--000000000000de91f3061a251631 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thanks Tim! Helen - I haven't gotten an email or anything with login credentials, neither has Trent. Is there something we need to do on our end to get these credentials activated? On Tue, Jun 4, 2024 at 8:56=E2=80=AFAM Trent Dillard wrote: > Hi Tim, > > I just messaged you my mobile number. > > Thanks! > Trent > ------------------------------ > *From:* Timothy Thomas > *Sent:* Tuesday, June 4, 2024 7:48 AM > *To:* YANG, HELEN > *Cc:* Laszlo Kovacs ; Kate Goodrich kate.goodrich@thekey.com>; Trent Dillard > *Subject:* Re: New User Access > > Kate, your account has been set up. > > I'm still waiting to hear back from Trent with his mobile number. > > Thanks > > On Tue, May 28, 2024 at 1:58=E2=80=AFPM Timothy Thomas wr= ote: > > 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 and > 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 create > 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 gene= rated, > 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 w= hen > 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 dropdown= to add > the new user to the group and apply the same entitlements. Then sel= ect > *Review* to go to Step 5: Review. > > 2. *Copy Entitlements From A Group* =E2=80=93 select a User Group f= rom the > dropdown to have that group=E2=80=99s entitlements automatically ap= plied to the new > user without them joining the group. Then select *Review* to go to = Step > 5: Review. > > Note: