Payer Admin: 4.4 Wise-Payer Registration Flow

Terms & Conditions
  Add a Payer
  Welcome Email
   Credit Card 
 Bank Accounts
Auto Payment

Step 4.4: Wise-Payer Registration Flow

Once you have added a user Wise-Pay automatically emails your customer an invitation to set their user account password, and to provide further information such as name and contact information if not entered already.  It uses the Branding setup configured previously - back to setup Branding

If they have not used Wise-Pay before then a password must be set.

Notification Email - Create User Flow - Each user needs to set a secure password when they first access Wise-Pay. The following steps are illustrative of the process flow that a user will have to undertake to complete the setup of their Wise-Pay account.

Step 1.1 - User clicks "Create Password" link in email and is redirected to the Wise-Pay password reset page.

Step 1.2 - User Sets a New Password and Confirms