SouthState Bank

How to create and configure an authorized user in Online and Mobile Banking.

Overview

User Management is a feature SouthState offers to Small Business customers who would like to add additional users to their Online and Mobile Banking profile. Customers can assign access to accounts and features within Online and Mobile Banking for these users.

Bank terminology

Concept	SouthState Bank term
Delegated user	User
Admin	Customer

Setup steps

1. Add User

Click Add User.

Under New User Details, complete the Personal Details information for your new user:

Field	Notes
First Name	Required
Last Name	Required
Email Address	Required
Phone Country	Required
Phone Number	Required

Under Login Details, create a Login ID and Temporary Password for your new user.

Click Save New User Details.

You will receive confirmation your user has been successfully saved. Click Close.

2. Configure Transactions

Under the Transaction Tab, authorize transaction types to allow the user to reorder checks, send wires, transfer funds, or place a stop payment on your behalf.

1. Click each transaction type, individually.
2. The transaction type will be set to Enable. You may also Disable the feature if you do not want to grant the user access to the particular transaction type by turning the toggle off.
3. If the transaction type is Enabled, you can choose which rights are set for your user by selecting Draft, Approve, and/or Cancel for the transaction type.
4. If you select the right to View, you can customize the user’s view by choosing the dropdown and selecting the View access to All, Account, Own, or None.
5. You can set Approval Limit amounts for Daily, Daily Per Account, and Monthly for the transaction type.

3. Configure Features

On the Features Tab, you can toggle to Enable or Disable what features you would like to customize for your user.

4. Assign Account Access

On the Accounts Tab, you can grant access to View, Deposit, or Withdrawal to each account, individually.

1. Select Not Assigned, then continue to add View, Deposit or Withdrawal rights to each account.
2. Click Save to complete user set up.
3. Provide the Login ID and Temporary Password you created to the user. They will then be able to access Online Banking from SouthStateBank.com or the SouthState Mobile App. When the user logs in for the first time, they will be prompted to change their password.

Important notes

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

User Management is a feature offered to Small Business customers by request only. If you are interested in this feature, contact Customer Care at [phone] or visiting a local branch to inquire.

Use one user per account if separate connections are required.