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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 the
Administration
tab, then 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
.
After you click save, you will be immediately begin Assigning User Rights.
To Add a New User:
Administration
Add a User
Users can edit their personal
information through the Profile tab
fromwithin their own account.