Climate First Bank Business Administrator Help Guide

18

Business Banking Restricting User Access

In the case where the Business Admin needs to prevent a user from logging in either temporarily or permanently, the user can be disabled. If the user needs to be deleted from the business, the Business Admin will need to contact Climate First Bank.

Note : Managing Users on mobile devices is limited to enabling/ disabling users..

In the User Operations section, you can:

• View the number of failed login attempts • Reset login attempts (unlock user) • View the last updated date • Disable/enable user

Disable/Enable a User

1

2

3

In the sidebar, click Manage Users . 1. Click the icon and select “Edit User.” 2. Click the Disable User/Enable User button. 3. Click the Confirm button.

Business Banking: Restricting User Access