How do I create a user for a business group?

To create a user for a business group in your online banking, make sure you have : 

• The Create users permission and the associated right to Create.

To create a user :

1. Sign in to online banking for business.
2. From the Choose context screen, click on the main entity.
3. In the left menu under Administration, click Create a user
4. Fill in the required fields and verify that the information is correct.
   • Once a profile has been created, these fields cannot be changed. If you make a mistake, you will have to delete the user to create a new one.
   • The first or last name may not contain numbers or special characters.
   • To create an accounting software user, click Accounting software.
5. Click Continue.
6. Verify the information entered, then click Create a user. Your user will be created by default with password access. If you want them to sign in with a SecurID token, see our page on How to change the authentication method from password to SecurID token.
7. In the Next steps screen, click See the list of users to complete the process.
8. From the top right of the list of users, click Create another user. The system displays the list of users available to be added (e.g., those created in the primary business or business group).
9. Click Add or Select all.
10. Search for the name of the new user added, and send them the new user code displayed on the screen.
11. Then, assign this user to an account group and a job role to ensure they have access to any relevant entities. Consult our How do I add a user to the different entities within a business group? page to learn more.
     

You can also use our demo to learn how to create a new user in online banking.
 

Good to know

When a user is created, only an email address is required. Users are strongly advised to update their profile with their mobile number the first time they sign in to online banking for business.
 

• You must first add the user to the main entity for them to appear in the list of users in the business group. Otherwise, they will not show up on this list.