Online:
Log in to your account.
Select Tools > Access Manager.
Click Add a new user.
In the App:
Select the profile icon.
Select Settings.
Under Login and Security, select Access Manager.
Select the Add User icon.
From here, you can add users and set their access levels:
Account Holder – This user is the business owner or primary signer. They can add additional users, as well as edit their access level.
Admin – This user has the same permissions as the Account Holder. Unlike Account Holders, they do not need to be signers on the account.
Collaborator – This user cannot edit or add additional users, but can initiate money movement tasks, such as wire and ACH transfers, Bill Pay, and mobile deposits.
Viewer – This user can view account information and adjust some settings, such as two-factor authentication, but they cannot perform money movement tasks.
