Essentials User Management

Select Administration then Manage Users.
Select Add User.
Complete all fields on the Personal and Login Details sections.
Select Save New User Details.
Click on each transaction type listed to configure the user’s entitlements and limits.
On the Rights tab, select the user’s Draft, Approve and Cancel rights by toggling the checkmarks on or off.
Click the drop-down menu next to the View option to establish the necessary view rights.
- Can view all transactions allows viewing of transactions initiated by any online banking user within the company.
- Can view own transactions allows viewing of the user’s own transactions.
- Cannot view any transactions allows no transactions to be viewed.
On the Approval Limits section, enter the user’s transaction dollar and count limits.
Next, click on the Features tab.
Select the appropriate non-transactional features the user should have access to by toggling the checkmarks on or off.
Click on the Accounts tab to designate the user’s account rights.
- The circle with a slash means that access is disabled but can be enabled.
- The lock means that access is disabled for the company and cannot be enabled.
- The checkmark means that access is enabled.
- The Show unassigned accounts link unhides accounts without any view, deposit or withdrawal access.
Click Save to complete the process.