State Street Bank and Trust Company

How to create and configure an authorized user in Cash Management.

Overview

State Street Bank and Trust Company allows you to grant access to your accounts by creating an authorized user. This process is managed within the Cash Management portal, where administrators can configure access levels and permissions for their team members.

Bank terminology

Concept	State Street Bank and Trust Company term
Delegated user	Authorized User
Admin	Administrator

Setup steps

1. Navigate to user management

Sign in to the Cash Management portal. Navigate to the user management section to begin adding a new user.

2. Create user

Click the button to add a user. Enter the required details as prompted by the interface.

3. Configure permissions

Select the appropriate access level and permissions for the new user as prompted by the interface.

4. Finalize

Review the setup and click the confirmation button to complete the process.

Important notes

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

Ensure security with dual control for ACH functions, which may require a second administrator to approve.

Use one user per account if separate connections are required.