How do I add a user to the different entities within a business group?


To give users access to your entities or to ensure they can see the group overview, make sure you have: 
 

  • The Manage users permission and the right to View 
  • The Manage users permission in the specific entities you’d like to add users to, and the associated rights to View and Edit 
  • The Manage self-approved permissions permission and the associated right to View 
  • The Manage permissions permission and the associated right to View 

 

Good to know 

  • Verify that the user you want to add to a new entity has already been created and added to the main entity. 
  • A user created directly within an entity cannot be added to other entities in the business group. 

 

To add a user: 

  1. Sign in to online banking with the user code and password associated with the main entity. 
  2. Select the entity or group overview that you want to add the user to. 
  3. In the left menu under Administration, click Manage access
  4. Select the Users and permissions tab.  
  5. Click Add a user at the top right of the list of users.  
  6. The system will display the list of users available to be added (e.g., those created for the main entity or business group).  
  7. Select the users that you want to add, then click Submit
  8. If you want to add a user to multiple entities, you must repeat these steps for every entity desired. 

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