Optum Bank

How to create and configure an authorized user in Employer Portal.

Overview

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

This is done through the Employer Portal, where you can add a new user and assign them specific access levels for administering HSAs. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

Bank terminology

Concept	Optum Bank term
Delegated user	Site User
Admin	Primary Administrator

Setup steps

1. Navigate to user management

Sign in to Employer Portal at optumbank.com.

Click the Manage Site Users link located in the upper right corner of the Overview page.

2. Create user

Click Add a New User.

Enter the required details as prompted by the interface.

3. Configure permissions

Select the appropriate Site security access level for the new user. Optum Bank uses the following preset roles:

• Primary Administrator
• Approve Contributions
• Submit Contributions
• Read and Write
• Read Only

Important notes

An email will be sent to each user notifying them of their change in access.