Overview of System Transition
As part of our transition to the new Business Online platform, your company’s Bill Pay experience and existing profile will remain unchanged once launched. However, to ensure seamless governance and security during this upgrade, one primary individual has been designated as the Administrator responsible for your organization's Bill Pay profile.
As the designated Administrator, you are responsible for accessing the system and delegating rights to other company users who require bill pay capabilities.
Step 1: Accessing Business Bill Pay
To access your organization’s Bill Pay profile for the first time in the new system:
Log into the new Business Online platform.
Navigate to the Transfers & Payments menu in the main navigation bar.
Select the Business Bill Pay tile.
Once launched, you will see that your Bill Pay profile, payee lists, and recurring payments remain exactly as they were before.
Step 2: Enabling Additional Users
Note: Other users will not be able to log into Bill Pay until you, as the Administrator, have enabled their access in the Bill Pay User Rights Administration portal.
To grant access to other team members or manage funding accounts, follow these steps:
Return to the main Business Online interface.
Navigate back to Transfers & Payments.
Select the Business Bill Payment Admin tile.
This action opens the Bill Pay User Rights Administration portal, where you can assign user roles, manage entitlements, and configure funding accounts.
Understanding User Permission Levels
When assigning rights to team members in the Bill Pay User Rights Administration portal, you can select between two primary user operational levels:
Role Level | Access Type | Operational Authority | Approval Requirement |
Level 2 User | Independent | Can create, edit, schedule, and issue bill payments directly. | No approval required. Payments are processed immediately upon submission. |
Level 3 User | Restricted / Managed | Can initiate bill payments and create transfer requests. | Requires approval. All initiated payments must be approved by an Administrator or Level 2 User before execution. |
Next Steps & Support
Please complete your user access setup in Bill Pay User Rights Administration as soon as possible to ensure unhindered workflow for your team.
If you require assistance please call Cash Management at 781-783-1701.