How-Tos and FAQs for Businesses

Yes, you can. As a business account owner/administrator, you can customize each user’s access to your account. Employees who help manage your day-to-day affairs, like accountants, payroll specialists, and business managers, are given a set of permissions (called a role – see the related FAQ below) that determines their level of access. Here’s how to add a user to your digital banking business account.

Before you add users to your digital business banking account, you’ll need to establish roles that grant users permission to perform a variety of tasks. Roles are generally designed to match corresponding positions or duties within a business rather than for individuals. Here’s how to add a role to your digital banking business account.

To a point. A business's owner and primary account holder is generally designated a Business Admin who has permission to perform all tasks within the account. The Business Admin can then grant permissions to other users to perform a vast majority of those tasks.

A Business Admin or other users with View Users & Roles permissions can view and audit other business users' digital banking activity by clicking Manage Users, then Activity Log. Search, filter, and sort functions may be used to facilitate the business's audit practices.

All prior transactions will continue as scheduled and won’t be affected.