Business Online Banking Guide Platinum Bank

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User Management Adding a New User

You can set up a new 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 name in the lower left corner of the screen, then click Manage business . 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. Verify your identity using your primary verification method. 7. Click the “Select” link.

User Management: Adding a New User