How do I create users in BMO DepositEdge?

As an administrator, you can easily create new BMO DepositEdge users. Here’s how:

1. In Online Banking for Business, select the Administration tab.
2. Under “User Management”, select Create User.

Step 1: User Information

1. Enter the user’s first and last name. We’ll automatically suggest a User ID, which you can change if you like. When you’re ready, select Next.
2. Enter the user’s contact information, then click Next.
3. Enter the business address, then select Next.
4. Make sure the user type is set to PCA, Admin or User, then select Next. 
   Note: If this user requires secondary authentication at Sign in, move the toggle to Yes. Then, on the next screen, select the method you want them to use. What is secondary authentication?
5. To move to Step 2: Entitlements, select Next.

Step 2: Entitlements

1. Choose how you want to add entitlements for this user:
   1. Add To A Group – Select a user group from the list to add the new user to and apply the group’s entitlements. Then select Review to go to Step 5: Review. 
   2. Copy Entitlements From A Group – Select a user group from the list to have that group’s entitlements automatically applied to the new user without them joining the group. Then select Review to go to Step 5: Review. 
      Note: You need at least one existing user group for these options to be available. User groups are an easy way to set up and manage entitlements for two or more users.  How to create a user group
   3. Copy Entitlements From Another User – Select another user from the list to have their entitlements automatically applied to the new user. Then select Review to go to Step 5: Review. 
   4. Start From Scratch – manually select the new user’s entitlements. Select Next to move to Step 3: Services. 

Step 3: Services

1. Check the BMO DepositEdge service. Then in the “Settings” column, click on Custom.
2. Choose which role you want the user to play. 
3. Once you’re done, select Save.
4. To move to Step 4: Accounts, select Next.

Step 4: Accounts

1. To view the accounts this user has access to in each service, select the link under “Accounts”.
   Note: All eligible accounts will be entitled by default.
2. To add or remove accounts, tick or untick the checkbox next to the account.
3. Select Save.
4. Select Review to move to the final step.

Step 5: Review

1. Review your user’s settings. To make changes to any section, choose Modify.
2. If everything looks good, select Complete.

You’ve successfully created your new BMO DepositEdge user. 
 
Please send them your Company ID and the User ID you created for them. They’ll use that, along with the temporary password we’ll send them, to sign in to Online Banking for Business and create their permanent password.
 
Note: If your new user requires approval, they’ll be able to sign in once they’ve been fully approved.