For Company Administrators

As a company administrator, you can create a security group that grants the ability for other affiliated users to manage payment sources. Once the security group is created, it must be manually applied to intended users.

Step 1: Navigate to the Security Group Management screen in eModal (Administration → Security Group Management)

Step 2: Select the correct company, and click ADD

Step 3: Expand the menu (eModal → Administration) and select Payment Source Management. Click CREATE

Step 4: Select the newly created security group, and click Add Users. Select one or more users, and click ADD.