Triad Bank Digital Banking User Guide

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Adding a New Sub-User You can set up a new sub-user by creating a new profile and assigning user permission.

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Click the “Manage Profile” link at the top of the side menu. 1. Click the icon. 2. (Optional) Select a user to copy account access and permissions from. 3. Enter the user’s full name.

4. Enter the user’s email address. 5. Enter the user’s display name.

6. Enter an invite answer. This is the answer you would like the new sub-user to enter when they validate their access. The sub-user will receive an email requesting they click a link; they will then add the answer you’ve added. Communicate the answer with them before finishing this process so they know what they should answer. They have 24 hours to respond.

Sub-Users: Sub-Users Overview