Climate First Bank Business Administrator Help Guide

10

Business Banking Approving New Users

New users that have not been napproved by an Admin or Manager are displayed in the Pending New Users tab with a “Pending” status. Users with the Manager or Admin role can approve new users and user updates made by another Manager or Admin. The system requires a second Manager or Admin to approve pending updates or new users and will not allow a user to approve their own changes.

1

2

3

In the sidebar, click Manage Users . 1. Click the Pending New User tab. 2. Click the icon and select “View User.” All pending changes will be highlighted. 3. Click the Review Pending Changes button.

Business Banking: Approving New Users