Admin "How-To" Guide

User Management allows you to give online account access to your office manager or other approved members of your team.

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:

  1. In the navigation menu, click or tap Commercial > Users. The User Management page appears.
  2. Click or tap Add User. The New User page appears.
  3. Do the following:
    1. In the First Name and Last Name fields, enter names.
    2. In the E-Mail Address field, enter a valid email address.
    3. In the Phone Country drop-down list, select the country.
    4. In the Phone field, enter a valid phone number.
    5. In the Login ID field, enter a login name.
  4. In the User Role drop-down list, select a role.
  5. In the Password field, enter a default password, and re-enter it in the Confirm Password field.
  6. Click or tap Save. The Save User page appears.
  7. Click Close. The User Management page appears.
  8. Locate the user you just created and click or tap the edit user icon. The View User page appears.
  9. Click or tap Assign Rights. The User Policy page appears.
  10.  Click or tap a Transaction Type. The Rights tab appears.
  11. Do the following:
    1. Click or tap Enable to enable the Transaction Type.
    2. Click or tap the icons for Draft, Approve, Cancel, and View Online Activity to assign rights to the user.
  12. (Optional) If the type is a financial transaction and the user can approve the type, click or tap Limits. The Limits tab appears. Click or tap a limit, then enter the limit.
  13. (Optional) Click or tap Overview and repeat steps 7-10 to assign additional Transaction Types to the user.
  14. On the User Policy page, click or tap Features. The Features tab appears.
  15. Click or tap features that you want to assign to the user.
  16. On the User Policy page, click or tap Accounts. The Accounts page appears.
  17. For each account, click or tap the icon in each of the following columns to configure access:
    1. View
    2. Deposit
    3. Withdraw
  18. Click or tap Save.
  19. Provide the new Login ID and default password to the new user.

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:

  1. In the navigation menu, click or tap  Commercial > Users. The User Management page appears.
  2. Locate the user you want to edit by browsing or searching for the user. Click or tap the edit user icon. The View User page appears.
  3. Verify the login name of the user in the Login Name field, and click or tap Assign Rights. The User Policy page appears.
  4. Configure the user rights and limits for each Transaction Type, the account features, and the account access.
  5. Click or tap Save.

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:

  1. In the Menu, click or tap Commercial > User Roles. The User Management page appears.
  2. Click or tap the User Role you want to edit.
  3. On the Overview tab of the User Policy page, click or tap the icons for Draft, Approve, Cancel, and View to assign rights to a Transaction Type
  4. Click or tap Save.
  5. Click or tap Close.

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:

  1. On the View User page for a user, click or tap Assign Rights. The Overview tab of the User Policy page appears.
  2. Click or tap Features. The Features tab appears.
  3. Click or tap features to assign to the user. These features may vary according to your configuration.
  4. Click or tap Save.
  5. On the success message, click or tap OK.

A user who has the Manage Users right assigned can edit the access that other users have to accounts.

To configure account access:

  1. On the View User page for a user, click or tap Assign Rights. The User Policy page appears.
  2. Click or tap Accounts. The Accounts page appears.
  3. For each account, click or tap the icon in each of the following columns to configure access:
    1. View
    2. Deposit
    3. Withdraw
  4. Click or tap Save.
  5. On the success message, click or tap OK.

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:

  1. In the Menu, click or tap Commercial > User Management. The User Management page appears.
  2. Locate the user that you want to delete. You can browse or search for the user. Click or tap the edit user icon. The View User page appears.
  3. Click or tap Delete.
  4. Click or tap Yes to verify the deletion.
  5. Click or tap Close.

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