You're in the Plan phase
As a Portal customer, soon you'll have everything you need to get started, but first it's important that you:
✅ Plan for the integration of the new tool
✅ Choose who will have Admin rights and who will be Users
✅ Set-up your access to VerifyBiz.
To start the registration process and get access to the portal, use the Admin registration guide here.
Resources to help get you started
- Scope and plan: Prepare your team for impact with this conversation guide - Use this guide to spark discussion and plan before you go live with VerifyBiz. Explore the why, what, who, and how of implementation with practical prompts.
- Learn: Get access for Admins and Users - Set up your security and get access to the Portal using these Admin and User guides.
- Engage: Communicate with your stakeholders- Need some help with stakeholder communications? Use these key messages to convey why VerifyBiz Confirmation of Payee and why now.
Need help?
If you have any questions that you can't find on our Knowledge Base, simply submit a service request using this link - our team is ready to help: submit a service request