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Documentation Index

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Overview

Goldman Sachs Bank USA allows you to grant access to your accounts by creating an Authorized User. This is done through Goldman Sachs Transaction Banking (TxB), which provides comprehensive user access and entitlements management capabilities for administrators. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

Bank terminology

ConceptGoldman Sachs Bank USA term
Delegated userAuthorized User
AdminAdministrator

Setup steps

1. Navigate to user management

Sign in to Goldman Sachs Transaction Banking.Navigate to the user entitlement management section of the portal.
Click the button to add a new user.Enter the required details as prompted by the interface.
Assign the appropriate access levels and entitlements for the new user based on the options provided in the portal.
Review the setup and submit to complete the process.

Important notes

Goldman Sachs Transaction Banking utilizes dual approval control workflows. User creation and entitlement changes may require a second administrator to approve the action.
Multi-factor authentication via soft-token technology (push notifications to a mobile device) is required for authentication and approval workflows.
Use one user per account if separate connections are required.