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