In this article: Steps to change the Payment Central Contact
Overview
During partner onboarding, a member of the partner’s team is designated as the Payee Contact for Payment Central. This is the primary owner of the Payment Central payment profile for the partner’s organization. The Payee Contact has the highest level of permissions associated with the account. The Payee Contact may be, but is not always, the same as the Primary Contact or Accounting Manager in the partner Program Membership.
Once a payment profile has been completed in Payment Central, changes may need to be made to the Payee Contact or to users with access to the payment profile. Below is an outline of the steps required to make each type of change.
Updating the Payee Contact
The Payee Contact is the primary user for the payment profile. This gives them the ability to add or remove additional users. Due to the level of permission of the Payee Contact, it must be changed by working with the Payment Central support team.
The following steps detail the process of changing the Payee Contact:
- In the Payment Central account select the Request Support button in the upper right corner.
2. Within the Request Support tab, a pop-up window will appear with a form where details need to be added.
a. Explain the need to change the Payee Contact in the Description box and provide the new contact information.
3. Payment Central support will respond within 24 hours and assist in making changes.
4. If the Payment Central profile is modified, the partner should submit an Incentive Support ticket in the Partner Support Portal to notify the Payment Operations Team of these changes.
Notes:
- This ensures future payments can be made successfully to the partner team. Failure to notify Partner Support can cause a delay in payment.
- The Payment Central Payee Contact does not automatically receive access to the Program Membership. If they require access to the Community Portal, or to statements, they will need to be added as a user in the self-service features of the Partner Support tool.
Adding / Updating / Removing Payment Central Users
- Select the Manage Users button at the top left of the page.
2. For a new user, select Add New User.
a. Enter the user’s name and email information.
b. Select the appropriate role for this user.
i. The role determines the level of access available to the user.
3. If making changes to an existing user, find the user in the user list.
a. If making changes, select the pencil icon under the Actions column.
i. Make any appropriate and necessary changes.
b. If removing a user, select the trash can button and confirm the delete request.