SAMPLE - CUSTOM (Q2) Commerical User Guide

Commercial

Manage Users

Do you need to set up users Our Internet Banking platform allows business owners and managers to set up multiple levels of access to the Internet Banking accounts or “Users.” Each will have a unique User ID and Password. If you will have multiple people managing your Internet Banking account, the follow- ing steps will help you set up the appropriate levels of access for your Internet Banking users. Please contact your Accountant or Business Financial Advisors for details regard- ing your policies in establishing allowances within your accounts. If one person is managing your Internet Banking and you only need one set of login credentials, please skip this section.

To Add a New User:

Click on the User Management tab. 1. Click the Add User button on the right-hand side of the screen. 2. Enter the new user’s personal information. Fields marked with an asterisk are required fields. When finished click Save .

21