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Getting Started
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Using Modulr with Connected Software
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Using the Modulr Portal
- Security and Access
- Users
- Access Groups
- Delegates
- Delegate Dashboard
- Adding Funds
- Managing Beneficiaries
- Viewing accounts and transactions
- Managing Accounts
- Making Payments from the Portal
- Pending Payments
- Payment Approvals
- Payment file upload
- Payment Rules
- Reports – Transactions and User Activity
- Email notifications
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Using the Modulr Approvals App
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Using Payment File Upload with Modulr
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Using Virtual Cards and the Travel sector
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Using Modulr as a Partner
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Modulr Developer
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Customer Support
Editing or Deleting a User
To edit or delete a user
- Select ‘Users’ in the side menu.
- Select a user from the table, their details will be displayed.
- You can edit their details, except their username. Save changes to finish.
- You can change a user’s status eg to ‘Blocked’ which will prevent them from accessing the Modulr portal until you change their status back to ‘Active’
- To remove a user, select ‘Remove this user’ at the bottom of the form. This can’t be undone. Removed users can no longer access the Modulr Portal.
Recreating a deleted user
If you want to recreate a user you have previously deleted you need to give them a different username when creating the new user.
**If you are a Sage user, please contact Customer Support to reset the user.**
SSO users (Single Sign On)
If you use SSO to sign in, you'll not be able to edit details here or delete users – contact your SSO administrator in your organisation to make changes.