Business Online Banking Guide Platinum Bank

53

10

8

9

11

8. Use the toggles to select the accounts the user will have access to. 9. Click the Done button. 10. Click the Enable accounts button. 11. A success message will appear. Choose either: a. Send email invite to send an email invite the the newly created user. b. Edit Permissions to edit the user’s permissions. c. Done to return to the manage users page. 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 54 for more information about editing a user.

User Management: Adding a New User