Business Bill Pay is pretty different in how it’s managed from Q2. The user security levels for business bill pay are controlled from the Settings > Bill Pay Administration tile. For existing customers, the bill pay administrator may need to log in first and assign permissions and accounts. If it’s a new enrollment, they MUST sign in first and assign permissions and account access. This is done by following the instructions below.
Security Levels
- Level 1 (Admin) user is the person who enrolled for the service and who is responsible for the CheckFree Small Business account. The Level 1 user has full access to all product functionality and must approve some tasks initiated by Level 2 and Level 3 users.
- Level 2 user can commit to expenditures and approve payments initiated by Level 3 users. The Level 2 user can manage his or her own information and the information for all Level 3 users. There can be multiple Level 2 users for one small business account.
- Level 3 user has restricted access to product functionality. The Level 3 user can manage only his or her own information. There can be multiple Level 3 users for one small business account.
Permission Changes:
- Click the user
- Select the appropriate security level from the drop down
- Select the appropriate accounts form the list
- Click Submit
Administrator Changes
We do not have the ability to change the administrator easily. These changes have to be made on the database level and are not quick. A Client360 ticket is required and should include at minimum the new admins name and subscriber ID (Note: this process may need tweaked as we go through it as there are no defined instructions from Fiserv for these situations).
These are a few other things you can check to make sure the user is setup correctly before reporting issues.
- Phone number is assigned (for business, it needs to be a business number)
- Address (no special characters in the address line (@,#,$,%,&, etc.). You may need to update the address in Navigator to remedy this.
- Tax ID
- Email (check that the format is correct)
- Feature rights (only one user can be assigned the Bill Pay Admin feature right for business)
- Check PartnerCare and verify the Preferred Account and Billing Accounts are the same and that the account is open/active. Update as needed but the preferred account must be open/active.
Subscriber Profile > Accounts
If changes are required, click on the account you wish to designate as primary and billing and make the changes shown below.
Check that the level 1 user in PartnerCare matches the administrator in Console. All efforts must be made to make Console match Partnercare… that is the quickest and easiest resolution.
Subscriber Profile > Small Business User
Note: Ignore the level 1 user assigned to the business name – these don’t apply.
Subscriber Inactivation
From time to time, you may need to inactivate a subscriber. Inactivating unused subscribers keeps costs down by stopping billing for that customer. However, you should be aware of the following:
- Inactivating a Business subscriber (Sponsor ID 13326) is PERMANENT and cannot be undone by us, or Fiserv!
- Billers can not be migrated to another subscriber
- History can not be migrated to another subscriber