Delegates Overview

About Delegates

What is a Delegate? 

A Delegate is a third party, e.g. an Accountant, who (depending on the setup) who can Manage accounts and payments for their clients – their clients consent to access and can be revoked at any time. 

Delegates can use Modulr with other accounting or Payroll software such as Brightpay, Iris or Sage to manage customers' payments and accounts.

As a business using Modulr, when you give access to a Delegate, you can control what they are able to do by assigning a role level to them, e.g. you may want them to be able to view accounts and set up payments, but not be able to make a final approval etc.

Using the Modulr Portal as a Delegate

Once you're signed up and set up in the Modulr Portal, go here to learn about features and capabilities of the Delegate Dashboard.

Other Modulr Portal Delegate type users

You may have been set up on Modulr with the Delegate type of access even if you aren't an Account – other use cases such as Umbrella companies; businesses that have or manage multiple other businesses (maybe even their own businesses) can also use what we call the Delegate setup. Articles in these guides referring to Accountant or Delegate set up will also apply to how you use the product's features in your setup.

Delegates and Accounts Payable

Accounts Payable is a powerful payments platform that streamlines the Accounts Payable process, bringing invoice processing, approvals, and payments all under one roof.

With Accounts Payable, you can make approved payments in bulk on behalf of a client without needing to log into a bank account, dramatically reducing risk and providing a more seamless experience for everyone involved.

Firms that use Accounts Payable are able to:

• Compile and propose pay runs to clients, and securely make bulk payments in GBP and 35 other currencies without logging into a bank account
• Enjoy peace of mind with appropriate controls, approval workflows and a transparent audit trail, ensuring everything is tracked and accountable
• Offer clients a repeatable, scalable payments service that boosts revenue while significantly reducing payment risks