Glacier Bank

How to create and configure an authorized user in Online Banking.

Overview

Glacier Bank allows you to grant access to your accounts by creating a CM User in Online Banking. 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 through granular entitlements.

Bank terminology

Concept	Glacier Bank term
Delegated user	CM User
Admin	Administrator

Setup steps

1. Navigate to user creation

In Online Banking, click Cash Management > Users > New CM User.

2. Complete user settings

Complete the Cash User Settings.

Field	Notes
User Name	Enter the user’s Full Name (First and Last name).
Administration	Assign the level of authority. Set to No or View for a standard delegated user.
Wire Password	For transmitting outgoing domestic wires.
View Position/Activity Report	To access BIA Download file (if applicable).
Hold User	Prevents the user from having online access. Leave blank for new user.
Mobile Phone Number	For alerts sent via text messaging.
Wireless Provider Address	Wireless carrier for Mobile Phone Number.

3. Configure limits and access times

Edit the daily Access Times to indicate which days and times the user can access Online Banking (skip to allow ALL day access).

If the user will scan checks or schedule payments, select Yes to Enable EPS Access for this User.

Enter amounts in the appropriate limit fields for this user (e.g., Daily ACH Limit, Transfer Limit, Per Wire Limit, Daily Wire Limit).

4. Assign entitlements

Check the boxes to enable the applicable ACH Entitlements for this user.

On the next screen, select the User Entitlements.

Setting	Recommended
Balances (Current/Prior Day)	✅
Transactions (Inquiry)	✅
Statements (Inquiry)	✅
Payments (Initiate)	❌
Approvals	❌

5. Assign account access and finalize

The accounts available for this Company are listed in the Select Accounts section. Select the accounts this user should access.

After checking all applicable entitlements, click Submit at the bottom of the screen.

You will be directed back to the CM User List screen. Click Send to notify the new user about their new online banking access.

Important notes

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

For wire transfers, Dual Wire Control is highly recommended and may be required by the bank.

Use one user per account if separate connections are required.