The PaymentWorks Payer Training Guide is a comprehensive resource designed to support payer users as they begin their journey with PaymentWorks. This all-inclusive guide covers everything you need to know, from understanding the platform to managing daily operations effectively. Whether you’re an administrator, approver, or user responsible for payee onboarding, this guide ensures a smooth and successful start.
Key Highlights
- PaymentWorks Overview: Gain a clear understanding of the platform’s purpose, features, and benefits for managing payees and payments.
- Roles and Permissions: Learn about user roles, permissions, and how to assign access levels to team members.
- Navigating the UI: A walkthrough of the PaymentWorks interface to help you find what you need quickly and efficiently.
- Administrator Duties: Detailed instructions on configuring your organization’s account, managing users, and maintaining control over the system.
- Payee Onboarding: Step-by-step guidance on sending invitations, tracking progress, and ensuring successful payee registration.
- Managing Registrations: Insights into reviewing, approving, and troubleshooting registrations, with best practices for accuracy and efficiency.
- And More: Additional topics include leveraging reporting tools, setting up workflows, and integrating with your ERP system.
Start Your Journey
Access the PaymentWorks Payer Training Guide and equip your team with the tools and knowledge to master the PaymentWorks platform.