BillPay Teams are associated to the Activity Report available in the BillPay Portal.

BillPay Portal has an Activity Report that provides transaction counts and scheduled payment counts by user. The report requires the use of BillPay Custom Roles with Activity Reporting enabled and BillPay Teams.

High-level setup process for the activity report

A.Request that B2B Payments enable Activity Reporting in your Merchant Profile in Merchant Portal.

I.NOTE: If you do not see the BillPay Teams under under the Settings menu, it needs to be enabled by B2B Payments.

B.Create/configure Custom Roles and enable Activity Reporting.

C.Create Users with BillPay Portal access and assign the custom roles that you created.

D.Create BillPay Teams to provide logical groupings of User activities. See How to Add or Edit Teams section below.

Some key points related to BillPay teams

BillPay Teams are only applicable to the Activity Report in BillPay Portal.

You must have at least one Team defined and at least one User assigned to it in order to use the Activity Report.

How to add or edit teams

1.Navigate to Settings | BillPay | Teams.

2.Click add or edit.

3.Enter or modify the Team Name.

4.Select the desired Users from the list.