Onboard payees

Once you have set Tipalti as your payment method in Vidooly, inform your payees to do the following.

1. Log into their Vidooly account.
2. Go to Payments > Payment Records.



3. Enter the password to access the "Payment Records" page.
4. Click "Update Payment Method" to open the "Payment Preference" dialog.



5. In the "Payment Preference" dialog:
   1. In the "Select your payment preference" dropdown, select "Tipalti".
   2. Click "Setup Tipalti Account" to open the TipaltiiFrame.

   

6. In the TipaltiiFrame, complete all three steps of the onboarding workflow.

If payees do not have payee IDs in Tipalti yet and they enter Vidooly's creator/ channel partner portal (Tipalti's iFrame), they are created automatically as payees in Tipalti. Payees can update their data in the Vidooly portal and the updates will sync to Tipalti; however, their data are not stored in Vidooly. All payee and payment history is stored in Tipalti.