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Manage Users & Roles

Grant online account access to one or more employees while maintaining control over what transactions they are able to perform.

 
 
 
  • Set yourself up as a primary user with full administrative rights and employees as secondary users with limited permissions
  • Monitor employee's use by viewing wires and ACH batches
  • Set dollar limits for users authorized to perform account transfers
  • Other permissions you can assign include managing alerts, user roles, and stop payments
  • There's no limit to the number of users that can be created

Getting Started
To set up users and roles:

  1. Sign on to Business Online Banking
  2. Under the Users tab, click "Manage Roles"
  3. Create one or more roles
  4. Click "Manage Users"
  5. Create one or more users, assigning role(s) that you established