Adding Additional Users & Entitlements
As an administrator for your Business Online Banking, you can set up additional users and manage which account(s) they have access to and their entitlements.
Under the 'Administration' tab, select 'Company Administration' to get started.
Select 'Create New User'.
Enter the user's information, then select 'Continue'.
Select the user's roles or copy from an existing user. This step determines the level of access to accounts/services the new user will have. Select 'Continue'.
Click on each service shown to select which account(s) the new user will be entitled for. Once you're finished making your selections, click 'Continue'.
If you enabled services that have limits, you will be prompted to set daily maximum limits for each applicable service. Once complete, click 'Continue'.
Review the new user's profile and applicable limits, then select 'Create User'.
You will see a confirmation when the user's profile has been created successfully.
