--- title: "Payer Getting Started with PaymentWorks: Quick Reference Guide" description: Welcome to PaymentWorks! This guide provides a high-level overview to help you get started with your PaymentWorks environment, including login instructions, key resources, and an overview of essential --- [Skip to content](https://help.paymentworks.com/knowledge-base/payer-getting-started-with-paymentworks-quick-reference-guide#main-content) [![PW Logo\_light\_Green\_ White](https://help.paymentworks.com/hs-fs/hubfs/2026%20PaymentWorks%20Brand%20Guidelines/PW%20Logo_light_Green_%20White.png?width=200&height=34&name=PW%20Logo_light_Green_%20White.png)](https://www.paymentworks.com/) - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) Open main navigation Close main navigation - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) - [Contact Support](https://help.paymentworks.com/contactsupport) [Contact Support](https://help.paymentworks.com/contactsupport?hsLang=en) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.paymentworks.com/knowledge-base?hsLang=en) 2. [Payer Knowledge Base](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en) 3. [Frequently Asked Questions (FAQs)](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#frequently-asked-questions-faqs) # Payer Getting Started with PaymentWorks: Quick Reference Guide Welcome to PaymentWorks! This guide provides a high-level overview to help you get started with your PaymentWorks environment, including login instructions, key resources, and an overview of essential features. --- ### **Getting Access to PaymentWorks** Your organization’s PaymentWorks environment uses Single Sign-On (SSO) for secure access. To log in, use your SSO credentials. Upon first login, you will have base role access. Work with your organization’s Administrator to assign the appropriate roles and permissions. For additional help, visit the [**PaymentWorks Help Center**](https://help.paymentworks.com/knowledge-base?hsLang=en) within the platform by clicking the **Help** link in the top-right corner of the PaymentWorks UI. The Help Center provides access to: - The **Knowledge Base** with dozens of articles and videos. - The option to contact **Support** for further assistance. ![](https://help.paymentworks.com/hs-fs/hubfs/image-png-Dec-11-2024-06-00-18-8187-PM.png?width=670&height=584&name=image-png-Dec-11-2024-06-00-18-8187-PM.png) --- ### **How-To Videos** The following video tutorials cover essential PaymentWorks processes. Suggestions for target audiences are listed in parentheses: #### **Getting Started** 1. [**Introduction to PaymentWorks**](https://help.paymentworks.com/knowledge-base/introduction-to-paymentworks-video?hsLang=en) (All roles) 2. [**Sending Invitations**](https://help.paymentworks.com/knowledge-base/sending-invitations-video?hsLang=en) (All roles) 3. [**Approving Invitations**](https://help.paymentworks.com/knowledge-base/approving-invitations-video?hsLang=en) (Procurement, Vendor Approver, Admin) #### **Vendor Onboarding and Registration** 1. **[Introduction to Profile Manager](https://help.paymentworks.com/knowledge-base/paymentworks-training-profile-manager-overview?hsLang=en)** (Procurement, Vendor Approver, Admin)  2. **[Reviewing Payee Profiles](https://help.paymentworks.com/knowledge-base/paymentworks-training-reviewing-payee-profile-submissions?hsLang=en)** (Vendor Approver, Admin) 3. [**Registration Routing**](https://help.paymentworks.com/knowledge-base/registration-routing-in-non-integrated-environments-video?hsLang=en) (Vendor Approver, Admin) **Registration and Profile Management** 1. **[Approving Data Changes](https://help.paymentworks.com/knowledge-base/paymentworks-training-data-changes?hsLang=en)** (Vendor Approver, Admin) 2. [**Manually Connecting Payees**](https://help.paymentworks.com/knowledge-base/manually-connecting-registrations-video?hsLang=en) (Vendor Approver, Admin) #### **Reporting and Permissions** 1. [**Reporting**](https://help.paymentworks.com/knowledge-base/reporting-role-dashboards-video?hsLang=en) (All roles) 2. [**Reviewing Roles & Permissions**](https://help.paymentworks.com/knowledge-base/roles-and-permissions-video?hsLang=en) (Admin) #### **Payment and Integration** 1. **[Introduction to the Payment File Tracker](https://help.paymentworks.com/hubfs/Training%20Videos/Introduction%20to%20the%20Payment%20File%20Tracker.mp4?hsLang=en)** (Payments Approver) 2. **[Reviewing and Approving Payments](https://help.paymentworks.com/hubfs/Training%20Videos/Reviewing%20%26%20Approving%20Payments.mp4?hsLang=en)** (Payments