User Roles in the November First

Get an overview of user roles, how to check your role, and how payment approval works.

At November First, there are two types of user roles, which determine what features you can access in the portal:

1. Administrator

As an administrator, you have:

• Access to Settings and Apps & Integrations in the menu

• The ability to approve payments (if approval is enabled)

• The ability to create and approve payments in one flow, if you are the one creating the payment

• The ability to request creation or management of other users (via contact with November First)

Each company must always have at least one active administrator.

2. User

As a regular user, you have:

• The ability to submit payments for approval, if approval is enabled

• The ability to create and complete payments directly, if approval is disabled

Payments created through a partner integration, such as Smart Pay, always require approval from an administrator, regardless of the company's approval settings.

🔍 Not sure what your role is?

You can easily check your user role in the customer portal:

• If you can see Settings and Integrations in the left-hand menu, you are an administrator

🔍 Not sure about your company’s approval settings?

To check your company’s approval setup:

1. Click Settings

2. Go to Payment Services → Approvals

Here, you’ll see whether approval is enabled or disabled

If enabled: whether a single or dual administrator approval is required before a payment is processed.

🧾 What information is stored on your user profile?

Each user profile includes:

• First name and last name

• Email address (used as unique identifier)

• Phone number

• Credit limit (used when initiating payments)

• Status: active or inactive

Only active users have access to the portal and receive system notifications.