How do I add a new user to my Pencil account?

If you are a Supplier Admin you can add additional users to your Pencil account by following the steps below. Please note additional users may incur additional cost so please contact your account manage if you are unsure.

  1. Log into www.pencilpay.com
  2. Go to Settings -> Supplier Users
  3. Click on the "+ New Supplier User" in the top right corner
  4. Enter their first name, last name and email and click Save.
  5. The user will receive an email notification with a link for them to click to activate and enter a password.
  6. Next click on the Bell icon next to the user and enable the notifications you want that user to receive. They can toggle ON/OFF the following: 
    1. Credit Forms Notifications (to receive notifications when a customer has completed their account application)
    2. Invoices & Payments Notifications (to receive notifications when a payment is successful or has failed)
    3. Platform Notifications (to receive notifications when a customer has exceeded their failed payment attempts)
    4. Email Error Notifications (to receive notifications when a customer has entered an invalid email address)
  7. Close the popup once done.
    pencil-supplier-user-notifiction-settings
  8. Update for each of your users as needed.