Editing a Sub-User

To edit a sub-user, select the sub-user from the list that you wish to edit.

Here, you can view sub-user information, user settings, and account permissions. Text entry fields that are editable are marked with a Pencil icon.

• Account permissions can be edited by clicking the Permissions button or by clicking on the Edit button of the desired account.

  

• Account access can be removed by clicking the Remove button for the desire account.
• Access can be granted to additional accounts by clicking the Grant Access to Account button and selecting the desired account(s).
• Sub-users can be deleted by clicking the Delete this Sub-User button.

  

Making changes to a field will trigger the system to save the changes immediately and a Success message will be displayed at the bottom of the screen.

When editing account permissions, account access and limits can be edited.

If you would like to copy permissions from another sub-user for this account, click the Copy Permissions From button.

Select the sub-user you would like to use.

Their settings will be set for the sub-user being edited.

Account limits can be set by clicking Edit button within the credit/debit/limit field and entering the desired amount. Amounts cannot exceed the max amounts seen under each limit description.

Once all changes have been made, click the Save All Permissions button.

A Success message will be displayed at the bottom of the screen.

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