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36

Treasury: Users Overview

In the

Cash Management

tab, click

Manage Users

.

1.

Click the

Add User

button in the top right corner.

2.

Enter the user’s first and last name and email address.

3.

Select the user’s country using the “Phone Country” drop-down and enter their

phone number.

4.

Create a unique login ID for the new user.

5.

Enter a password following our guidelines and confirm it in the provided space.

6.

Using the “User Role” drop-down, select the appropriate role.

7.

Click the

Save

button when you are finished.

Add a New User

Each employee needs their own specific login ID and password that will give them

access to your Business’s Online Banking. This allows you to manage your business

banking at multiple levels.

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