Product Launch

SUNRATE’s Multi-User Management Upgrade: Enhanced Security, Seamless Efficiency

SUNRATE

2025/02/20

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. 

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. 

 

01 Whats New in the “Multi-User Management” Upgrade? 

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

 

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

 

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. 

 

02 How Multi-User Management Transforms Business Operations 

 

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 breachesand enhance financial security through well-defined permission levels.

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

 

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.

 

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.

 

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.

 

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

 

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. 

 

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

 

 

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

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