How to add a new user?

To add a new user to your PencilPay account follow these steps:

  1. Log into your PencilPay account.
  2. In the left menu go to Settings and click on "Supplier Users" (if you are a Customer of a Supplier you won't have this setting).
  3. In the top right corner click on "+ New Supplier User".
  4. Enter the First Name, Last Name and email address of the new user and press Save.
  5. This new user will then receive an email with a link to activate their account and set their password.
  6. If you would like to update the permissions of the user, follow these steps: How to edit the permission of my supplier users.