--- title: Authorizations page description: The authorizations page in Rotessa is where you will go to customize your authorizations sent out from the Rotessa system --- [Skip to content](https://support.rotessa.com/authorizations-page#main-content) [![Rotessa\_logo\_full\_bright\_blue\_resized-1](https://support.rotessa.com/hs-fs/hubfs/Rotessa_logo_full_bright_blue_resized-1.png?width=220&height=41&name=Rotessa_logo_full_bright_blue_resized-1.png)](https://rotessa.com/) Open main navigation Close main navigation - - [More Support](https://support.rotessa.com/kb-tickets/new) [More Support](https://support.rotessa.com/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Rotessa Support Docs](https://support.rotessa.com/?hsLang=en) 2. [Authorizations](https://support.rotessa.com/authorizations?hsLang=en) 3. [Overview](https://support.rotessa.com/authorizations?hsLang=en#overview) May 27, 2026 # Authorizations page The authorizations page shows the three ways to collect your customers' authorizations using Rotessa. #### To send an email authorization: Using Rotessa, you can send your customers a private link to your authorization form. This method is best for customers already added to your Rotessa account without authorization or banking information. 1. In your Rotessa [home page](https://client.rotessa.com/users/sign_in), go to the **Authorizations** page and select **Send Email Authorizations**. This will take you to a page where you can search and select customers. 2. Select the customer(s) you wish to send an authorization to and select **Continue**. 3. A preview of the email will appear. You can edit the message before sending. 4. Once you're happy with the message, select **Send Email**. #### Custom link URL The custom link URL is a live version of your Rotessa-generated online PAD agreement that you can send to customers, or place in your payments workflow. *Note**:** Microdeposits are enabled by default for this authorization method.* **To share your custom link:** 1. In your [home page](https://client.rotessa.com/users/sign_in), go to the **Authorizations** page and find **Share a public link to your authorization form**. 2. Select **Copy** and paste the link in an email or embed it on your website. **To customize your link URL:** 1. In the [home page](https://client.rotessa.com/users/sign_in), go to the **Authorizations** page and select **Edit and Preview** beside the custom link. 2. Scroll down to the **Link URL** section and make your changes. *Note**:** Custom links can only include letters and numbers and must be between 5 and 20 characters.* 3. Once you're happy with the changes, select **Save** at the bottom of the page. #### Printed authorization(s) If you prefer to have your customers sign a physical authorization form, you can generate a printable PDF through Rotessa. 1. In the [home page](https://client.rotessa.com/users/sign_in), go to the **Authorizations** page and select **Create PDF Authorization**. This will take you to the [PAD form generator](https://rotessa.com/resources/pad-form-generator/). 2. Fill in the required business information in the form generator. 3. Enter your email address at the bottom of the page and select **Get My PDF**. A copy of the authorization form will be sent to your email as an attachment. 4. Print the form and have your customers fill it out and sign it.   #### Authorization settings The Authorization Settings page allows you to personalize your authorization forms, creating a simple and on-brand experience for your customers. To access it, select **Edit and Preview** anywhere on the Authorizations page. The preview on the left shows what your customers will see when they open your authorization form. **Logo** Upload your logo so customers know the form is coming from your business. **Contact information** Payments Canada requires your contact information to be displayed on the authorization. Select **Contact Information** to open the dropdown and update your business address, email address, and/or phone number. Select **Save** at the bottom of the page when done. **Introduction page** An optional page where you can provide your customers with additional instructions for completing the authorization form. Supports custom text up to 300 characters. **Terms and conditions** Edit the terms and conditions of your authorization here. Refer to [Rule H1](https://www.payments.ca/sites/default/files/h1eng.pdf) on the Payments Canada website for all legal requirements around PADs. We recommend adding a clause about recouping the cost of any decline fees from your customer. **Language** Choose between English or French as your default authorization language. Select **Language** to open the dropdown, make your selection, and select **Save** at the bottom of the page. **Fields** The default name field determines the type of customers you're collecting from. Rotessa defaults to **Personal** — if you primarily collect from businesses, change this to **Business**. Rotessa doesn't use customer phone numbers or addresses by default. If you'd like to collect this information, you can enable these fields and they'll appear on your authorization form. **Instant Bank Verification** [Instant bank verification](https://support.rotessa.com/instant-bank-verification?hsLang=en) allows customers to verify their bank information and identity through online banking. If they're unable to complete this step, they'll be redirected to a microdeposit. You can also require [microdeposits](https://support.rotessa.com/microdeposit-verification?hsLang=en) for email authorization requests. With microdeposits turned off, they will not be enabled on email authorization requests. **Email** The default email message is what your customers receive when you send an email authorization request. A generic template is provided, but you can edit it as needed. **Link URL** Customize your authorization link to something more recognizable to your customers. 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