Laurentian Bank of Canada

How to create and configure an authorized user in LBC e-Flex.

Overview

Laurentian Bank of Canada allows you to grant access to your accounts by creating a user.

This is done through the LBC e-Flex platform, where you can add a new user with their own login credentials and assign specific transaction limits. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

Bank terminology

Concept	Laurentian Bank of Canada term
Delegated user	user
Admin	Administrator

Setup steps

1. Navigate to user management

Sign in to LBC e-Flex.

From the navigation menu, go to the User Management tab.

2. Create user

Click Add a user.

Enter the email address of the user to be created.

3. Configure permissions and limits

Assign the appropriate roles and limits for the user. Every user will have two distinct limits within LBC e-Flex: a transaction creation limit and a transaction approval limit. Set these as appropriate for the user’s role.

Important notes

Connection to the LBC e-Flex application will be through an email address. As such, each user must have a unique and valid email address.

Use one user per account if separate connections are required.