This article will walk you through:

  • Adding new users
  • Editing user info
  • Deactivating users
  • Resetting passwords
  • Common user account issues



Adding Users


To add a new user to your TriumphPay Audit account, please select Settings from the upper right-hand toolbar, then select Users from the left-hand menu.


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This menu is only accessible for users with administrative privileges. If you need your account privileges adjusted, please contact your account admin or TriumphPay Audit support.

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From the screen which loads you will see two sections, one which contains a listing of existing active and inactive ("Disabled") users.  To add a new user, select the "New User" button between the two sections.


In the New User menu, enter the name and email address of the user which you would like to add.


Optional:  


Select the User Roles


  • Basic - No boxes checked - Can Process but not Approve Invoices
  • Approver - Can Process and Approve Invoices
  • Admin  - Can Process and Approve Invoices 
               - Can update account settings (including adding and disabling users)


Create an email auto-signature for the user that will appear in messages sent through TriumphPay Audit. 


Select 'Save' to create the account; this will trigger a Welcome email to be sent.


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If you are creating an account for a new hire, please ensure their company email has been created and is active, otherwise their Welcome email will bounce.

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Editing User Info


To edit an existing user within your TriumphPay Audit account, please select Settings from the upper right-hand toolbar, then select Users from the left-hand menu.


⚠️ 

This menu is only accessible for users with administrative privileges. If you need your account privileges adjusted, please contact your account admin or TriumphPay Audit support.

⚠️


From the screen which loads you will see two sections, one which contains a listing of existing active and inactive ("Disabled") users.  To edit an existing user, select the "Edit" button next to the user in question.



You will then be able to edit the user's name, email address, auto-signature and account permissions, if so desired.


  • Basic - No boxes checked - Can Process but not Approve Invoices
  • Approver - Can Process and Approve Invoices
  • Admin  - Can Process and Approve Invoices
    •  Can update account settings (including adding and disabling users)


Select 'Save' to update the user's account and return to the User menu.



Deactivating Users


To deactivate (disable) an existing user within your TriumphPay Audit account, please select Settings from the upper right-hand toolbar, then select Users from the left-hand menu.


⚠️ 

This menu is only accessible for users with administrative privileges. If you need your account privileges adjusted, please contact your account admin or TriumphPay Audit support.

⚠️




From the list of all active users, select the 'Disable' button next to the account you'd like to deactivate:


        

        When you disable an account, it will move to the Disabled Users section beneath Active Users.



To reactivate an account, find the account under Disabled Users, click 'Enable', and then confirm the settings are still correct before saving.





Resetting Passwords


To reset your TriumphPay Audit password, please navigate to https://audit.triumphpay.com/app/login and select "Reset Password?" which is located under the Sign In button.



From the screen which loads, enter your email address and select Send Reset Email. 




TriumphPay Audit will send an email containing a URL which contains a one-time use token.    It is recommended that you complete the password reset within a private or incognito browser window.


If you encounter any difficulty with resetting your password or logging into TriumphPay Audit, please send an email to TriumphPay Audit support for additional assistance.


Common User Account Questions


A new user has not yet received their Welcome Email?

Please check your Spam settings to see if that email was accidentally flagged as junk.  If you are unable to find the welcome email, you can reset their password by accessing to the TriumphPay Audit log-in screen and following the prompt. If you created their TriumphPay Audit account before you created their work email, that welcome email had no destination and most likely bounced. Please contact Support to fix the issue.


Can I reset passwords from my account settings?


          Passwords can only be reset from the TriumphPay Audit log-in screen.


I want to change the signature that's being sent from my messages.

          

You can update the default signature for your account by editing your account settings. If you can't access the Users menu, please ask your TriumphPay Audit administrator for assistance.


I can't approve documents.

          

You don't have 'Approver' status, but you can update your account permissions with your TriumphPay Audit administrator's help.


An error says "That email address is not associated with an account. Email not sent."


Confirm that you are entering the email address associated with your TriumphPay Audit account. If you're certain that the email address is correct, please contact TriumphPay Audit Support


If a new employee is getting that error, it's most likely because their TriumphPay Audit account was created before their email account was active; if that is the case, please let us know.