Pacific Premier Bank

How to create and configure an authorized user in Business eBanking.

Overview

Pacific Premier Bank allows you to grant access to your accounts by creating a user in the Business eBanking portal.

This process enables you to entitle users with specific privileges, such as Initiators and Approvers, to securely access account data and initiate transactions without sharing your primary login.

Bank terminology

Concept	Pacific Premier Bank term
Delegated user	User
Admin	Administrator

Setup steps

1. Navigate to user management

Sign in to Business eBanking.

From the main menu, go to Administration and select Company Administration.

2. Create user

Click to create a new user.

Enter the required details as prompted by the interface.

3. Assign account access

Select the account or accounts this user should access.

4. Configure permissions

Assign the appropriate specific privileges, such as Initiator or Approver, for the user.

5. Finalize

Review the setup and click the confirmation button to complete.

Important notes

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

Pacific Premier strongly recommends that customers operate in a Dual Control environment when initiating ACH and Wire Transfers, as well as Self-Administration tasks.

Approving a Wire Transfer or ACH Transaction requires an eight-digit PIN and a randomly generated token security code.

Use one user per account if separate connections are required.