Eastern Bank

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

Overview

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

This is done through Eastern Business Banking, where you can add a new user with their own login credentials, choose which accounts they can access, and define what they are allowed to see and do, such as viewing balances or initiating payments. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

Bank terminology

Concept	Eastern Bank term
Delegated user	User
Admin	Administrator

Setup steps

1. Navigate to user management

From the User Maintenance widget, click Add a New User. If the User Maintenance widget is not visible, use the Add Widgets drop-down menu to select it, and add it to the bottom of your workspace.

2. Create user

Enter the user’s details:

Field	Notes
User ID	Required
User Name	Required
Email address	Required
Business Phone Number	Optional
Mobile Phone Number	Optional
Time Zone	Required
Mobile User	Optional checkbox
Password	Required
Repeat New 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.

3. Configure permissions (critical)

In the Permissions section, check the box(es) for the permissions you would like to grant. You can select all permissions by clicking the Enable all Permissions button.

If you choose Select All Permissions, you may wish to deselect Require approval from another user. This will allow the user to process payments without requiring a different user to approve the payment before it is processed.

In the Approvals section, Limits are used to define overall dollar limits for transfers, wires and ACH transactions. These can be set at a daily cumulative or individual transaction limit.

4. Assign account access

In the Assign Accounts section, select the accounts the user will have access to. If you want to assign all company accounts to this user, check the Assign All Accounts box. If you check this box, the user will have access to company accounts added to Eastern Business Banking in the future.

5. Finalize

When complete, click Add User. You will see a confirmation message at the top of the screen and the user will appear in the User Maintenance widget in Entered status.

In the User Maintenance widget, click the applicable checkbox to select the user and click Approve to approve this user.

Important notes

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

Eastern Bank requires approval from another user (dual control) to fully activate a new user. The user will remain in “Entered” status until another administrator approves them.

Use one user per account if separate connections are required.