Efficient financial management is a critical challenge for growing businesses, especially those handling?high transaction volumes and multi-team operations. As organisations scale, finance teams often struggle with?lengthy payment processes, communication bottlenecks, and security risks?caused by centralised account access.?

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To address these issues and help businesses?enhance security, streamline workflow, and boost efficiency, SUNRATE has?upgraded its “Multi-User Management” feature. The new version offers customisable roles and precise permission controls, empowering teams to collaborate effectively while maintaining oversight.?

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01 What’s New in the “Multi-User Management” Upgrade??

SUNRATE’s?Multi-User Management?feature now allows?business administrators?to create sub-accounts for team members across different departments, assigning roles such as:?

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? Finance Specialist?– Manages account transactions and fund flows

? Review Specialist?– Handles payment approval and verification

? Commercial Card Administrator & Cardholder?– Oversees and utilises commercial card transactions

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Each role comes with tailored?access permissions, allowing users to interact only with the account functions relevant to their responsibilities. This precise?permission allocation?enhances operational efficiency while safeguarding financial data.?

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02?How Multi-User Management Transforms Business Operations?

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Granular Permission Control: Security & Efficiency Combined?

? Assign specific?access and operational permissions?to different roles based on their actual responsibilities — such as management, finance, sales.

? Reduce the risk of data breaches?and?enhance financial security through well-defined permission levels.

? Let employees focus on their designated tasks,?improving internal collaboration and overall team productivity.

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Independent Role Segmentation: Streamlined Business Operations?

? Optimise financial processes?by distributing responsibilities such as payments, approvals, and reconciliations.

? Minimise miscommunications and?eliminate errors?such as duplicate payments or unauthorised transactions.

? Ensure?smooth and error-free transaction execution?from start to finish.

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One-Click User Activation: Fast & Efficient Deployment?

? Add or modify sub-users in just a few clicks.

? New members simply?activate their accounts via email, significantly reducing onboarding time.

? Disable or remove inactive users to reinforce security protocols.

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Flexible Permission Adjustments: Adapt to Business Growth?

? Easily modify user permissions as team structures evolve.

? Ensure account management remains aligned with business needs.

? Maintain agility in adapting to organisational changes.

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03 How to Enable the “Multi-User Management” Feature??

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Step 1:?Log in to the?SUNRATE platform, navigate to?[Account Center], and select?[User Management].?

Step 2:?Click?[Add New User], enter the required information, and proceed to the next step.?

Step 3:?Assign a role to the new user. The system will automatically display the?accessible pages and menus?for the selected role.?

Step 4:?Review the information and click?[Submit]. The platform will then send an?activation email?to the new user.?

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With?SUNRATE’s Multi-User Management feature, businesses can assign and adjust permissions with ease, ensuring?secure, streamlined, and efficient?financial account management.?

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Interested in trying out this feature or need further assistance? Contact your?dedicated account manager?or reach out via?our contact form for more details.?