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Treasury: Create a New Payment or Template
Part 2 of 5: Info & Users
If you are creating a template, you need to fill in a unique name for the template and
decide which users an access it.
1.
Create a unique template name.
2.
Indicate which users can access this template by finding their name using the
search bar or checking the box next to their name.
3.
Click the
Next
button.
The “Part 2 of 6: Info & Users” section is only for people creating a
template. If you are sending a one-time payment, skip to “Step 3 of 6:
Recipient & Amount.”
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