Assign Locations to a Business Account

Link locations to a business account so that funds are routed to the correct bank account.

For details about required privileges, see Predefined Payment Groups and Privileges.

Note:

• You must be a user of the business account to assign locations, meaning you have full control of the account.

• You must have access to the location to assign it.

• A location can only be assigned to one business account.

• A location must belong to the same country as the business to assign it to a business account.

• Only locations with complete address details can be linked to a business account.

Assign from the Onboarding Checklist

1. Click Assign, and then click Assign Location for the business account you want to assign the location to.

2. Select one or more locations and then click Continue.

   You can specify if you only want to assign some sublocations rather than all of the sublocations under a parent location. Click action next to the parent location and then make your selections.

3. Review your selection and then click Assign Locations to complete the process.

4. To return to the onboarding checklist, click home and then click Onboard a new business.

Assign from Business Management

1. Click Business Management at the bottom of the dashboard, click the business, click the business unit, click the business account you want to assign a location to, and then click Assign Location.

2. Select one or more locations and then click Continue.

   You can specify if you only want to assign some sublocations rather than all of the sublocations under a parent location. Click action next to the parent location and then make your selections.

3. Review your selection and then click Assign Locations to complete the process.