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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.
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.
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. You can also
Deactivate
or
Delete
the
user here.
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.
To Create a New User:
Commercial
Create a User
Users can edit their personal
information through the Update
Profile tab fromwithin their own
account.