Assigning Access to Users

Giving Access:

To give access to a user select Person icon on the right side of the individuals make. This allows you to assign positions to other individuals and give them access to view selected accounts

1.Enter email address

2.Enter a password

3.Select Role (see Role Guide)

4.Enter Expiration Date (date user should no longer be able to access the program

5.Select the accounts you wish this user to have access to view the Account Statement/Account Activity Reports for.

To remove a users access, select the Remove Login button

Your individuals screen will show all uses that have access and what role is assigned to them. If the role is Green the user is current, if it is Red the user is expired.