Can multiple people in my office be logged into one account at the same time?

Multiple users can access the account simultaneously.  In order to do this, all users would need to share the same log-in information.  Please be aware of the following scenarios that may arise when multiple users are logged in at the same time.

  • Duplicate form submission - Ensure that when completing the checkout process only the desired payer is in Submit Forms.  All payers in the Submit Forms location will be processed during the checkout procedure.
  • Data override - When editing/updating payer or recipient information, the saved changes will apply to any unsubmitted forms.  This could cause issues if multiple users are editing the same data.
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