First United Bank and Trust Company

How to create and configure an authorized user in My Cash Manager.

Overview

First United Bank and Trust Company allows you to grant access to your accounts by creating an additional user.

This is done through My Cash Manager, where you can:

• add a new user with their own login credentials
• choose which accounts they can access
• 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	First United Bank and Trust Company term
Delegated user	User
Admin	Administrator

Setup steps

1. Navigate to user management

Sign in to My Cash Manager.

Navigate to the user administration section to add a new user.

2. Create user

Click to add a new user.

Enter the required details as prompted by the interface.

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. Assign account access

Select the account or accounts this user should access.

4. Configure permissions (critical)

Assign the appropriate permissions or roles for the user based on the available options in My Cash Manager.

Important notes

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

Dual control is required for all transfer instructions delivered through ACH Services and Wire Transfer Services. One user must initiate the transfer and another user must approve the transfer and enter a token code generated through use of a security token.

Use one user per account if separate connections are required.