How do I add users to Business Online Banking?

You can add additional business online banking users via the User Management feature in both online and mobile banking. This functionality allows you to provide other users with access to accounts and features, including the ability to set limits for payments and withdrawals. To add a new user, follow the steps, there is also a guided video to help you with the process.

---

1. Log into your Business Online Banking account.
2. Find the Settings tab in the menu bar on the left side of the screen, click on Settings and then select Users.
3. Click on the Add User option.
4. Complete all fields in the New User Details section.
5. Make note of the login ID and password. You will need to provide this information to the new user.
6. Click the Save New User Details button.
7. Assign transactions rights for checking or savings accounts for each transaction type.
8. If any transactions are enabled, choose the access and control you want the user to have. If this option is not applicable, proceed to the Features tab.
9. Choose to disable or enable the options that you want the user to have. To mitigate risk, only turn on the rights the user will need.
10. Once you have assigned the rights, go to the Accounts tab.
11. Click the icon to enable view, deposit, or withdraw access for the authorized user.
12. After enabling the necessary access, click the Save option to complete the authorized user setup. You will receive confirmation that the policy changes have been accepted for the authorized user to complete their initial login.
13. Share the login ID and password with the new authorized user. The authorized user will be prompted to complete the secured access verification using the phone number used during the setup.
14. The authorized user will receive a call with a secure access code to be entered in the appropriate field. Then the system will allow the authorized user to create a new password for their access.

If you have any questions or need assistance, please reach out to Business Member Support at (877) 909-5656.