Busey Bank

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

Overview

Busey Bank allows you to grant access to your accounts by creating a User. This is done through Business Access, where you can add a new user with their own login credentials, 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	Busey Bank term
Delegated user	User
Admin	Customer Administrator

Setup steps

1. Navigate to user management

From the left navigation menu, select User Management.

2. Add new user

Click Add New User.

Enter the required details as prompted by the interface:

Field	Notes
USER ID	Typically the user’s first initial plus last name
USER NAME	The user’s first and last name
CONTACT NAME	Should be the same as the user name
Password	Enter a temporary password
Email	The user’s email address
Phone	The user’s phone number
Activation Date	Accept current date or select a future date
User Type	Defaults to User

Click Next to proceed.

3. Assign service entitlements

In the Assigning Service Entitlements section, check the Select All checkbox to assign all Core Services, Payment Services, and Other Services entitlements, or select them individually.

Under the Account Level Permissions tab, check the checkboxes corresponding to each account you want to assign entitlements to. Check the boxes in the appropriate columns if you want to assign Internal Transfers, Account Reporting, Loan Options, Wire Transfers, or Stop Payment Permissions.

Click Next to proceed.

4. Assign limits

In the Assigning Limits section, set the transaction limits for the user. You can choose to Defer to customer limits or set new limits manually for ACH, Transfers, Wire Transfers, and Loans.

Click Next to proceed.

5. Finalize

Review the details and entitlements on the Summary screen.

Click Save to complete. The new user will appear in the User Management list.

Important notes

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

Use one user per account if separate connections are required.