What is Multi-User Management?
What is Multi-User Management?
Multi-user management feature for Business Accounts allows your team members to have different levels of access and administrative privileges to your business account.
Team members for Business Account have the following roles:
- Administrator (Owner)
Can view and manage all content, add and remove team members.
Is the only member that cannot be removed from the account.
- Administrator
Can view and manage all content, add and remove team members.
- Preparer
Can set up single payments for approval, view accounts and download statements.
How do I add or remove team members for my corporate account?
Team administrators can add or remove team members.
- The steps to add team members are as follows:
1) Administrator sends an invitation
Click [Team] on the homepage navigation bar - Click [Invite] button - Enter the invitee's email and role - Click [Send].
Note that you can change your role later, but you cannot change your email address once it is set. If the original email address is no longer in use, you will need to delete the sub-account and resend the email invitation.
2) Invitee accepts the invitation and activates the sub-account
The invitee receives the email, registers by email and sets a password, then the sub-account is created, and you can log in to Corporate Internet Banking.
- To remove a team member, proceed as follows:
Select the member you want to remove in the member details list and click [Remove Member].
