Community Bank

How to create and configure an authorized user in Premier Business Connect.

Overview

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

This is done through Premier Business Connect, where you can assign specific user roles to manage access and permissions for your accounts. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

Bank terminology

Concept	Community Bank term
Delegated user	User
Admin	Company Admin

Setup steps

1. Navigate to user management

Sign in to Premier Business Connect.

In the Commercial tab, click User Management.

2. Create user

Click the Add User button in the top right corner.

Enter the user’s details:

Field	Notes
First Name	Required
Last Name	Required
Email Address	Required
Phone Country	Required
Phone Number	Required
Login ID	Required
Password	Required
Confirm Password	Required

Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.

Click the Save button when you are finished.

3. Configure permissions (critical)

In the Commercial tab, click User Roles.

Assign the appropriate user role to the user based on your Company Policy.

Important notes

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

Use one user per account if separate connections are required.