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
Note: users with the Admin role CANNOT be modified by company admins. Refer to Managing Admin Users for assistance with modifying those users.
Status
- Pending - user cannot login - this can be used to "stage" users by setting them up in advance and then setting them to "active" once ready.
- Active - user can login - this is the normal user status.
- Locked - user cannot login (typically caused by excessive logins, can also be used to bar entry)
Name
The user's first name and last name. These are used for display purposes within the application.
Phone Number
- Choose the phone number Country Code - this defaults to United States (+1)
-
Set up one to three phone numbers for the user to be used for 2FA.
- Delimiters: Phone numbers can be delimited as you prefer (e.g. with spaces, periods, dashes, or no delimiters e.g. 617.555.1234 or 617 555 1234 or 617-555-1234)
- Filler Values: If you don't yet have a valid phone number, you may enter a filler value of any valid area code + 555 5555. Bear in mind you will need to provide a valid number later so the user can complete 2FA prompts required by password updates.
- Choose a preference of SMS or voice for each number
- If multiple phone numbers, select which is the primary number (users can also change this themselves while logging in by clicking "change security method")
User Role
Determine the user's role and second role, if applicable.
Security Settings
This section mostly serves as an indicator of how company 2FA settings govern the user's 2FA requirements.
The radio button labeled "Two Factor" works in the following manner:
- Enable - standard operation: user is subject to 2FA requirements as determined by company settings.
- Temporarily Disable - for 24 hours, the user's 2FA requirements for login and payment approval (where applicable) are disabled. Use of this setting is logged on the Alerts log for auditing purposes. This does NOT disable the 2FA requirement for password resets.
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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