How to Set Up a Company

Note: In order to set up a company, you must have rights enabled by your bank.

1. You can select Company Management from the menu.

   

2. Then click on the + to the right of Company Management.

   

3. Enter the company information and select Next.

   

4. If you have participants, you can enter them by selecting Add Participant. When you are finished, select Next.

   

5. The next screen is the Company Limits screen. If you require changes to these fields, you will need to call the bank for assistance.

   

6. After you select Create Company, you can add sub-users to the company by going to Company Management, selecting the Company, and scrolling down to the portion that says Add Sub-user.

   

7. Choose your sub-user from the menu, and give them the permissions that you want. After you save it, the sub-user will be added to the company.

   

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