Modulr User Guides

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Modulr User Guides

Using the Modulr Portal

Using the Modulr Portal

Help, Guides & How to use the Modulr Portal features

Security and Access

Signing in and managing your Portal access

How Do I Change My Password?

Single Sign On (SSO)

Users

Users

Creating a User

Editing or Deleting a User

Viewing User details as a Non Admin

Access Groups

Access Groups setup

Creating an Access Group

Defining an Access Group's Content

Managing and Deleting Access Groups

Delegates

Delegates Overview

Adding your Clients

For Customers – Delegate linking

Delegate Dashboard

Using the Delegate Dashboard

For Delegates – Finding Your Delegate Reference Info

Adding Funds

About Funding

Adding Funds in the Modulr Portal

Adding Funds from your Bank

Managing Beneficiaries

Viewing Beneficiaries

Creating and Approving Beneficiaries

Deleting Beneficiaries

Viewing accounts and transactions

Viewing the Accounts List

Viewing a Single Account

Where to Find the Sort Code and Account Number

View and Search Transactions

Managing Accounts

Account Statements

Proof of Account Document

Editing The Account Alias (Nickname)

Adding More Accounts

Making Payments from the Portal

Pay a Saved Beneficiary

Pay a New Beneficiary

Make an Internal Transfer

Pending Payments

Viewing and Searching Pending Payments

Viewing and Searching Pending Batches

Cancelling a Pending Payment

Payment Statuses

Payment Approvals

Payment Approvals Overview

Approving or Rejecting Payments

Approving or Rejecting a Batch

Multi-User Approvals

Payment file upload

About Payment File Upload

Payment Rules

Split and Conditional Split Rules Setup

Sweep Rule Setup

Funding Rule Setup

Editing or Deactivating a Payment Rule

Reports – Transactions and User Activity

Available Reports

Downloading Reports

Email notifications

Available Email Notifications

Setting Up Notifications