> For the complete documentation index, see [llms.txt](https://help.alternativepayments.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.alternativepayments.io/automations/setting-up-auto-pay/auto-pay-permissions.md).

# Auto-Pay Permissions

**Manage your customers' ability to opt in and out of auto-pay from their payment portal straight from your partner dashboard.**

***

Auto-pay is a handy tool that allows customers to automatically pay their invoices or make recurring payments without manual intervention. You have the option to configure auto-pay rules for your customers from your partner dashboard or customers have the option to opt-into auto-pay from their payment portal, however, you may want to manage this permission on their behalf.

{% hint style="warning" %}
**Role requirement:** Only users with **Admin** or **Sub-Admin** roles can manage Auto-Pay permissions and create or modify Auto-Pay rules from the partner dashboard.
{% endhint %}

***

**To enable or disable your customers’ ability to manage their auto-pay permissions, follow these simple steps:**

1. Navigate to Automations
2. Select [Auto-Pay](https://app.alternativepayments.io/dashboard/autopay-rules)
3. Toggle on ‘Allow customers to create Auto-Pay rules’

<figure><img src="https://1567070316-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKPl2XyqKMY0CU5Sb4EWy%2Fuploads%2Fw5NHzv4kgTbEMlOvK8M7%2FMonosnap%20Auto-pay%20rules%202025-05-02%2009-27-11.png?alt=media&amp;token=53cedb8e-ca7f-44c1-a50e-03ff08ac95df" alt=""><figcaption></figcaption></figure>

Enabling this permission will allow [customers to enroll in auto-pay](/end-customer-faqs/end-customer-faqs/enrolling-into-auto-pay.md) straight from their payment portal.

<figure><img src="https://1567070316-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKPl2XyqKMY0CU5Sb4EWy%2Fuploads%2FeVRXwKWezwXJJnrv6oBY%2FScreenshot%202025-01-14%20105653.png?alt=media&amp;token=953d83d4-b4bc-4d3c-8770-77159b531dd6" alt=""><figcaption></figcaption></figure>

When this permission is disabled from your partner dashboard, your customers will need to contact you directly to enroll in auto-pay and will have view-only access to the conditions applied.

<figure><img src="https://1567070316-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKPl2XyqKMY0CU5Sb4EWy%2Fuploads%2FOu0lt6DYh6gfKCOMCsRj%2FScreenshot%202025-01-14%20105715.png?alt=media&amp;token=f4fc76ff-f924-43b1-ad08-ceede9a3fdb9" alt=""><figcaption></figcaption></figure>

## Partner-controlled auto-pay permissions

When you disable **Allow customers to create Auto-Pay rules**, the messaging your customers see in their payment portal adapts to their current auto-pay status. This ensures customers always have clear guidance on what to do next, while keeping your branding consistent through your configured company name.

### Customer has no auto-pay rule applied

If the permission is off and the customer has no auto-pay rule in place, the auto-pay card displays:

> You don't have Auto-Pay set up yet. Please get in contact with {partnerName} to inquire about paying invoices automatically.

The `{partnerName}` placeholder resolves to your configured company name, maintaining your white-label branding. The message links directly to your help contact page so customers can reach you without leaving the portal.

### Customer already falls under an auto-pay rule

If the permission is off and the customer is already covered by at least one auto-pay rule, the portal still shows their rule details — but in place of the **Turn off Auto-pay** and **Override rules** buttons, the card displays:

> If you have any questions about your Auto-pay setup, please get in contact with {partnerName}.

Again, `{partnerName}` resolves to your company name. Customers can view the conditions of their rule but cannot modify or disable it from the portal.

### Permission is on

When **Allow customers to create Auto-Pay rules** is enabled, no messaging changes apply. Customers who are permitted to manage their own rules continue to see the standard **Turn off Auto-pay** and override buttons as normal.

***

You're all set! 🎉

**Love our platform?** Rate us on [Channel Program](https://channelprogram.com/v/alternativepayments) and check out our [Referral Program page](https://www.alternativepayments.io/referral-partners/)!


---

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