If you are the admin user for your business and have additional staff members or bookkeepers that you would like to be able to monitor or operate your account, then you can add them as user even if they are not an authorized signer for the account.
If you have not yet enrolled in online banking as a business user, please complete a request form.
Once enrolled, log in, click Business Banking and then Users.
Add a User
To add a new user, refer to the below instructions for businesses with basic logins or for businesses with access to payment services.
Users for Basic Business Logins
If your business does not have access to ACH or wire systems, use these instructions to add a user.
Click here to reveal instructions for adding a user
Click here to reveal instructions for adding a user
On the User Management page, click Add User
Fill in each field for the New User Details and then click Save New User Details
After adding the user, they will appear on your list with a Login Disabled status
Note: New users will always start off with a disabled login. User roles and permissions are set by the Cash Management Department.
We will contact you to establish your new user's permissions and complete the setup process
Users for Business Logins with Payment Services
If your business uses the ACH or wire systems, use these instructions to add a user.
Click here to reveal instructions for adding a user with payment services
Click here to reveal instructions for adding a user with payment services
On the User Management page, click Add User
Fill in each field for the New User Details and then click Save New User Details
After adding the user, they will appear on your list with a Login Disabled status
Note: New users will always start off with a disabled login. User roles and permissions are set by the Cash Management Department.
Have your new user download VIP Access and give you their Credential ID
Note: If any one user for a business has access to ACH or wire systems, then all users for that business will need to use VIP Access soft tokens even if they are established as a "view only" user. (For more detailed information about VIP Access setup, please refer to the Q2 Onboarding: Soft Token Setup Procedure)
Log in, click Messages and then the pencil icon to write a New Message
Write a message to Cash Management with your new user's name and Credential ID
We will contact you to establish your new user's permissions and complete the setup process
Unlock a User
As an admin user, you can step in to help your other users with login issues.
Click here to reveal instructions for unlocking a user
Click here to reveal instructions for unlocking a user
On the User Management page, find the locked user and click the pencil icon
On the User Details page, click the three-dot-button in the User Logins section and click Unlock login
Note: You can perform this same step for other login issues, such as the New password has expired status. The three-dot-button will not work for the Login Disabled status or the Normal status.
The user is now unlocked and their status will change to Normal
Note: You can also unlock a login directly from the homepage using the right menu widget. Click the three-dot-button beside your locked user. If you do not have the Locked Logins widget, you can add it. Click Settings and Homepage Preferences to add widgets.
Deactivate / Delete a User
As an admin user, you can also restrict or remove your other users
Click here to reveal instructions for deactivating or deleting a user
Click here to reveal instructions for deactivating or deleting a user
On the User Management page, find your user and click the pencil icon
On the User Details page, you can either deactivate or delete the user:
Deactivate User: A deactivated user retains their login information and permissions but will not be able to log in. They can be reactivated. To deactivate a user, click Edit Status in the top left corner and then Deactivate User.
Delete User: A deleted user is removed from your user list and will need to be re-added as a new user if you grant them access again. To delete a user click Delete in the bottom right corner.
If you need additional assistance, please contact our Cash Management Department at 781-783-1701. We are available Monday-Friday from 8:30 AM to 8:00 PM (ET).