Simmons Bank

How to create and configure an authorized user in Treasury Management Online.

Overview

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

This is done through Treasury Management Online, where you can add a new user, assign specific account access, and define granular entitlements for services like ACH, Wire, and Reporting. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

Bank terminology

Concept	Simmons Bank term
Delegated user	User
Admin	Admin User

Setup steps

1. Navigate to user management

Sign in to Treasury Management Online.

From the left-hand navigation, click the Admin menu, then click Create a User.

2. Create user

Enter the required user information as prompted by the interface.

Determine the type of user by activating the appropriate toggles (such as Admin User or Super User). For a standard delegated user, do not activate these toggles.

Click Save Changes. You may be prompted to enter a token and PIN, or a verification code sent via text message.

3. Assign account access

Click Account Access from the left-hand menu. Select individual accounts or select all accounts this user should access. Click Save Changes.

4. Configure permissions

Use the various service tabs from the left-hand menu (such as ACH, Wire, Reporting) to assign entitlements. Select the individual check boxes or use the toggle row hyperlink to select entire rows. Click Save Changes on each tab.

Setting	Recommended
Balances	✅
Transactions	✅
Statements	✅
Payments (initiate)	❌
Approvals	❌

5. Finalize

Click the Submit for Enrollment button at the top of the screen to continue, then click Submit User to confirm your submission.

Important notes

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

If your company requires dual approval, another Admin must approve this user.

Use one user per account if separate connections are required.