Northwest Bank

How to create and configure an authorized user in Commercial Center.

Overview

Northwest Bank allows you to grant access to your accounts by creating a User.

This is done through Commercial Center, where 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, 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	Northwest Bank term
Delegated user	User
Admin	Administrator

Setup steps

1. Navigate to user management

Sign in to Northwest Bank Commercial Center.

From the company details page, go to the Administration tab.

Select Actions and then select Add User.

2. Create user

Enter the user’s details. The following fields are available for entry:

Field	Notes
User ID	Required
First and Last Name	Required
Administration User	Checkbox
Lock Profile Fields from Company Edit	Checkbox
Enable Date	Required
Desktop Last Login	Auto-populated
Email Address	Required
Encrypted Report Password	Required
Phone Number	Required
Message Enabled Cell Phone Number	Required
Fax Number	Optional
Business Unit	Optional
Address/City/State/Postal Code/Country	Required
Time Zone	Required
Language	Required
Ignore Password Expiration	Checkbox
Authentication Type	Required
Company Zip Code	Required
Last four Digits of Business Tax ID	Required
Thousand Delimiter	Required
Decimal Delimiter	Required
Web Date Input Format	Required
Set Password	Required
Online Bulletin Service	Required
SMS Notification	Required

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. Configure services and account access

Services are provided based upon the services that are permitted to the company.

Select the services you wish to enable for the user, such as Alerts, Balance Reporting, Quick View, Transaction Search, etc.

To configure services for each user, accounts will need to be enabled. To do so, select the green briefcase icon next to the service.

Once account numbers are enabled for the appropriate service, select Save.

4. Configure user payments (optional)

If the user requires payment capabilities, navigate to the User Payment Settings screen.

These services are available for configuration by a company administrator: ACH Payments, Wire Transfer, Account Transfer, Payee Maintenance, Import Maintenance, and Stop Payments.

For each payment type, configure the permissions:

• Allow Entry
• Account Permissions
• Accounts
• Daily Transaction Amount per Account
• Daily Transaction Count per Account
• Single Transaction Amount

Important notes

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

Use one user per account if separate connections are required.