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Buyer Configuration

Learn how to configure the behavior of the customers you onboard.

You can update your buyerBuyer A business entity in the Payment Run solution that can be provided with financial services to perform embedded payment runs. Buyers are onboarded through a KYB process and can create payment runs to pay their suppliers. They have roles such as Admin, Controller, and Creator. configuration on the Portal > Settings page.

We must review and approve all configuration in the Sandbox environment before you can push it to the Live environment.

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Contact our support team to update the configuration of your Live application.

Authentication

Your customers need to authenticate with Weavr to access, and manage Payment RunsPayment Run A list of payments created by Buyers to settle their outstanding financial obligations with their suppliers. Payment runs are typically managed by the accounts payable function within a business on a periodic basis and go through stages of creation, authorisation, funding, and execution. and SuppliersSupplier A trusted business or individual that receives payments from Buyers through payment runs. Suppliers can be stored in a trusted supplier list, and when marked as trusted, may allow Buyers to skip Strong Customer Authentication when executing payment runs to those suppliers.. Read the authentication guide for more information.

Email communications

We send emails to your onboarded buyersBuyer A business entity in the Payment Run solution that can be provided with financial services to perform embedded payment runs. Buyers are onboarded through a KYB process and can create payment runs to pay their suppliers. They have roles such as Admin, Controller, and Creator. to:

  • Invite them to set up their credentials
  • Provide them with a link to reset their password (if they forgot their password)
  • Verify their email address
  • Initiate KYCKYC Know Your Customer - the identity verification process for consumer identities. This process allows you to seamlessly and securely verify your user's identity. Weavr will ask users to submit the necessary information and documentation so that they can get approved by financial providers. for directors
  • Alert when the password has been changed

Sender email address

You can configure the email address that we use as the sender email when sending emails to your customers. You can do this on the Portal > Settings > buyerBuyer A business entity in the Payment Run solution that can be provided with financial services to perform embedded payment runs. Buyers are onboarded through a KYB process and can create payment runs to pay their suppliers. They have roles such as Admin, Controller, and Creator. page.

EMAIL BRANDING

You can brand and personalize the email content that is sent to your users. Read our guide on buyer email communications for more information.

Application base URL

Email communications may include a URL that leads to your application. For email links to work, you need to configure your application’s base URL. You can configure your application’s base URL on the Portal > Settings > BuyerBuyer A business entity in the Payment Run solution that can be provided with financial services to perform embedded payment runs. Buyers are onboarded through a KYB process and can create payment runs to pay their suppliers. They have roles such as Admin, Controller, and Creator. page.