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A user who has the Manage Users feature assigned can create other users on the User Management page. If your account requires multi-factor authentication, we can only send secure access codes to the user using the contact information that you specify.
Note: If you do not supply valid contact information, the user cannot get a valid secure access code and cannot log in.
To add a user and configure rights:
The User Management page includes a list of all identified users.
To view existing users:
1. In the navigation menu, click or tap Commercial > User Management. The User Management page appears with a list of users.
2. (Optional) Enter information in the search field to find more users.
A user who has the Manage Users feature assigned can edit any user’s rights. Changes to user rights take effect the next time that the user logs in.
To edit user rights:
A user who has the Manage Users feature assigned can edit user rights and limits for Transaction Types.
To view existing rights and limits for all Transaction Types:
On the View User page for a user, click or tap Assign Rights. The Overview tab of the User Policy page appears with a list of Transaction Types.
To configure rights for Transaction Types on the User Policy page:
A user who has the Manage Users right assigned can edit user access to features. The features that appear depend on how we configure your account. Features that are turned on are highlighted and contain a check box in the row.
Note: If we manage subsidiaries on your behalf, the Manage Subsidiaries feature does not appear.
To configure feature options:
A user who has the Manage Users right assigned can edit the access that other users have to accounts.
To configure account access:
When you delete a user, you do not delete any existing transactions that the user drafted or approved, including recurring transactions. Deletion is permanent, so use caution before deleting a user.
To delete a user: