Trustmark National Bank

How to create and configure an authorized user in myTrustmark® Business.

Overview

Trustmark National Bank allows you to grant access to your accounts by creating a New User.

This is done through myTrustmark® Business, where you can add a new user with their own login credentials, assign a user role, and define what they are allowed to see and do, such as viewing balances or initiating payments. You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

Bank terminology

Concept	Trustmark National Bank term
Delegated user	New User
Admin	Company Admin

Setup steps

1. Navigate to user management

Sign in to myTrustmark® Business.

From the top navigation, go to: Settings → User Management

2. Create user

Click Add User.

Enter the user’s details:

Field	Notes
First Name	Required
Last Name	Required
Email Address	Required
Phone Country	Optional
Phone	Required
Login ID	Required
Password	Required
Confirm Password	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. Assign a User Role

Assign a User Role to the user from the dropdown.

The user will not be able to log in without an assigned User Role.

4. Finalize user creation

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

5. Configure User Role permissions

Navigate to Settings → User Roles. Select the role assigned to the user to edit it, or select Create Role to add a new one.

Select a Transaction Type by clicking on the name of the transaction type.

In the Operations box, specify the allowed operation(s) (e.g., Draft, Draft Restricted, Approve, Cancel) for the selected transaction type.

Select the Accounts box. Choose the account(s) allowed for this transaction type.

Important notes

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

Use one user per account if separate connections are required.