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Managing Your Routable Account
Managing Your Routable Account

How to manage your Routable account settings

Ashley Ancheta avatarErica Melzer avatarOmri Mor avatar
By Ashley and 4 others5 authors22 articles
Customizing your workspace name and URL
Paying your Routable bill
Signing into Routable with Google login
Editing vendor and customer information

Accessing Your Account


How to log in
Switching Between Routable Accounts
How to reset your password

Routable Balance


Setting up Balance Alert Emails
About balance transactions
Video: Add funds to your Routable Balance
What does a negative balance mean?

Managing Bank Accounts


How to add a new bank account
How to verify a bank account
Creating a Signature for Checks

Managing Integrations


Changing your accounting software integrations
Integrating your accounting software

Managing Team Members


Understanding user roles
Managing team member roles
Managing team member invites
Deactivating team members in your account
Creating and Assigning Custom Roles
Understanding Role Level Permissions
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