18 / 52
18
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 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.
To Add a New User:
Treasury
Add a User
Users can edit their personal
information through the Update
Profile tab fromwithin their own
account.