First Horizon Bank

How to create and configure an authorized user in BusinessConnect.

Overview

First Horizon Bank allows you to grant access to your accounts by creating a new user. This is done through BusinessConnect, where you can add a user with their own login credentials, choose which accounts they can access, and define what they are allowed to see and do. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

Bank terminology

Concept	First Horizon Bank term
Delegated user	Primary User
Admin	Administrator

Setup steps

1. Navigate to user management

Sign in to BusinessConnect.

From the top navigation or dashboard, go to the User Maintenance widget.

2. Create user

Click Add New User.

Enter the required details as prompted by the interface:

Field	Notes
User ID	Minimum of 1 character with maximum of 20 characters, no special characters
Email	Required
First Name	Required
Last Name	Required
Business Phone	Optional
Mobile Phone Number	Optional
Time Zone	Required
Login ID	Must be between 6 and 60 characters

Under the Other User Information section, select Primary User.

3. Configure permissions

Under the Permissions heading, place a checkmark in the boxes by the specific permissions desired or click the Select All Permissions box.

Setting	Recommended
Balances	✅
Transactions	✅
Statements	✅
Payments (initiate)	❌
Approvals	❌

4. Assign account access

In the Assign Accounts section, either mark the Assign All Accounts box or click in the blank field and select the specific account(s) desired.

5. Finalize and approve

Click Add User to save the new profile.

A new user record must be approved before it can be fully used. In the User Maintenance widget, find the new user, click the View actions drop-down, and click Approve.

Important notes

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

A new user record or a modified existing user record must be approved before it can be fully used by the individual.

Use one user per account if separate connections are required.