Citizens Business Bank

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

Overview

Citizens Business Bank allows you to grant access to your accounts by creating a User in Business Online Banking. This process lets you provide each employee with their own login ID and password, and define what they are allowed to see and do by assigning a user role.

Bank terminology

Concept	Citizens Business Bank term
Delegated user	User
Admin	Company Admin

Setup steps

1. Navigate to User Management

In the Commercial tab, click User Management.

2. Add User

Click the Add User button in the top right corner.

3. Enter personal details

Enter the user’s first name, last name, and email address.

Select the user’s country using the “Phone Country” drop-down and enter their phone number.

4. Create login details

Create a unique login ID for the new user.

Enter a password following the bank’s guidelines and confirm it in the provided space.

5. Assign user role

Select the appropriate user role using the drop-down.

6. Finalize

Click the Save New User Details button when you are 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.