CrossFirst Bank Corporate and Treasury Guide

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User Management Users Overview

Business Digital Banking allows you to create users with different permissions. New users are assigned a unique login ID and password, as well as their contact information. Once a user has been created, you must assign their User Role, which determines their access and permissions. Go to page 7 for more information about User Roles. User Management Overview The User Management page lets you view all your existing users and their contact information in one easy place. From here, you can create users, edit rights and oversee your employees on a day-to-day basis.

C

A

B

In the Business Services tab, click Users . A. The following information presents for each user: • Name • Email address • Applied user role • Status • Last login time B. You can click on a user role to make edits. C. Click the

icon next to the Users column to sort users in alphabetical or reverse alphabetical order, by email address, role, status or last login.

User Management: Users Overview