CIBC Bank USA

How to create and configure an authorized user in CIBC Business NetBanking.

Overview

CIBC Bank USA allows you to grant access to your accounts by creating a User.

This is done through CIBC Business NetBanking, where you can add a new user with their own login credentials and choose which accounts they can access.

Bank terminology

Concept	CIBC Bank USA term
Delegated user	User
Admin	Administrator / Super User

Setup steps

1. Navigate to user management

Sign in to CIBC Business NetBanking.

From the top navigation, go to: Administration → User Management.

2. Create user

Click Add User.

Enter the required details as prompted by the interface.

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. Assign account access

Select the account or accounts this user should access.

This must be done for each account individually. If skipped, the user will not see any accounts.

4. Configure permissions

Configure the user’s permissions as prompted by the interface.

5. Finalize

Review the setup and click the confirmation button to complete.

Important notes

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

Some advanced features in CIBC SmartBanking for Business or Cash Management Online (CMO) may require a signed letter of direction or contacting your relationship manager to grant administrator rights.

Use one user per account if separate connections are required.