Shared Access

DIGITAL BANKING

Delegate financial management.

With Shared Access, safely and easily share financial management of an account with designated individuals.

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Shared Access FAQs

How do I set up a sub-user in Shared Access?

To set up a sub-user for your account, login to your Digital Banking account and click Additional Services in the menu and click Share Access with Others in the sub-navigation.

Click Add Person to start setting up your sub-user.

Enter the sub-user’s name, phone number and email address, then select the account or accounts the sub-user can access.

Select Click to grant access for a single account, or, click Grant full access to all accounts to share access to all displayed accounts.

Next, choose permissions for this sub-user. Select View only, Make internal transfers, and/or Make payments.

If you authorize your sub-user to Make Payments using Bill Pay, you’ll be prompted to enter the amount they are authorized to pay without your approval, and indicate whether they are allowed to add or edit payees. Click Done once complete.

Review the permissions for this sub-user and then click Save.

The Success screen will describe the steps the sub-user will need to complete in order to gain access to your Digital Banking account. This sub-user will be added to your Account Access list, which displays sub-user activity information.

Your sub-user will receive an email that contains an auto-generated username and password, as well as the instructions for activating their account.
How does a sub-user activate their account for Shared Access?
After an account administrator creates a sub-user, the sub-user will receive an email that contains an auto-generated username and password, as well as the instructions for activating their account.

The sub-user begins the activation process by logging in using their username and temporary password.

During the activation process, the sub-user must:
- Agree to the Digital Banking terms and conditions
- Complete a one-time verification code security authentication,
  using the phone number that you provided during set up
- Set a new password
Once logged in, the sub-user will have the ability to change the auto-generated username, by navigating to My Settings.
How do I manage sub-user access in Shared Access?

Within Shared Access, sub-users will only be able to view accounts that they are granted access to. They will have the option to see the balance and transaction history or download the transaction history. Sub-users, if provided permission, will also be able to transfer money and pay bills.

Sub-users will not have access to other features of Digital Banking, such as eStatements, and will not be able to access your account from their mobile device.

Once a sub-user activates their account, the date of their most recent log in will be displayed next to their name on the Account Access page. This page will display instead of the Grant access–Add Person page when you click Share Access with Others under the Additional Services navigation after you’ve set up your first user.

Edit a Sub-User

You can edit a sub-user’s name, email address, phone number and permissions by clicking Edit next to their name on the Access Manager page.

Revoke Access

From the Access Manager page, locate the sub-user’s name and use the access slider to change all permissions from Yes to No. Doing this will revoke all sub-user access and prevent them from logging into your Digital Banking account.
How do I approve a payment in Shared Access?
You will receive an email alert when you have a bill payment to approve within Digital Banking.

Once you have logged in to you Digital Banking account, your pending approvals can be accessed in two places:
1. The Share Access with Others link found under the Additional Services menu link
2. The Make a Payment box on the Digital Banking homepage
Click Additional Services, Share Access with Others, and review and approve payments from the Access Manager page. Any payments requiring approval will be listed at the top of the page.

Scheduled Bill Pay payments that need approval will be listed below the check image on the Digital Banking homepage. Click Review to review details and approve the payment. Once approved, you’ll see a Success message that confirms the pending payments have been approved.

What is Shared Access?

Shared Access allows you to grant user access to your Digital Banking account without sharing your log in credentials. This service is great for small business owners, individuals who work with accountants or financial managers, or spouses, family members or caregivers that need account access.

In Shared Access you determine the account permissions for each individual, called sub-user within the system. This includes the ability to transfer money between your internal accounts or make payments on your behalf. You can even set approval limits if you want to review and approve a payment before it is made.

Set up shared access today

Log in to Digital Banking
Go to Additional Services
Click on Share Access with Others

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Shared Access

Delegate financial management.

Shared Access FAQs

Edit a Sub-User

Revoke Access

What is Shared Access?

Set up shared access today

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