Transaction Management
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      1. Partner Success Center
      2. Bill Pay Payment Admin Portal
      3. Transaction Management

      Admin Assist feature

      While you are providing customer support for your user, you may need to assist the user by performing an action within their Bill Pay view. You can designate certain employees to have Admin Assist access.

      Note: Admin Assist allows the FI Admin to act as the customer within the customer's bill pay. Consider carefully as to which employees should have this type of access for security purposes.

      Enable a User for Admin Assist

      1. Click on the user name from your search results list in the User Maintenance feature.
      2. In the Users list, click the user name you wish to edit. Remember, the Admin user profile will have a "person" icon in front of the user name. 
        Users that have already been permanently disabled will have a red X in front of the user name.
      3. Check the box in the FI Admin Roles column labeled Admin Assist.
      4. Click Close.

      Accessing Admin Assist

      Note: Please be aware that when accessing the customer's Bill Pay account through Admin Assist, any actions taken will be executed as if you are the customer themselves.

      To access a customer's Bill Pay account using Admin Assist:

      1. Click on the user name from your search results list in the User Maintenance feature.
      2. In the Users list, click the user name you wish to edit.
      3. Click the Admin Assist button.
      4. A new browser window will open. You are now viewing the customer's Bill Pay account.
      5. When you are finished, close the browser window.