit multiple users' services for your account.
  2. To select all services and users available to your account for the module, check Select All.
  3. Check the applicable services for desired user(s), enter any other data, and click Save.
  4. Use the arrow buttons to select a row or column.

    Edit Services - Account