Business users with Admin permissions can invite new staff, or sub-users, to their business accounts and grant them different access levels through Manage Users. Manage Users is available on the web app and mobile app.

In this article:

Add a New User

To invite a new sub-user to a business banking account:

From the web app, select the Tools menu, then select Manage users.

From the mobile app, select the More menu, then scroll to the Login & Security section and select Manage users.
On the Team page that appears, select Add a new user.

On mobile, select the person icon on the upper right.
Under User info, add the new user’s first name, last name, email address, and phone number—which are all required. The same business email address may be used for multiple users. The phone number entered will be used for two-factor authentication. After entering information on the mobile app, select Next.
Under Access level, select one of the following levels of access for the user: Admin, Collaborator, or Viewer.
- Admin – Provide the user with full access, including adding new users and managing existing users. These users are similar to the account owner, but they do not need to exist in the {{glossary.Core}} banking system.
- Collaborator – Provide the user with access to specific accounts and specific permissions. For details, see "For Collaborators" below.
- Viewer – Select the specific accounts the user can have view-only access to by checking the box next to the account name. The user can still make some changes like editing their two-factor authentication devices.
  For Collaborators
  When adding Collaborator access, follow these additional steps:
  
  1. Under Accounts, check the box next to the account(s) this user should have access to.
  Note: Collaborators must have access to All accounts (including future accounts) in order to see the "Freeze or unfreeze debit/credit cards" and "View account statements" permissions options in step 2 below.
  
  2. Under Permissions, check the box next to the actions this user is allowed to make to the account(s) selected above.
  
  The following permissions are available:
Select Send invite to finish. The new user receives an email with instructions to create their login credentials for Digital Banking. In {{glossary.UAT}} environments, a message appears onscreen with a link, which can be helpful for your financial institution when testing, since UAT environments do not send emails.
Note: Invites sent to other users expire after 72 hours, so make sure the invitee can accept it within that time.

View or Edit Existing Users

Users with Admin access or account holders can edit user permissions. To view or edit the users of the business banking account:

From the web app, select the Tools menu, then select Manage users.

From the mobile app, select the More menu, then scroll to the Login & Security section and select Manage users.
A list of existing users appears on the Team page.

The following information shows for each user on the Team page:
- Name – User's full name
- Email – User's email address
- Role – Either Account owner, Admin, Collaborator, or Viewer. Note: Account owners cannot be edited.
- Status – Either "Active," "Pending," or "Deactivated." "Pending" users have not yet accepted the invite sent to them. To resend the invite, select the row of the pending user, then select Resend invite.
- Last Login – The date the user was last signed in to Digital Banking
On the Team page, select anywhere in the user's row to open that user's permission details and edit.
After making changes, select Save to finish. If the user is in "Pending" status, select Resend invite. Note: You cannot edit users in "Deactivated" status.

For accounts that have multiple users, the option is available to filter the list by role and status. Select the Filters menu, and select the box next to the Role or Status to be filtered.

Filter options for user roles and statuses in a management interface.

Deactivate a User

Users with Admin access or account holders can deactivate users so they cannot access the business banking account:

From Manage Users on web or mobile, select the user you would like to deactivate.
On the page that appears, select Deactivate user.
Select Yes to confirm.

Reactivate a User (Web Only)

Users with Admin access or account holders can reactivate sub-users who were previously deactivated. Note: This action is only available on the web app, not the mobile app.

To reactivate a user:

From Manage Users, select the row of the user you would like to reactivate. Their status should be "Deactivated."
Scroll to the bottom of the page that appears and select Reactivate user.

The reactivated user's status displays as “Pending" until they log in and set up their credentials.

User Management