Good to know: Before you start, make sure you have the required access to manage a user. Learn more about the different types of users or administrators.

1. Create a job role

A job role is a set of at least one permission allowing your user to perform certain tasks when signing in to Internet Banking Solutions for Businesses.

Need help?

• Consult our How to create a job role for a user page. 
• Watch our demo to learn how to create a job role
• Consult our cheat sheet for permissions to add to the job role.

The creation of a job role will be pending approval. You can view the status in the Approval log tab. A notification will be sent to the representatives who need to give their approval.

2. Create an account group

Next, you'll need to create an account group (if an account group already exists, go to the next step).

Need help?

• Consult our How to create an account group for a user page. 
• Watch our demo to learn how to create an account group.

When an account group is created, it will be pending approval. You can view the status in the Approval log tab. A notification will be sent to the representatives who need to give their approval.

3. Create a user

Now that you've created a job role and an account group, you can create a new user (if the user already exists in your company's Internet Banking Solutions, proceed to the next step).

Need help?

• Consult our How to create a user page
• Watch our demo to learn how to create a new user.

4. Assigning a job role and an account group

Once your user has been created, you can assign them a job role or an account group.

Need help?

• Consult our How to assign a job role and How to assign an account group to users pages.
• Watch our Manage user roles and limits demo to learn how to change a user's permissions.

When a job role and account group is assigned, it will be pending approval. You can view the status in the Approval log tab. A notification will be sent to the representatives who need to give their approval.

Are you finished? Your user can now upload files and download reports in Internet Banking Solutions for Businesses