Commerce Bank

How to create and configure an authorized user in Commerce Connections.

Overview

Commerce Bank allows you to grant access to your accounts by creating a Corporate User.

This is done through Commerce Connections, where you can assign users to specific Corporate Groups that define their roles and permissions.

You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

Bank terminology

Concept	Commerce Bank term
Delegated user	Corporate User
Admin	Corporate Administrator

Setup steps

1. Navigate to user management

Sign in to Commerce Connections.

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

2. Create user

Click Add to add a new user.

Enter the required details as prompted by the interface in the User Information section.

3. Configure permissions

Assign the new user to the appropriate Corporate Group(s) in the Assign Groups section. This will determine their permissions and access levels.

4. Set up notifications

Select which notifications should be received by the user in the Notifications section.

5. Finalize

Review the setup and click the confirmation button to save the new user.

Important notes

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

Commerce Bank’s ACH Origination system utilizes multi-factor authentication by way of a secure token. Dual verification (approval by a second Corporate Administrator) may be required for certain actions or user setups depending on your organization’s configuration.

Use one user per account if separate connections are required.