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How do I give Users access to a new account?

Step 1

Hover over Services & preferences and select User administration

 

 

 

Step 2

Click Accounts

 

 

 

Step 3

Select the required access level i.e. value access (this will apply to all users once they are selected)

 

 

Step 4

Go back the User Administration screen and select the User you wish to assign the account by clicking their name (this will display the Edit User Access screen)

 

 

Step 5

Select the account

 

 

Step 6

Click Save at the bottom of the Edit User Access Screen

Things you should know
  • Changing the Account Network access to Value will make additional features available to be given to users as necessary
  • Non-value means no payments can be created from this account ā€“ certain accounts may not allow value access
  • No access means the account will not be visible to anyone
  • If the account is a Joint Account - a Joint Account On-Share form (PDF 525KB) needs to be completed before the account will be visible