United Community Bank

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

Overview

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

This is done through Business Online Banking, where you can:

• add a new user with their own login credentials
• choose which accounts they can access
• 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	United Community Bank term
Delegated user	User
Admin	Company Admin

Setup steps

1. Navigate to user management

Sign in to Business Online Banking.

From the top navigation, go to: Commercial Functions → Users

2. Create user

Click Add User in the top right corner.

Enter the required details as prompted by the interface, including the user’s first name, last name, and email address.

3. Configure permissions

Select the appropriate User Roles for the new user.

Important notes

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

Use one user per account if separate connections are required.