Adding A New User With View Access Only¶
The below sets out the steps for adding a user with View Access permissions. If you would like the new user to be an Authorised Signatory, Instruct Payments, or be an Administrator, please follow these steps: Adding User with Due Diligence Requirements.
Required: Administrator Permissions
- Note: Only existing enabled users with Administrator permissions may add new users.
- If your Administration Rules are setup to require more than one approver, the other approver(s) will receive a notification to sign in and approve the account change.
Related Pages
1. Go to “User Management”¶
1. Click "USER MANAGEMENT"
2. Adding a user¶
2. Click "ADD USER"
3. Creating User Profiles¶
You can create user profiles from existing contacts or add new ones. Follow these steps based on the contact's status:
-
For Existing Contacts:
- Select the contact's name
- Assign the necessary transaction and/or administrator permissions.
- Proceed to the next step.
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For New Contacts:
- Enter the contact's details, including their name, contact information, user permissions, and relationship to the entity.
- Complete any additional due diligence based on their role and permissions.
Selecting User Permissions
Learn more about User Permissions and Controls
3. Click "Yes or No"
4. For Transaction permission, select “View Access”
5. For Administrator permissions, select "No”"
6. Once all the information is completed, click "SAVE"
7. When ready to submit the account change for approval, click “SUBMIT FOR REVIEW”
8. A pop-up modal will appear to confirm your submission. To confirm submission of account change, click “SUBMIT FOR REVIEW”
4. Approving New Users¶
Approving Changes to Settings
If your Administration Rules are setup to require more than one approver, the other approver(s) will receive a notification to sign in and approve the account change. To expedite the process, please contact the other approvers and ask them to follow the steps for Approving Changes to Settings.
5. Final Step: Enable the User¶
Reminder: Enable the User
Once changes have been submitted and after Administrative Approval has been completed, an Administrator will be required to Enable the User
Approved View Only Users can Get Verified
Once the new user with View Access only is approved, they may choose to Get Verified. New users can now easily submit their own KYC documents and get access to more account features. Learn more about Get Verified.