Bremer Bank

How to create and configure an authorized user in ONPointe Essentials.

Overview

Bremer Bank (now part of Old National Bank) allows you to grant access to your accounts by creating a user.

This is done through ONPointe Essentials, where administrators can add new users, choose which accounts they can access, and define what they are allowed to see and do, such as viewing balances or initiating payments.

Bank terminology

Concept	Bremer Bank term
Delegated user	user
Admin	administrator

Setup steps

1. Navigate to user management

Sign in to ONPointe Essentials.

From the left navigation, under Admin Manager, click Users.

2. Add User

Click the Add A New User button below the Select a User box.

3. User Information

Enter the user’s details as prompted by the interface.

Field	Notes
Company ID	Established by bank; used for login purposes; case-sensitive
User ID	Used for login purposes; case-sensitive
First Name	User’s first name
Last Name	User’s last name
Email	User’s email address; required for two-step verification
Time Zone	User’s home time zone
Business Phone	Optional
Enable text message notifications	Optional; required if user wants to use SMS text for alerts and two-step verification
Mobile phone number	Optional; can only be edited by administrator users for security purposes
Mobile Terms & Conditions	Optional; required if user wants to use SMS text for alerts and two-step verification
Street Address	Optional
City	Optional
State	Optional
Zip Code	Optional
Country	User’s country location
Company Zip Code	Required to have an answer but not used within ONPointe Essentials
Last four Digits of Business Tax ID	Required to have an answer but not used within ONPointe Essentials
Enable Date	Defaults to current date, but can be future dated
Temporary Password/Re-enter	Set a password for this user
Admin?	Check this box if you want this user to have administrative permissions

Click Save when finished.

4. Entitling Users to Permissions

Once the user has been created, a set of tabbed pages will appear below the user. Configure the user’s service entitlements using the toggle buttons to enable or disable the services.

Setting	Recommended
View Access	Enable
Account Alerts	Enable
Enable Transfer Money	❌
Enable Debit/Credit	❌
Approval Required for Debit	❌
Can Approve	❌

Click Save when finished.

Important notes

If no account access is assigned, the user will see no data.

Use one user per account if separate connections are required.