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Managing Your Routable Account
Managing Your Routable Account
How to manage your Routable account settings
+2
19 articles in this collection
Written by
Omri Mor,
Lesley Yarbrough,
Beatriz Fonseca
and 2 others
Customizing your workspace name and URL
How to customize the workspace name that’s displayed in menus and headings throughout Routable, as well as your workspace URL
Written by
Erica Melzer
Updated over a week ago
Paying your Routable bill
How to pay your Routable bills from your dashboard
Written by
Ashley Ancheta
Updated over a week ago
Signing into Routable with Google login
How SSO (Single Sign On) lets members of your team sign into Routable using their existing Google Workforce credentials
Written by
Erica Melzer
Updated over a week ago
Accessing Your Account
How to log in
A quick guide to help you log in to your Routable account
Written by
Omri Mor
Updated over a week ago
Switching Between Routable Accounts
Quickly toggle between Routable accounts without the need to log out and back in.
Written by
Erica Melzer
Updated over a week ago
How to reset your password
A quick guide to help you reset your password
Written by
Omri Mor
Updated over a week ago
Routable Balance
Setting up Balance Alert Emails
How to add balance alert email notifications to your Routable account
Written by
Erica Melzer
Updated over a week ago
About balance transactions
When and how to use your balance for bill payments and payouts
Written by
Omri Mor
Updated over a week ago
Video: Add funds to your Routable Balance
A quick video tutorial on how to add funds to your Routable Balance for faster payment delivery times.
Written by
Beatriz Fonseca
Updated over a week ago
What does a negative balance mean?
A guide explaining how your balance became negative and how to fix it
Written by
Omri Mor
Updated over a week ago
Managing Bank Accounts
How to add a new bank account
Helping you add additional payment methods
Written by
Omri Mor
Updated over a week ago
How to verify a bank account
For accounts added with micro-deposits to account and routing numbers
Written by
Omri Mor
Updated over a week ago
Creating a Signature for Checks
Adding a custom signature for checks sent via Routable
Written by
Omri Mor
Updated over a week ago
Managing Integrations
Changing your accounting software integrations
How to fully disconnect your accounting software integration in Routable and connect a new integration
Written by
Ashley Ancheta
Updated over a week ago
Integrating your accounting software
The benefits of connecting your ledger to Routable
Written by
Omri Mor
Updated over a week ago
Managing Team Members
Understanding user roles
How user roles and their permissions work within Routable
Written by
Lesley Yarbrough
Updated over a week ago
Managing team member roles
How to control what settings and actions your users have permissions to access in your account
Written by
Lesley Yarbrough
Updated over a week ago
Managing team member invites
How to manage pending team member invites for your Routable account
Written by
Lesley Yarbrough
Updated over a week ago
Deactivating team members in your account
How to remove a user's access to your Routable account
Written by
Lesley Yarbrough
Updated over a week ago