Download the Chrome extension
Download the Levvy Chrome password extension here
2. Go to Client Management
Click on the main menu dropdown trigger and select "Client Management."
3. Choose Client
Select the client for which you want to add account information and click on the three horizontal dots, then "Edit."
4. Add bank accounts and merchant accounts with passwords
First, click on "Shared Access" from the menu on the left side of the page.
Find the resource category you wish to add (i.e. bank account) and click the drop down carrot on the right, then "Add New Link."
Click on the drop down arrow and select the name of the account you wish to add.
Make sure the URL, username, and password are filled in correctly; along with any other pertinent information you wish to add. Also, click on the drop down arrow beside "Visible to Role" to select the roles that are approved to access this information.
5. Save Changes
Click on the "Add" button to save your changes and add the account information to the Resources section of your client profile.
Note: Client password information is secure and visible only if the manager adds it to a workflow. Manager can also specify the visibility of each password by role.