PaymentWorks Configuration Guides

The PaymentWorks Configuration Guides are designed to assist administrators and key users with configuring and managing essential platform features. These guides provide step-by-step instructions and best practices to help you customize your PaymentWorks account to meet your organization’s needs.

Each guide focuses on a critical area of the platform, making it easier to navigate and implement specific configurations. Click on the individual guide titles below to access the full documentation.

Available Guides

1. Part 1 - Roles and Permissions
   Understand the roles available in PaymentWorks and how to assign permissions to users. This guide includes best practices for setting up user access to ensure security and proper role-based workflows.

2. Part 2 - Approvals
   Learn how to configure and manage approval workflows, including creating rules, assigning approvers, and understanding the approval process within PaymentWorks.

3. Part 3 - Managing Users
   A comprehensive guide to managing user accounts, including adding new users, deactivating accounts, and troubleshooting user access issues.

4. Part 4 - Invitation Settings
   Step-by-step instructions for customizing your invitation settings, including default messaging, invitation templates, and automation options.

5. Part 5 - Setup and Manage Portal Settings
   Guidance on configuring your organization's portal settings to align with your branding, workflow requirements, and supplier engagement strategies.

Getting Started

These guides are designed to work together as a complete resource for configuring your PaymentWorks platform. Start with Part 1 - Roles and Permissions and follow the sequence, or jump to the section that meets your immediate needs.

For additional help, explore the PaymentWorks Knowledge Base