1. Rest your cursor on the User Maintenance on the Administration menu. A drop down menu appears. Click on the User Profile Maintenance option. The User Profile Maintenance screen appears.
2. Click the New button to clear the fields.
3. Enter the user name and user ID. The end user an employee of the customer that is given access to application by the company administrator the customer, or a person assigned by the customer, who will have administration responsibilities in the Commercial Customer Platform of the application. or a user administrator. will use the user ID when he or she logs on the Commercial Customer Platform.
4. Enter the end user’s password. The end user will also use this when he or she logs on to the Commercial Customer Platform.
5. Enter the password a second time in the Confirm field. This provides verification of the password.
6. Enter the end user’s email address.
7. In the Account List section, click the checkboxes on the grid to grant the user permission to use specific system services with specific accounts. Use the All checkbox for a row to give the user full permissions for an account, or use the Select All checkbox for a column to give the user permission to use a given service on all applicable accounts.
8. Set the Features/Services checkboxes to grant the user appropriate permissions for Business Banking system services.
Note: If your company does not have access to a particular service, that option will not appear in the navigation column. However, it will appear on the Administration/User Maintenance screen in gray, indicating availability.
9. Click the Add button.
Note: If Dual Control is enabled, the new user profile will be in a pending status waiting to be approved or denied.