Assign a User to a Business Unit

Business unit users must be part of one of these predefined payment groups:

• Payment Administrator or
• Payment Service Owner and be part of a group that represents the industry. A business unit can only serve one industry or
• Business Unit Manager and be part of a group that represents the industry. A business unit can only serve one industry.

For details about required privileges, see Predefined Payment Groups.

Assign a User from the Onboarding Checklist

1. From the onboarding checklist, click Add next to Set up Business Units.
   1. If the business unit has already been set up, continue by clicking the business unit, clicking Edit.
   2. If the business unit has not been set up, click Set Up
2. Select one or more users that should have access to the business unit.
3. Click Update.

Assign a User from Business Management

1. Click Business Management at the bottom of the dashboard, click the business, and then click the business unit you want to assign a user to.
2. Click Edit.
3. Select one or more users that should have access to the business unit.
4. Click Update.
   

Tip: You can select the Business Unit tab on the Business Management page to see all available Business Units and search.

Limited Business Unit Access

If you have users that manage Business Accounts, it is possible to give limited access to the Business Unit so they can add new Business Accounts to it.

1. Click Business Management at the bottom of the dashboard, click the business, and then click the business unit you want to assign a user to.
2. Click Edit.
3. Under Business Account Users,select one or more users that should have access.
4. Click Update

Parent topics: Assign Account Structure Access , Business Units