Bank of Hope

How to create and configure an authorized user in Business Online Banking.

Overview

Bank of Hope allows you to grant access to your accounts by creating a Sub User.

This is done through Business Online Banking, where you can add a new user with their own login credentials and assign them a specific role that defines their permissions and account access.

Bank terminology

Concept	Bank of Hope term
Delegated user	Sub User
Admin	Company Admin

Setup steps

1. Navigate to user management

Sign in to Business Online Banking.

From the top navigation, select Settings and then click Manage Users.

2. Create user

Click the Add User button.

Enter the required details as prompted by the interface:

Field	Notes
First Name	Required
Last Name	Required
Email Address	Required
Phone Country	Required
Phone	Required
Login ID	Required
Password	Required
Confirm Password	Required
User Role	Select the appropriate role

Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.

3. Finalize

Review the setup and click Save New User Details to complete.

Important notes

If no account access is assigned within the selected User Role, the user will see no data.

Use one user per account if separate connections are required.