How to create a user?

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

• The Create users permission and the associated right to Create

Then follow these steps: 

1. Sign in to online banking for business.   
   
2. In the left menu under Administration, click Create a user. 
   
3. Enter the user's name and family name, communication language and email. 
   
   • Once the profile has been created, these fields cannot be modified. If you make a mistake, you will have to delete the user to create a new one.  
     
   • The first or last name cannot contain numbers or special characters.   
     
   • To create an accounting software user, click Accounting software. 
     
4. Click Continue. 
   
5. Verify the information you entered, then click Create a user. Your user will be created by default with a password access. If you would like the user to sign in using a SecurID token, see our page on How to change the authentication method from password to SecurID token. 
   
6. In the Next steps screen, click See the list of users to complete the process. 
   
7. From the Manage access screen, look for the name of the new user you added in the search bar, and click on it. 
   
8. Send the user code displayed on the screen to the new user. 
   

Watch our demo to learn how to create a user.

Good to know 

• Your new user will receive their temporary password in an automated email. They can use it to sign in for the first time. 
  
• We advise users to update their profile by adding their mobile number when they sign in for the first time. 
  
• You now need to assign roles and permissions to your user to enable them to use online banking for business.