General Help Center

Below is an example of a validation email sent to a new user added to a company account.

This is sent to any user for a company that has this option set.  

This email is sent to any new beneficiary companies you create. 

If you are logged in as a company and create another beneficiary company account, they will be sent an email validation. Once they validate their account, i...

If you want to manage a downstream customer or partner company for payments, you can request to be connected in that companies profile. The email sent looks...

After a company gets a connect request approved from another company, they will see an email like this and will now be connected as a manager. 

If an account connect request is declined, the request receives this email.