Creating an Authorized User

A user who has the Manage Users feature assigned can create other users on the User Management page.

To add a user

  1. In the navigation menu, click or tap Manage Users > Add/Edit Users. The User Management page appears.

  2. Click or tap Add User. The New User page appears.

  3. Complete the following:

    1. In the First Name and Last Name fields, enter names.

    2. In the E-Mail Address field, enter a valid email address.

    3. In the Phone Country drop-down list, select the country.

    4. In the Phone field, enter a valid phone number.

    5. In the Login ID field, enter a login name.

    6. In the Password field, enter a default password, and re-enter it in the Confirm Password field.

    7. Click or tap Save. The Save User page appears.

  4. Click or tap Close.

  5. Click or tap a Transaction Type.

  6. Do the following:

    1. Click or tap Enable to enable the Transaction Type.

    2. Click or tap the icons for Draft, Approve, Cancel, and View Online Activity to assign rights to the user.

  7. (Optional) If the type is a financial transaction and the user can approve the type, click or tap the Approval Limits tab. Click or tap a limit, then enter the limit.

  8. (Optional) Click or tap Overview and repeat steps 7-10 to assign additional Transaction Types to the user role.

  9. Click or tap Features to enable business online banking rights

    1. Note: Enabling Card Management will give the user rights to all features within card management, including but not limited to card activation, lock/unlock card, adjust spending limit, order replacement card, submit travel notification, and submit a balance transfer.

  10. Click or tap Accounts to assigned account rights.

  11. For each account, click or tap the icon in each of the following columns to configure access:

    1. View

    2. Deposit

    3. Withdraw

  12. Click or tap Save.

  13. On the success message, click or tap OK.

Note: Some features require Account Rights in addition to the feature. Mobile Capture requires view and deposit rights, and Bill Pay requires view and withdrawal rights. Statement rights will display the monthly statement that includes all accounts and loans for the business.