Participants

A Universal category appears at the top of the Select Company dropdown menu. Universal will only display in the menu after a master user or sub user has at least 1 company created.

This allows the master users and sub users to assign participants and participant accounts to the new Universal category which, in turn, allows certain participants to be viewed regardless of the company that is chosen.

When creating an ACH batch, master users can add participants belonging to the selected company, as well as participants belonging to Universal. When adding a participant to a batch, master users will see all participant accounts belonging to the selected company organized in alphabetical order, as well as all the participant accounts belonging to Universal in the Participants drop-down menu.

Also, when creating an ACH batch, sub users can add participants belonging to the selected company, as well as participants belonging to their master user’s Universal category. When adding a participant to a batch, sub users will see all participant accounts belonging to the selected company and all of the participant accounts belonging to the master user’s Universal category in the participants drop-down menu.