The Community Bank Digital Banking Business Features Guide

9

User Management Adding a New Sub-User

You can set up a new sub-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 profile in the lower left corner of the screen, then click Business Management . 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. Enter your password and click the Confirm password button.

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 10 for more information about editing a sub-user.

User Management: Adding a New Sub-User