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Commercial: Creating a New Payment or Template
Part 2 of 7: Info & Users
The Info & Users section is used for people that are setting up a template. You
will need to enter a template name and decide what users will have access to the
template.
1.
Create a unique template name.
2.
Indicate which users will have access to 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 7 - Info & Users
section is only for people who are
creating a template. If you are sending a one-time payment skip to
Part 3 of 7 - Recipient & Amount.
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