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Corporate user management

08/22/19
This article only applies to the Corporate Edition of Digital Banking.


Managing Existing Online Users

Step 1: Select "Administration" and then choose "Manage Users".​

Choose Manage Users from the menu

Step 2: Click on the pencil icon next to the user you wish to edit.

Click on the pencil icon to edit a user

Step 3: One of three update actions may be made to an existing user:

    1. Select "Edit Status" at the top and then "Deactivate User" to disallow a user from logging in without completely deleting the user.
    2. Select the "User Role" drop down menu to update the User Role for a user. Click "Update Role" upon completion.
    3. Select the "Delete" button to permanently delete the online user. This action cannot be undone.
      make user edits

NOTE:

  • The User Role update will go into effect upon the user’s subsequent logon after the change has been made.
  • Company Admin may be prompted for addition authentication to save update.
    SAC code required

Creating New Online Users

Step 1: Click the "Add User" button.

Add new user button

Step 2: Complete all required fields which are designated with a red asterisk.

Step 3: Click the "Save" button when done.

Save the new user
NOTE: Reference the User Roles setup guide for assistance with setting up a User Role.