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Organization name when Requesting Access

Feature Request

When an individual requests access to the system, we receive a notification and can locate them under the “Requesting Access” tab. However, the interface does not currently indicate which organization the individual is attempting to access. This becomes a significant challenge for clients using corporate email domains across multiple accounts.

For example, several of our dealer groups operate 20+ stores and use the same corporate email structure. Without visibility into the specific organization being requested, we face inefficiencies and risk granting access to the wrong account.

There appears to be available real estate on the page next to the “Email” and “Signed Up On” fields where the Company Name could be displayed. Adding this would provide immediate clarity and greatly improve the approval process — especially for businesses like ours that manage numerous clients under a shared domain.

We believe this enhancement would benefit not just our team, but any partner working with multi-location clients or shared corporate email structures.

Thank you for considering this request, and we’re happy to provide additional context if needed.

Posted by Darrel Schulte ·
2 comments

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Comments2

  • Bryan

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    Feb 6

    When a customer clicks an AltPay link from an invoice or notification email using an email address that is not yet associated with a Client, they still need to be correctly tied back to the originating Client in order to approve or decline the request.

    Currently, this association is not happening, which blocks the approval workflow.

    Please add logic to automatically tag or associate these unrecognized email addresses with the specific Client tied to the invoice or request. This is a fundamental workflow requirement and aligns with how the feature should function.

    This should be a relatively small change and can likely be implemented quickly.

  • LeighAnn Cobb

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    Sep 2, 2025

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    Merged request

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    4 votes

    Client Requesting Access

    If a client requests access to an account for payments, is there a way in the system to link their request to a specific store? Currently, we just see a generic access request without any account association, which makes it hard to manage quickly and provide access.