Add collaborators
Collaborators are users who will have access to the J.P. Morgan Digital Banking Cashflow360 account without needing access to online banking. There are four (4) roles a collaborator can be assigned:
- Accountant
- Approver
- Clerk
- Auditor (View only)
Add a collaborator
A J.P. Morgan Digital Banking Cashflow360 administrator can add collaborator users to J.P. Morgan Digital Banking Cashflow360 by completing the below steps:
- Select Settings
- Select Users under Permissions
- Select Add Collaborator
- Enter user details
- First Name
- Last Name
- Email - this will be used to login to the account
- Select the user's time zone
- Assign role
- Select Save
Once a collaborator user has been added, they'll receive an email with login instructions. When they get to the login page, they'll be prompted to create a password.
Role Permissions for Collaborators
Payables
| Permission | Accountant | Approver | Clerk | Auditor |
|---|---|---|---|---|
| Approve Bills/Vendor Credits | Yes | Yes | No | No |
| View Vendor | Yes | No | Yes | Yes |
| Manage Vendor | Yes | No | Yes | No |
| View Bill | Yes | No | Yes | Yes |
| Manage Bill | Yes | No | Yes | No |
| View Payments | Yes | No | Yes | Yes |
| Record Payments made outside of J.P. Morgan Digital Banking Cashflow360 | Yes | No | Yes | No |
| Pay approved bills via J.P. Morgan Digital Banking Cashflow360 | No | No | No | No |
| Pay unassigned bills via J.P. Morgan Digital Banking Cashflow360 | No | No | No | No |
| Pay unapproved bills via J.P. Morgan Digital Banking Cashflow360 | No | No | No | No |
| Manage Company Info | No | No | No | No |
| Manage User | No | No | No | No |
| Sync with Accounting System | Yes | No | No | No |
| View Reports | Yes | No | Yes | Yes |
Receivables
| Permission | Accountant | Approver | Clerk | Auditor |
|---|---|---|---|---|
| View Customer | Yes | No | Yes | Yes |
| Manage Customer | Yes | No | Yes | No |
| View Invoice | Yes | No | Yes | Yes |
| Manage Invoice | Yes | No | Yes | No |
| View Invoice Template | Yes | No | Yes | Yes |
| Manage Invoice Template | Yes | No | Yes | No |
Things to know
- Collaborator users will login from a Bill.com login page: https://app.bill.com/Login
- Collaborator users won't have access to the bank account and do not have pay permissions
- If needing assistance with adding online banking users, contact online banking support
Resources
ACCOUNT SETUP View all
QuickBooks Desktop View all
Import / Export View all