Settings

Your team, what customers see, and how they can pay.

Users

3 people

Name	Role	Status	Remove
Example Owner owner@bayoustatefuel.example.com	Role for Example Owner	Active	Only owner
Example AR Clerk ar@bayoustatefuel.example.com	Role for Example AR Clerk	Active	Remove Remove Example AR Clerk from Paydryn?
Example Viewer sales@bayoustatefuel.example.com	Role for Example Viewer	Invited	Remove Remove Example Viewer from Paydryn?

Owner: Everything, including users and payment settings
AR clerk: Reminders, promises, terms mapping and the payment report
Viewer: Sees every screen, changes nothing

Adding someone emails them an invite (sent by Clerk, our sign-in service). They join with that email address, and only people on this list can get in. Removing someone cancels their invite and locks them out.

Company

Payments

Stripe not connected

Texting

Off

Texts stay off until your business texting registration (10DLC) is approved. Reminder emails are not affected.

PDI

Terms mappingWhat each PDI terms code means
PDI syncThe agent, the last update, the check against PDI

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