This article introduces the Initiator Guide, designed for base-level users responsible for starting vendor onboarding in PaymentWorks. Learn what your role includes and how to navigate the platform effectively.
Key Features for Initiators
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Manage Invitations: Central place to track all sent invitations.
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Status Tags: Quickly see where each invitation is in the process.
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Manage Notifications: Initiator specific email notifications sent by the system to alert when different stages are reached.
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Role-Based Access: Initiators can send invitations but cannot approve vendors or view sensitive vendor banking data.
Best Practices
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Always check for duplicate vendors before sending a new invitation.
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Use the Invitation Message field to include helpful details for your vendor.
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Regularly review the Manage Invitations page to ensure timely follow-ups.
Download the Guide
Please click on link below to download the Initiator Guide
Related Articles / Next Steps
Need Additional Assistance?
If you need further help or encounter additional issues, please contact PaymentWorks Support. We’re happy to assist!