Payee Portal - Starting Guide

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You've successfully completed all necessary steps to generate your statements. Now, let's guide you through inviting your payees to the Payee Portal, where they can access their revenue insights, statements, catalog, and more.

Each payee you create in eddy.app gets access to their own Payee Portal. This offers them a detailed, transparent view of their revenue and increases their autonomy. Coupled with our Self-Billing feature, the Payee Portal simplifies communication with your payees and moves you closer to automating your royalty accounting process.

How to Invite Payees to the Portal

User roles

Assign specific roles to each payee to determine their access level in the Payee Portal. The table below outlines the different roles and their permissions. Note that one user can have multiple roles for different payees.

User role	Authorize self-billing	Edit payee details	Edit payee users	Access to payee portal
Primary	YES	YES	YES	FULL
Edit	NO	YES	YES (except primary users)	FULL
Consult	NO	NO	NO	LIMITED 1
Consult restricted	NO	NO	NO	LIMITED 2

LIMITED 1 Consult users can access all pages except the payee details, self-billing, and payee user list pages.
LIMITED 2 Consult Restricted users can access all pages except the payee's details, self-billing, payee user list, invoice, and contract pages.

Primary user

Only the Primary user can authorize self-billing from the Payee Portal.

Trigger Invitation

To give payees access to their portal:

Navigate to Statements > Payees, click Users, then Invite New User.
Alternatively, invite all payees simultaneously one or more payees using the Invite All button. An email with access instructions will be automatically sent to each payee.

Pro tip

It's best to invite payees to the portal after publishing at least one statement batch, as payee data and insights populate the portal only after publishing statements.

Payee Portal Activation

Payees must follow these steps to activate their account:

Check their inbox for the invitation email (including spam folders).
Open the email and click on the Log in to Payee Portal button.
Sign-up using the invitation email.

Pro tips

Ensure payees complete all 3 steps in one session.
Check the Email Reports section here.
Verify payee access on the Payee List page here.
Customize the invitation template in Settings > Outbound Emails > Email Templates.

Self-Billing and Payee Portal Invitation

When self-billing is enabled, payees receive a specific invitation to the Payee Portal, detailing the necessary steps: account creation, billing details entry, payment method selection, and self-billing authorization. Only the primary user can authorize self-billing.