Audience: MineralTree Administrator
Summary: Reviews what the MineralTree Administrator can change within the Customer Administrator Application with links to the relevant articles.
Overview
There are two main areas a MineralTree user can access as an administrator. The Company Information tab and the Manage Users tab. In these areas, there are several settings that can be changed in regards to security, invoice and payment approval, users and company information. Your MineralTree Admin can access the Admin section of MineralTree, under Company Settings. Below is a comprehensive list of all the things that can be changed under those two tabs.
Company Information tab
- Company Contact Information
- Check Signature (contact Support if the check signature needs updated)
- Remittance message
- Remittance Memo Line
- Check Memo Line
- Transaction limits (view only if applicable)
- Current connected bank & card accounts (view only)
- Two-factor authentication
- Invoice Approval
- Payment approval configuration
- Settings
Manage Users tab
- Add a user
- Remove a user
- Edit a user
- Change a user's role
- Reset a user's password
- Change a user's 2-factor authentication phone
Company Contact Information
Company contact information will change your company's name and address (which will also change the name and address that appears on any checks processed through MineralTree.
Remittance Message
The remittance message that you enter under the Company Information section is a global setting and will appear on the remittance detail sent to your vendors. It has a 200 character limit.
Remittance Memo Line
The Remittance Memo Line refers to what information should be displayed on the remittance stub your vendor receives upon the authorization of the payment. You can choose the account number (which comes from the Vendor Details Page) or the Invoice Memo (which is created on the Invoice Details Page while coding the invoice). See this article for more information.
Check Memo Line
The Check Memo Line refers to what information should be displayed on the remittance stub your vendor receives attached to the physical check. You can choose the account number (which comes from the Vendor Details Page) or the Invoice Memo (which is created on the Invoice Details Page while coding the invoice). See this article for more information.
Add a User
MineralTree Administrators can add and remove users as long as they are not other Administrator users. If you need to add or remove an admin user, you must contact MineralTree support.
1. Navigate to Settings > Manage Company Settings. You will be prompted to enter your 2-factor authentication code to go further.
2. From here, click on the Manage Users tab.
3. Select Add New User
4. Enter the user's email address and press Continue.
5. Fill in the appropriate fields and click Save.
To determine which role this user should have, please reference User Role Descriptions.
To change the global 2-factor authentication settings, reference this article on two-factor authentication settings.
Remove a User
MineralTree Administrators can add and remove users as long as they are not other Administrator users. If you need to add or remove an admin user, you must contact MineralTree support.
1. Navigate to Settings > Company Settings. You will be prompted to enter your 2-factor authentication code to go further.
2. From here, click on the Manage Users tab.
3. Find the user you want to remove, and click on that user's name.
4. Next select the Remove button.
Edit a User
Users can be managed under the Manage Users tab, located under Settings > Manage Company Settings.
The following attributes can be adjusted here by clicking on the user name:
- status
- name
- phone number
- user role
- security settings
- password
If a user ever makes too many consecutive failed logins, their profile is locked and must be unlocked by an administrator or MineralTree Support. To unlock a user as an administrator, edit the user and change their "Status" from "Locked" to "Active." The user will then automatically be sent a password reset email.
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