--000000000000b00fce061987f407 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 832-545-3879 On Tue, May 28, 2024 at 1:58=E2=80=AFPM Timothy Thomas wrot= e: > Thanks Helen, > > Kate and Trent, please send me your mobile numbers. > > > > On Tue, May 28, 2024 at 12:37=E2=80=AFPM YANG, HELEN = wrote: > >> Hi Timothy, >> >> Hope all is well! >> >> Only Primary Client Administrators can add users. Please follow >> step-by-step guide below: >> >> If you need a walk through to ensure users are added correctly, you can >> reach out to my colleagues at the Helpdesk at 1-800-565-6444 option 1 an= d >> then 6 for further assistance. Hope this helps, >> >> >> >> *How do I create new Admins and Users?* >> >> >> >> As a Primary Customer Administrator (PCA) or Admin, you can easily creat= e >> new Online Banking for Business Admins and Users. Here=E2=80=99s how: >> >> 1. In Online Banking for Business, select the* Administration tab.* >> 2. Under =E2=80=9CUser Management=E2=80=9D, select *Create User.* >> >> *Step 1: User Information* >> >> 1. Enter the user=E2=80=99s name. A User ID will be automatically gen= erated, >> which you can change if you like. >> 2. Enter the user=E2=80=99s contact information, business address and= profile >> details. >> Note: you must enter a U.S. or Canadian mobile number for the new >> user. We need this to verify their identity with a one-time passcode = when >> they sign in for the first time. What if my user doesn=E2=80=99t have= a U.S. >> or Canadian mobile number? >> >> 3. If this user requires 2-step verification (also known as secondary >> authentication) at sign in, move the toggle to *Yes. *Then, on the >> next screen, select the method you want them to use. What is 2-step >> verification? >> >> 4. To move to Step 2: Entitlements, select *Next.* >> >> *Step 2: Entitlements* >> >> 1. Choose how you want to add entitlements for this user: >> 1. *Add To A Group* =E2=80=93 select a User Group from the dropdow= n to add >> the new user to the group and apply the same entitlements. Then se= lect >> *Review* to go to Step 5: Review. >> >> 2. *Copy Entitlements From A Group* =E2=80=93 select a User Group = from the >> dropdown to have that group=E2=80=99s entitlements automatically a= pplied to the new >> user without them joining the group. Then select *Review* to go to= Step >> 5: Review. >> >> Note: the above options will only be available if you have created >> at least one User Group. User Groups are an easy way to set up and= manage >> entitlements for two or more users. How to create a user group >> >> 3. *Copy Entitlements From Another User* =E2=80=93 select another = user >> from the dropdown to have their entitlements automatically applied= to the >> new user. Then select *Review *to go to Step 5: Review. >> >> 4. *Start From Scratch* =E2=80=93 manually select the new user=E2= =80=99s >> entitlements. Select *Next *to move to Step 3: Services. >> >> >> *Step 3: Services* >> >> 1. Se