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

Managing finances efficiently is a critical challenge for growing businesses, especially those handling high transaction volumes and multi-team operations. As businesses scale, finance teams often struggle with lengthy payment processes, communication bottlenecks, and security risks due to centralised account management.

To help businesses enhance security, streamline workflows, and boost efficiency, SUNRATE has upgraded its “Multi-User Management” feature, offering customisable roles and precise permission control—empowering teams to work more effectively while maintaining oversight.

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:

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 with specific account functionalities relevant to their responsibilities. This precise permission allocation enhances operational efficiency while safeguarding company finances and 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 (e.g., management, finance, sales).
• Clearly defined permission levels help reduce the risk of data breaches and enhance financial security.
• Employees can focus on their designated tasks, improving internal collaboration and overall productivity.

Independent Role Segmentation: Streamlined Business Operations

• Streamline financial processes by distributing responsibilities such as payments, approvals, and reconciliations.
• Prevent miscommunications and eliminate errors (e.g., duplicate payments or unauthorised transactions).
• Ensure smooth and error-free transaction execution from start to finish.

One-Click User Activation: Fast & Efficient Deployment

• Instantly add or modify sub-users in just a few clicks.
• New members simply activate their accounts via email, significantly reducing onboarding time.
• Inactive users can be disabled or removed, further strengthening security management.

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

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.