ATB Financial

How to create and configure an authorized user in ATB Business.

Overview

ATB Financial allows you to grant access to your accounts by creating a User. A Role includes a group of Users who all have the same permissions and responsibilities in ATB Business, while a User is an individual person within your company that is assigned to a Role.

Bank terminology

Concept	ATB Financial term
Delegated user	User
Admin	Administrator

Setup steps

1. Navigate to user management

Sign in to ATB Business.

From the main navigation, click Admin, then click Users.

2. Create user

Click the Create user button at the top-right of the table.

On the New User page, under User information, enter the user’s details:

Field	Notes
Username	Required
First name	Required
Last name	Required
Email	Required

Click Check username to make sure that the username hasn’t been taken already. When you’re done, click Next.

3. Assign account access

Assign the new user to an existing role. Select the desired role from the list and click Next.

4. Finalize

Verify the user details. If you need to make any edits, click Previous.

If everything looks good, click Create User. A banner will appear letting you know that the user has been successfully created.

Important notes

If approvals aren’t required to verify the edits you’ve made, then the changes will be immediate. Otherwise, the changes will take effect when the notified approver gives the go ahead.

Use one user per account if separate connections are required.