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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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