Step 1: Admin User Access is Required:
User access to the school's admin site is required to access the Additional Payee Payout Reports. This access can be granted in one of two different ways from the school's User page.
The User is invited and No Permissions are granted.
The User can be given access to the Business page and the module they are working in. For example they may be working with Concessions so they are granted Store access.
After an invite to the admin side of Bound has been accepted the User will login and land on the main administrative landing page.
If they have No Permissions they will not be able to access any part of the platform but will be able to access the Additional Payee Payout Reports.
If they have access to the Business Section, they will be able to click on the $ sign and enter the Store area or gain access to the Additional Payee Payout Reports.
*Note: If given Store access the User will have access to ALL Stores on that page, including Stores that are created by school admins.
Step 2: Invite the User to the Additional Payee
From the Business Page, a Bound Admin must invite the User to have access to the Additional Payee.
Click on the $ sign to open the Business page.
Click on Payees in the gray navigation taskbar.
Click the Green Arrow to enter the Additional Payee Portal.
Click on USERS in the gray navigation taskbar.
From this page you can view or send Invites by clicking on the Manage Invites button in the top right corner. These invites function just like other invites for user access in the Bound system.
Once the User has accepted their invites they will have access to the Additional Payee Payout Reports.
Click on the link to view the Help Doc on how to access those Additional Payee Payout Reports.