Business user administration allows authorized Business Administrators to manage users, permissions and entitlements within digital banking. The updated experience introduces revised and enhanced workflows for managing business access and administrative functions.
Key changes
User administration tools are centralized and streamlined.
User roles, permissions and entitlements are simplified for a better user experience..
Primary benefits
- Improved, intuitive experience for managing users and entitlements
- More centralized access to administrative tools and settings
- Improved navigation for user administration tasks
- Streamlined management of user roles and permissions
Frequently Asked Questions
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Can businesses change their usernames?
Not at this time.
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Will business customers log in the same way they do now after launch?
No, different app.
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Sometimes bookkeepers have logins to multiple online accounts. Will we be able to facilitate this setup?
Yes, through user entitlements and business administration features. Configuration does require validation.
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Will businesses with multiple businesses and EIN’s be able to do the self enroll with the upgrade?
Yes.