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How do I create new Admins and Users? 
 
As a Primary Customer Administrator (PCA) or Admin, you can easily create new Online Banking for Business Admins and Users. Here’s how: 
 
 

 
  1. In Online Banking for Business, select the Administration tab.
  2. Under “User Management”, select Create User.
Entering user information
  1. Enter the user’s name. A User ID will be automatically generated, which you can change if you like.
  2. Enter the user’s contact information, business address and profile details. 
    Note: you must enter a U.S. or Canadian mobile number for the new user. We need this to verify their identity with a one-time passcode when they sign in for the first time. What if my user doesn’t have a U.S. or Canadian mobile number?
  3. If this user requires 2-step verification (also known as 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 2-step verification?
  4. To move to Step 2: Entitlements, select Next.
Choosing how to add entitlements
  1. Choose how you want to add entitlements for this user:
    1. Add To A Group – select a User Group from the dropdown to add the new user to the group and apply the same entitlements. Then select Review to go to Step 5: Review.
    2. Copy Entitlements From A Group – select a User Group from the dropdown 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: the above options will only be available if you have created at least one User Group. 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 dropdown 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. 
  1. Select the services this user should have access to.
  2. You may have the option to select a role for each service.
    Note: For "online Account Opening" service, choose the Admin or User role to let the user open accounts.
  3. Most services will have your company’s standard settings applied. To customize the settings in a service for that user only:
    1. Select the link in the “Settings” column to open the Service Settings window.
    2. In the left-hand menu, choose the service and then select the Custom button in the top right.
    3. Make your changes and select Save.
  4. To move to Step 4: Accounts, select Next.
Adding 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. To move to the final step, select Review.
  1. On the User Information screen, review your user’s settings. 
  2. To make changes to any section, choose Modify.
  3. If everything looks good, select Complete.
When prompted, confirm your identity with your preferred 2-step verification option. What is 2-step verification? 
 
You’ve successfully created your new 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.
 

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