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How to save a provider password on your office

This Article will show you how to set passwords for statements from specific providers for the entire office.

Elsa Stadler avatar
Written by Elsa Stadler
Updated over a week ago

Commspace processes passwords in different ways, sourced by the following methods:

  1. Statement password entered when importing a statement

  2. Provider passwords preset for an office (this article)

  3. Partner provider codes

These steps will guide you:

  1. Go to the Settings menu on the toolbar. It is located on the right hand side.

  2. Click on Providers to open your list of providers.

  3. By using Add Filter search for the provider that you need to work with.

  4. When you have selected the provider that you want to work with go to the edit pencil in the blue circle located on the right-hand side.

  5. Click on the blue Set link to add / adjust the password for that provider.

  6. Complete the password for the selected provider.

  7. Click on Save right under the Default Statement Password.

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