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Creating and managing sub users for business accounts

Learn how to create sub users and manage their permissions in Digital Banking for business accounts

How to create a sub user

  1. Select Commercial.
  2. Select Users.
  3. Click Add User.
  4. Fill out the user information, assign a login ID and password, and click Save.

How to edit sub user permissions

  1. Under Commercial, click Users to view the list of users.
  2. Click the pencil icon next to the username you want to edit.
  3. On the User Details page, click Assign Rights in the bottom corner.

Assigning rights

On the next screen, you’ll see three tabs:

  • Transactions: Set transaction limits for the user.
  • Features: Enable or disable features for the user.
  • Accounts: Choose which accounts the user can view, deposit to, or withdraw from.

Once all selections are made, click Save (top or bottom left corner).