General Questions
You can cancel a subuser's access at any time. Go to the page where you gave them access, find their name, look at the Access slider, and change the per...
Fri, 7 Jun, 2019 at 2:37 PM
You can edit the subuser’s name, email address, phone number, and permissions by clicking the “Edit” link next to their name on the Access Manager page. Acc...
Fri, 7 Jun, 2019 at 2:38 PM
You can grant view only or transfer/bill payment permissions to the individual accounts you want the subuser to see and access.
Fri, 7 Jun, 2019 at 2:39 PM
You can limit the amount of money a subuser can move. When you grant BillPay permissions for an account, you will be prompted to enter a transaction limit. ...
Fri, 7 Jun, 2019 at 2:40 PM
By granting view only access to a subuser, you can prevent transfers between accounts.
Fri, 7 Jun, 2019 at 2:40 PM
By granting view only access to a subuser, you can prevent transfers between accounts.
Fri, 7 Jun, 2019 at 2:40 PM
Click on “Additional Services” in the main navigation and select “Share Access with Others” from the dropdown menu. This link will take you to the page wher...
Fri, 7 Jun, 2019 at 2:41 PM
In order to make account transfers, you must grant subuser transfers permission to both the “to” and the “from” accounts. It’s possible that the subuser can...
Fri, 7 Jun, 2019 at 2:42 PM
Transactions that are pending approval do not show up on the main bill pay page. However, they will show up with a status of PENDING on the bill pay transac...
Fri, 7 Jun, 2019 at 2:42 PM
Once you save the subuser, they will receive an email at the address you provided for them with directions on how to setup their account. Once they activate...
Fri, 7 Jun, 2019 at 2:43 PM