If you need to provide Online Banking access to someone who is not an owner on your account, you can set them up as a sub-user. You control the actions a sub-user can perform, the areas of the account the sub--user can see, and the time(s) the sub-user is allowed to log in.

Important: You are responsible for transactions sub-users conduct as well as monitoring their credentials and access privilege. Learn more in the Online Banking Agreement.

How to create a sub-user

• Click on the sub-users subheading under My Profile.
• Click Add Sub-user.
• Fill in the sub-user's first and last name and choose a username and password for them to use.
• Make sure the Active box is checked and click Save.
• Click Edit under the Controls heading to grant access for the user to see and/or transact on various parts of the account, and to control the days and times access is allowed. You can also use this screen to allow access only from specific IP addresses.
• When you have made all your selections, click Save.

Lock or unlock a sub-user

• Click on the sub-users subheading under My Profile.
• Click the paper and pencil icon under the Actions heading next to the sub-user you need to lock or unlock.
• To lock the user, check the Locked box. To unlock the user, uncheck the Locked box.

Delete a sub-user

• Click on the sub-users subheading under My Profile.
• Click the red circle icon under the Actions heading next to the sub-user you want to delete.

Edit a sub-user's controls

• Click on the sub-users subheading under My Profile.
• Click Edit under the Controls heading to edit the sub-user's access.