Coast Capital Savings

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

Overview

Coast Capital Savings allows you to grant access to your accounts by creating a delegate.

This is done through Coast Online Banking for Small Business, where you can set your employees up as authorized delegates and control their access privileges. You can create read-only delegates to view and check accounts or initiator delegates to create transactions for you to review and approve.

Bank terminology

Concept	Coast Capital Savings term
Delegated user	delegate
Admin	signer

Setup steps

1. Navigate to Manage Delegates

Sign in to digital banking through a computer.

From the menu, tap Business Services, then Manage Delegates.

2. Add a delegate

Click Add Delegate.

Enter the required details as prompted by the interface.

3. Configure permissions

Select the appropriate access level for the delegate. Coast Capital Savings uses preset roles:

• Read-only: Allows the delegate to view and check accounts.
• Initiator: Allows the delegate to create transactions for you to review and approve.

Important notes

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

Your delegate will receive a temporary password through the contact method you specified. After logging in for the first time with that password, they will be prompted to set a new password.

Use one user per account if separate connections are required.