Online and Mobile for Business - Add and Manage Users

Add a User

1.Go to Additional Services menu > Manage Users screen.

2.Select Add a user button.

3.Enter user details:

• Phone number – used to get a one-time passcode for initial login. International numbers are supported but not phone extensions. FI sets max # allowed (up to 4).
• Email – where the username and password are sent. Only 1 allowed.

Modify Account Specific Access

Permissions can be broad to very narrow. The hierarchy is TIN > Account > Feature > Task.

 1.If the business has multiple Tax IDs, select one to view linked accounts.

2.Grant full access to all accounts within the selected TIN, if desired.

3.Grant full access to a specific account within the selected TIN, if desired.

4.Permission options for Checking, Savings, and Money Market accounts are the same.

5.Permission options for Credit Cards and Loans are the same.

Modify Account Specific Access

Expanded permissions for a specific account.  

6.Grant basic access to an account. Stop pay is host-dependent.

7.Permissions for Credit Cards and Loans vary from the other accounts:

• Loans do not have Stop Pay or Internal Transfer.

Basic permissions for Checking, Savings, and Money Market accounts:

Permissions for Loan accounts:

Set access for all accounts

These permissions are not assigned on a per account basis.  

Approve User

• Grants the ability to approve new user setups and changes to users.

Tools

• Online Statements.

Reports (if applicable)

• Reports available with the core solution and then enabled per experience in Admin Platform: Multi-Account Report, Payments Reports, and User Activity Report.

Any or all selected reports enables the Reports option in the main menu.

If the business has more than one Admin, the Business User access needs to be approved by one other Admin. Once the Initiating Business Admin clicks save, emails will be sent to the other Admins alerting them to this approval.

Manage Users

Business Admins and Users show on the Manage Users screen, in alphabetical order.

• Primary Admin can edit a Secondary Admin’s access.
• Secondary admins can manage other secondary admins; can only grant entitlements that they themselves have been granted.

User status descriptions:

• Active – user is active and can access Business Banking
• Active with warning icon – this user’s profile has been edited and changes need to be approved; user is active and can still log in and perform tasks based on existing entitlements
• 1st Source Bank Review Pending – if enabled, 1st Source Bank must screen and approve new or edited users
• On Hold – Grant Access toggle is set to OFF; user cannot access Business Banking.
• Setup Pending Approval – this user was added and must be approved before receiving login credentials via email
• Setup Approval Declined – an approver at the business declined this new user setup
• Update Approval Declined – an approver at the business declined an edit made to this user profile

Manage Users

Options for an Active User:

• Print details – full printout of all the user’s access and limits
• Edit user access – change anything except the user’s name
• Copy user – create a new user with this user’s permissions (only for the Primary Admin)
• Reset password – sends a temporary password to the user’s phone via call or text
• Generate access code – delivers a one-time access code on the screen that the Admin gives the user if needed during login (not for payment approvals)
• Delete user – permanently deletes the user from Business Banking
• Slide Access toggle to No to change status to On Hold (temporary hold)

Options for a Locked User – same options as above except:

• No Reset password and Generate access code options
• Reset password and Unlock user – unlocks the user and sends a new temporary password to the user’s phone via call or text
• Unlock user – unlocks user so they can login with original password