Vancity Community Investment Bank

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

Overview

Vancity Community Investment Bank allows you to lighten your workload by creating a Delegate.

This is done through Online Business Banking, where you can add a new user and assign them specific access levels. You can create read-only delegates to view and check your accounts, or initiator delegates to create online transactions for you to review and approve.

Bank terminology

Concept	Vancity Community Investment Bank term
Delegated user	Delegate
Admin	Authorized signer

Setup steps

1. Navigate to Delegate manager

Sign in to Online Business Banking.

From the left-hand menu, click the Business services tab. Click the Delegate manager sub tab.

2. Add delegate

Click the Add delegate link.

3. Configure access and details

Select the Access level appropriate for your Delegate (e.g., Read-only or Initiator).

Add their information. Enter the required details as prompted by the interface.

Click Confirm to proceed.

4. Review and confirm

Review the details and click Confirm to proceed. A success message will show on creation of the new delegate.

Important notes

Prior to adding a Delegate through Online Business Banking, confirm with the individual that you have their expressed consent to provide their email and/or phone number to receive notification of the login information.

Delegates with Initiator access can send Interac e-Transfers, but they will not be able to receive Interac e-Transfers.