TABLE OF CONTENTS



Step 1: Access the accounts screen

  • Click the wallet icon on the top navigation bar



Step 2: Select the account you wish to add the signatory to

  • On the account list, select the account that you wish to add the signatory to



Step 3: Select ACCOUNT OPTIONS


  • On the account detail view, select ACCOUNT OPTIONS on the navigation tabs





Step 4: Under Signatories, select Add Signatory


This will show a screen listing all users belonging to the company that can be added as signatories on the account, also showing the roles assigned to them. This list of users will exclude any users that are already signatories. 



Step 5: Under Signatories, select Add Signatory

Step 6: Select add in the top right corner






The user(s) added will now be shown under the signatories list in account options