Popular Bank

How to create and configure an authorized user in Popular Business Access.

Overview

Popular Bank allows you to grant access to your accounts by creating a user account.

This is done through Popular Business Access, where you can:

• add a new user with their own login credentials
• assign user roles to control access levels
• define what they are allowed to see and do, such as viewing transactions or making deposits and withdrawals

You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

Bank terminology

Concept	Popular Bank term
Delegated user	user account
Admin	company admin

Setup steps

1. Navigate to user management

Sign in to Popular Business Access.

From the main menu, go to: Administration → Users

2. Create user

Click Add User.

Enter the user’s details:

Field	Notes
First Name	Required
Last Name	Required
Email Address	Required
Phone Country	Required
Phone	Required
Login ID	Required
Password	Required
Confirm Password	Required
User Role	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 permissions

Select the appropriate role from the User Role drop-down list.

The access level is controlled through roles. If a suitable read-only role does not exist, you may need to create a new role under Administration → User Roles before adding the user.

4. Finalize

Review the setup and click Save New User Details to complete.

Important notes

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

Use one user per account if separate connections are required.