Urban Partnership Treasury Online Banking eGuide

Treasury

Add a User

Users are easy to create. Giving each individual their own login to your online banking accounts gives you the ability to restrict accounts that they can see and functions that they can perform.

To Add a New User:

Click on Users . 1. To create a new user click Add User on the right. 2. Be sure to input a unique login ID and password that will be used by this user. 3. You can assign a User Role at this point or leave it unassigned and assign it later. 4. When finished, click Save . 5. After a user is created, click the icon to approve or assign the role. Unapproved users are orange. 6. Here you can edit role assignment of new or existing users. Click Approve or

Reject Role . You can also Deactivate or Delete the user here.

Users can edit their personal information through the Update Profile tab fromwithin their own account.

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