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How do I set up a user on my business account?

Your business account allows you to add users with a separate login and the ability to limit access to certain features through varying levels of permissions, ensuring they only access the information they need.

If your business is owned by more than one person, one owner will be able to establish roles and add users, including the other business owner(s).

To add another user to online banking select Tools + Reports, then User Management. First, select the Role tab, this is where you can assign and choose what access your user has in online banking. Once completed you can move to the User tab. This is where the individual who is gaining access to the account information goes. Once these steps are completed the new user will receive an email with instructions for initial login.