Enabling Payee Portals

Overview

When Creating New Payees or Managing Your Payees you can edit access to their payee portal.

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Prerequisites

1. Your account has "editor" permissions for Royalty Accounting.

2. Have existing Payees created or be creating a new payee (within a contract).

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How To: Enable Payee Portal For a Payee

1

Manage Access

From any existing payee click the action to Manage Access. When viewing all payees this action is available from the context menu by clicking and also available from the the payees detail page.

2

Configure Permissions

When managing a payees access, you can configure the following permission as either view-only or no access.

• Catalog Management: access to all assets and associated metadata.

• Supply Chain & Distribution: access to distribution for stores and services.

• Financial Reporting & Revenue Analytics: access to monthly revenue and earnings analytics.

3

Remove Access

Additionally, you can completely disable the payees portal access by clicking Remove Access. You will be asked to confirm this action and on confirming, the payee will no longer have access their payee portal.

4

Enabling or Re-Enabling Access

If you decide to enable or re-enable a payees access to their Payee Portal, click Manage Access, add their email, configure permissions, and click Save. The payee will receive an email notifying them to access their portal.

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Expected Outcomes

Payee Received Payee Portal Email

If you enabled, disabled or re-enabled the payee portal for a payee, they will be receive an email notifying them about the change.

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Frequently Asked Questions

Is revoking access the same as blocking payouts?

No.

Payouts can be blocked to a payee while their access to their payee portal remains enabled.

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Additional Resources

• Creating New Payees

• Managing Your Payees

• Adding Payee Advances