

9
Do you need to set up users?
Our Online Banking system allows business owners and managers to set up
multiple Online Banking accounts or “Users,” each with a unique user ID and
password.
If you are a larger business and think multiple accounts would be helpful,
please contact your accountant or business financial advisors to establish
the business policies. Once those policies are in place, the pages in this
section will help you establish and configure your Online Banking users and
their respective rights in the system.
If you manage a small company with only one person needing an Online
Banking ID and password, you can skip this section.
1.
Click the
Add User
button on the right-hand side of the screen.
2.
Enter the new user’s personal information. Fields marked with an asterisk are
required fields. When finished click
Save
.
To Add a New User:
For your convenience several features within Online Banking
have a Grid/List option in the upper-right corner. Click on both,
to discover which view option you prefer.
Click on the
Commercial
tab, then
User Management
.