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How do I add Location access to my users?

If your organization separates payment processing by location in AP Gateway, user account permissions must also be set to access the location or set of locations you wish to designate for those users. This document provides an overview of the features in AP Gateway you can use to assign locations-based access to your users.

 

In This Article:

Accessing the Modify Locations Menu

The Modify Locations menu can be accessed by clicking the  gear.png  icon located in the top, right corner of AP Gateway. Select “Modify Locations” from the menu as shown below:

Select Modify Locations from the gear icon

 

The resulting page will show you a list of current users, all locations associated with your company, and the level of access each user has for those locations:

The Location Permission Editor displays a list of current users, all locations associated with your company, and the access level each user has for those locations.

 

Can View vs. Can Modify

Location-based permissions can be set per location as either “Can View” OR both “Can View” and “Can Modify”:

can_view_modify.png

“Can View”:

  • This will allow users who are not approvers to see payment history associated with the Location ID. Users who also have the “View Organization Reports” permission assigned to their account will also be able to generate reports specific to their locations when the “Can View” permission level is enabled.

“Can Modify”:

  • This will allow users who are approvers to approve payments associated with the Location ID.

 

Updating User Location Permissions

To enable the “Can View” or “Can Modify” permissions for a user, click directly into the box you wish to update, and ensure that the checkbox is checked:

update_user_location__permissions.png

Then, press the  save_changes.png  button to save the update.

 

NOTE: A user will not be able to approve payments for a location unless they have both the “Can Modify” permission enabled as shown above + the “Payment Approver” permissions enabled via their user account permissions:

User Details with Payment Approver permission

 

What if I don’t see the Modify Locations option available?

Access to the Modify Locations menu requires a one-time change made per user account who needs to access this menu. If your organization currently uses Location IDs and you currently manage users on behalf of your company, please reach out to techsupport@corpay.com if you would like to have this feature enabled.

If you do not see the Modify Locations option after this has been enabled for your account, we recommend clearing your browser’s cache, as this step may be needed for your account changes to be visible.

 

Instruction for Clearing Browser Cache:

 

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