Business Positive Pay: How do I modify and assign sub-user roles?

You can assign roles to Positive Pay sub-users, which grants them permission to perform tasks in the Positive Pay system.

Learn how to add a sub-user for your Business account.

For the best experience with Positive Pay, we recommend using a computer (desktop view) rather than a mobile device.

From the top menu, select Manage Users.

Setting up user roles for Positive Pay, step 1

From the left Manage Users menu, select Roles.

Setting up sub-users for Positive Pay roles, step 2

Select the role you want to edit.

Assigning user roles for Positive Pay, step 3

Check the box to select Positive Pay.

Assigning user roles for Positive Pay, step 4

Select Save to save the selection or Cancel to make changes.

Assigning user roles for Positive Pay, step 5

Select Continue to accept the changes or Cancel to edit the changes.

Assigning user roles for Positive Pay, step 6

You will see a confirmation message that you have successfully updated the role.

Assigning user roles for Positive Pay, step 7

From the top menu, select Manage Users.

Assigning user roles for Positive Pay, step 1

Select the user you want to assign to a role.

Assigning user roles for Positive Pay, step 2

Select Positive Pay Roles.

Assigning user roles for Positive Pay, step 3

Select a role or roles to assign to the user.

A Positive Pay user can have multiple roles. These are defined below.

Role	Permissions
Check System Admin	Manage Account, View Issued Checks, Add Issued Checks, Edit Issued Checks, Delete Issued Checks, View Deposited Checks, View Check Exceptions, Make Check Decisions, Approve Check Decisions
Check Account Manager	View Issued Checks, Add Issued Checks, Edit Issued Checks, Delete Issued Checks, View Deposited Checks, View Check Exceptions, Make Check Decisions, Approve Check Decisions
Check Exception Specialist	View Issued Checks, View Deposited Checks, View Check Exceptions, Make Check Decisions
ACH System Admin	Manage Account, View ACH Pull, View ACH Exceptions, Make ACH Decisions, Approve ACH Decisions ACH Account Manager View ACH Pull, View ACH Exceptions,
ACH Account Manager	View ACH Pull, View ACH Exceptions, Make ACH Decisions, Approve ACH Decisions
ACH Exception Specialist	View ACH Pull, View ACH Exceptions, Make ACH Decisions

Select Save to confirm your changes.

Assigning user roles for Positive Pay, step 5

You will see a confirmation message that you have successfully assigned roles to this user.

Assigning user roles for Positive Pay, step 6