You be a Financial Admin Full Access to do this.

SE Payments Application video tutorial

Before beginning, you will need to have/know the following:

  • Your business type, 
  • Your Social Security Number*,
  • A copy of your government-issued photo ID*,
  • Tax ID,
  • Bank account information (routing and account numbers).

*Your Social Security # and image of a government-issued ID will be needed to verify your identification and comply with the US Patriot Act. This information is only needed for the one-time settings update process and will not be permanently stored by TeamUnify or tied to your organization's payment processing settings for additional administrators to view.

  1. Log in to your team website.
  2. From the left-hand navigation panel, click SE Payments Setup
  3. Read through the steps, and click Begin.
  4. Choose your organization type, the type of processingto enable, and your country
  5. Click Next.
  6. Read through and accept the Terms of Service
  7. Click Next.
  8. Enter your personal information. You will need to enter your social security number,  upload a copy of your government issued ID, your tax ID,and your bank account information.
  9. Click Next.

Your application will be reviewed by the underwriting team. Approval usually comes in 2-3 business days, at which time you’ll be able to begin taking payments. In rare cases, if more information is needed, you will be notified via email.

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See Also
SE Payments FAQs
How to View SE Payment Transactions
How to View SE Payment Payouts