How do I control what accounts subusers can see and actions they can perform?
After a subuser has been added, click on the User Admin tab to select their entitlements. There will be three buttons next to each user’s name: Banking, Transfers and ACH. In Banking, you can select the accounts that a subuser is able to view, and what information they can view about each account. You can also choose to allow e-Pay, Messages and Reports. In Transfer, you can select which accounts the subuser can transfer to or from and set transfer limits. In ACH, you can choose to allow the subuser access to your ACH service. By clicking on the subuser’s name, you can change the subuser’s profile information and if the subuser becomes locked out, you can unlock your subuser and reset his password. You can also disable the subuser if necessary.
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