1st Southwest Bank Business Online Banking User Guide

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User Management Adding a New Sub-User

You can set up a new sub-user by creating a new profile and assigning user permissions. It is important to contact the financial institution any time a new user is added to keep user contact information up to date.

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Click your profile in the lower left corner of the screen, then click Business management . Click the User management tab. 1. Click the “+ Create user” link. 2. Enter the user’s first and last name. 3. Enter the user’s email address. 4. Use the drop-down to select a user role. 5. Click the Create user button. 6. Enter your password and click the Confirm password button. An enable account screen presents after entering the password which must be done for the success of a user account creation. After enabling the accounts, the admin can send the email invite, edit permissions or click the Done button. Note : New users will be created using your organization’s default set of permissions. You can edit a user’s permissions at any time by going to their user profile. Go to page 10 for more information about editing a sub-user.

User Management: Adding a New Sub-User