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Create account groups in Pay Portal

What are account groups?

Account groups can be created to restrict access to specific accounts, ensuring that only selected users in the company can view the accounts and receive notifications for payments requiring approval within the assigned account group. Users without access to an account group will not see these accounts in the Pay Dashboard.

To create or modify account groups, you must be an administrator. If you have questions about administrator access for your company, please contact our customer support at support@aritma.com.

If you choose to create one or more account groups, it is important that all company accounts are assigned to a group. If an account is left out, it will not be possible to make payments from that account.


How to create account groups

  1. Go to https://pay.aritma.app

  2. Under “Administration”, select “Settings” and then “Account Groups.”

 

3. Click “Create new account group” and enter the desired name for the group.

4. Etter at kontogruppen er opprettet, kan du endre på oppsettet av kontogruppen ved å trykke "Edit"

  • Select all users who should have access to the account group under “Users” (1)
  • Select all accounts to be included in the account group under “Accounts” (2)
  • When finished, click “Done” (3)