Sub-Users tab

This screen allows you to choose Sub-Users and grant them the access to view accounts and create transfers. Permissions are given per user, per account.

Note: For more information about Sub-Users, see the Settings >> Sub-Users.

  • Grant Access To: Using the drop-down, select the Sub-User. Click the green plus sign to grant access.

Confirm your intention to grant access.

  • Permissions: To grant permissions, click Edit under their name and then checkmark the box or boxes you wish them to have access to. Click Save or Cancel. This process is repeated for each person listed as a Sub-User under this account.