Shared Access Help

Under the “Manage Money” menu in the main navigation within Online Banking, you will see a link called “Share access with others.” This link will take you to the page where you can add subusers and manage their permissions.

Once you save the subuser, they will receive an email at the address you provided for them with directions on how to setup their account. Once they activate their account, the date of their most recent login will be displayed next to their name on the access management page.

Subusers will only be able to see accounts they were granted access to when you, as the account holder, set them up.

Subusers will be able to make transfers and bill payments from accounts that these permissions were granted for.

The Bill Pay permission will only display for accounts that you have already setup as bill pay funding accounts. If you want to grant Bill Pay permissions to an account that is not currently a funding account, you must first go to the Bill Pay page and add this account as a funding account and then attempt to add a subuser again. The Bill Pay permission should then display for this account.

You can approve subuser transactions on the same page where you manage their permissions. To access this page, login to your account and under the “Manage Money” menu, click on the “Share access with others” link. The transactions that require your approval will be displayed at the top of this page with buttons to approve or deny the transactions.

Transactions that are pending approval do not show up on the main Bill Pay page. However, they will show up with a status of PENDING on the Bill Pay transaction history page. Transactions that are approved by the account holder will show up as normal scheduled payment on the main Bill Pay page. Transactions that are declined by the account holder will not be displayed on the Bill Pay page.

You will not be notified when the subuser makes transfers. If you have given the subuser access to make payments, you will be notified when they submit Bill Payments.

In order to make account transfers, you must grant subuser transfers permission to both the “to” and the “from” accounts. It’s possible that the subuser cannot make transfers between the accounts that you intended them to transfer between because you did not grant transfers permissions for one of those accounts.

Yes, you can do this by granting either view only or transfer/payment permissions to the set of accounts you want the subuser to see and access.

Yes, you can prevent transfers between accounts by only giving the subuser view only access to an account.

You can edit the subuser’s name, email address, phone number, and permissions by clicking the “Edit” link next to their name on the Access Manager page. Account holders cannot edit a subuser’s username or password. The subuser must do this by logging in and making these changed in the “My Profile” menu.

Absolutely! And at any time. Go to the page where you gave them access, find their name, look at the Access slider, and change the permission from “Yes” to “No.” Doing this will revoke all subuser access and prevent them from logging into Online Banking altogether.

The subuser can easily reset their password or retrieve their username using the links on the Online Banking login page. Additionally, you as the account holder can call Customer Service 574-235-2000 or your Banking Center to have your subuser’s password reset.