FI Super Admin: View Organization Details & Manage User Roles

View Organization Details

FI Super Admin users can view organization details and select the statement type for an organization.
 

To view organization details:

1. Open any organization and click the "…" menu from the dashboard.
2. Select "View Organization Details."

This brings up a screen that displays the following:

• Tax ID
• Address
• Account details

See screenshot example below:

 

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Select Statement Type

ZEscrow offers four different statements types that can be created for organizations to use:

• Combo - Sub and Summary (ComboType_Sub and Summary.pdf)
• Condensed with Transaction Detail (Condensed_With_TransactionsStatementType.pdf)
• Page Per Sub (Page_Per_Sub_Stmt.pdf)
• Summary Only (Summary_Stmt.pdf)

If your client would prefer a different statement type than the default being used for your instance, an FI Super Admin can change the statement type by following the steps below:

1. From the same "…" menu, select "View Organization Settings." 

2. Choose the desired statement type, as shown below:

The selected statement type will be used to generate the following month's statements for that organization.

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Change Role for FI Admins

A FI Super Admin user has the ability to promote an existing FI Admin user to the Super Admin role. 

To do this:

1. Navigate to Settings > FI User Management.
2. Click the "…" menu next to the user whose role you want to update.
3. Select "Change Role."

From the dropdown, assign the role of "FI Super Admin" and click "Submit" to save, as shown below:

 

You'll know you've completed the process when you see the below confirmation: