Routable

How to customize the workspace name that’s displayed in menus and headings throughout Routable, as well as your workspace URL

Customizing your workspace name and URL

How to pay your Routable bills from your dashboard

Paying your Routable bill

How SSO (Single Sign On) lets members of your team sign into Routable using their existing Google Workforce credentials

Signing into Routable with Google login

How to edit your vendor and customer information.

Editing vendor and customer information

Ashley Ancheta

Erica Melzer

Omri Mor

How to manage your Routable account settings

Managing Your Routable Account

A quick guide to help you log in to your Routable account

How to log in

Quickly toggle between Routable accounts without the need to log out and back in.

Switching Between Routable Accounts

A quick guide to help you reset your password

How to reset your password

Accessing Your Account

How to add balance alert email notifications to your Routable account

Setting up Balance Alert Emails

When and how to use your balance for bill payments and payouts

About balance transactions

A quick video tutorial on how to add funds to your Routable Balance for faster payment delivery times.

Video: Add funds to your Routable Balance

A guide explaining how your balance became negative and how to fix it

What does a negative balance mean?

Jess Morales

Routable Balance

Helping you add additional payment methods

How to add a new bank account

For accounts added with micro-deposits to account and routing numbers

How to verify a bank account

Adding a custom signature for checks sent via Routable

Creating a Signature for Checks

Managing Bank Accounts

How to fully disconnect your accounting software integration in Routable and connect a new integration

Changing your accounting software integrations

The benefits of connecting your ledger to Routable

Integrating your accounting software

Managing Integrations

How user roles and their permissions work within Routable

Understanding user roles

How to control what settings and actions your users have permissions to access in your account

Managing team member roles

How to manage pending team member invites for your Routable account

Managing team member invites

How to remove a user's access to your Routable account

Deactivating team members in your account

Creating and Assigning Custom Roles

Understanding Role Level Permissions

Shahzad Karachiwala

Managing Team Members

Find answers and get help from Intercom Support and Community Experts

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