Approver) --- ### **Additional Training Resources** For a deeper dive into PaymentWorks features and workflows, explore the following training materials: #### **Training Guides** - [PaymentWorks Payer Training Guide](https://help.paymentworks.com/knowledge-base/paymentworks-payer-training-guide?hsLang=en) #### **Video Tutorials** - [PaymentWorks Training - Onboarding Overview](https://help.paymentworks.com/knowledge-base/onboarding-overview-video?hsLang=en) - [PaymentWorks Training - Integrations: Manual Connections](https://help.paymentworks.com/knowledge-base/manual-connections-for-integrations-video?hsLang=en) - [PaymentWorks Training - Integrations: Registration Routing](https://help.paymentworks.com/knowledge-base/integrations-registration-routing-video?hsLang=en) --- ### **Technical Requirements** To better understand the technical setup and requirements for a smooth implementation, review the following guide: - [Overview of Technical Requirements for a Standard PaymentWorks Implementation](https://help.paymentworks.com/knowledge-base/overview-of-technical-requirements-for-a-standard-paymentworks-implementation?hsLang=en) --- For any questions or assistance, reach out to your organization’s Administrator or visit the **Help Center** in your PaymentWorks account. - [Payee Knowledge Base](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#main-content) - [Verification Process & Document Uploads](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#verification-process-document-uploads) - [Account Login & Updates](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#account-login-updates) - [Invoices & Payments](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#invoices-payments) - [Invitations & Customer Registrations](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#invitations-customer-registrations) - [Account Creation & Onboarding](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#account-creation-onboarding) - [Payee Profile](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#payee-profile) - [Manage Your Data](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#manage-your-data) - [Customer Table & Quick Connect](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#customer-table-quick-connect) - [Payment Methods & Bank Information](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#payment-methods-bank-information) - [FAQs](https://help.paymentworks.com/knowledge-base/payee-knowledge-base?hsLang=en#faqs) - [Payer Knowledge Base](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#main-content) - [Product Releases](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#product-releases) - [Profile Manager](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#profile-manager) - [Platform Updates & Announcements](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#platform-updates-announcements) - [Sending Invitations & Reviewing Payee Status](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#sending-invitations-reviewing-payee-status) - [New Vendor Registrations & Updates](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#new-vendor-registrations-updates) - [Supplier & Invoice File Uploads](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#supplier-invoice-file-uploads) - [Payments & Invoicing](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#payments-invoicing) - [Training Videos](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#training-videos) - [SSO/Login & User Permissions](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#sso-login-user-permissions) - [Implementation & Configuration](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#implementation-configuration) - [Frequently Asked Questions (FAQs)](https://help.paymentworks.com/knowledge-base/payer-knowledge-base?hsLang=en#frequently-asked-questions-faqs) - [Developer Portal](https://help.paymentworks.com/knowledge-base/developer-portal?hsLang=en) - [Contact Support](https://help.paymentworks.com/knowledge-base/contact-support?hsLang=en) - [Help Center](https://help.paymentworks.com/knowledge-base/how-to-use-the-paymentworks-knowledge-base) - [Contact Support](https://help.paymentworks.com/contactsupport) [![PW Logo\_light\_Green\_ White](https://help.paymentworks.com/hs-fs/hubfs/2026%20PaymentWorks%20Brand%20Guidelines/PW%20Logo_light_Green_%20White.png?width=200&height=34&name=PW%20Logo_light_Green_%20White.png "PW Logo_light_Green_ White")](http://paymentworks.com) Copyright © 2025, PaymentWorks