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New User Demo

Anyone who uses your business account will need to be added as a user. Once they’re set up in your account, you can assign that user a role which controls what they have access to and approval limits.

Step 1:
Log in to online banking.

When you enrolled in First Bank digital banking, you created a Login ID and Password. Enter that information in the corresponding screens and then click the “Log In” button. Next, you will be asked to enter your password, then click “Continue.”

First Bank homepage with login area highlighted. First Bank Online Banking password screen.

Step 2:
Navigate to Users.

From the menu on the left, click “Commercial” to see the dropdown and choose “Users.”

Online Banking screen showing where the Commercial option is in the nav. Online Banking screen showing where the Users option is in the nav.

Step 3:
Add new user.

Click on “Add User” in the top right corner.

Online Banking screen highlighting the Add User button.

Step 4:
Enter new user details.

Type in the personal details for the new user.

Online Banking screen highlighting the New User personal detail fields.

Step 5:
Assign a User Role.

Enter a Login ID (must be between 6 and 20 characters in length) and password for the new user, then confirm the password. Click on the dropdown in the “User Role” box and select a user role from the list. Then click “Save New User Details.”

Online Banking screen highlighting the Login Details fields. Online Banking screen showing the User Role dropdown options. Online Banking screen highlighting the Save New User Details button.

Step 6:
Edit a user’s role.

To change a user’s role, click on the pencil icon next to the user’s name. Click on the dropdown in the “Current Role” box and select a user role from the list. Then click “Update Role” to save.

Online Banking screen highlighting the edit button next to a user. Online Banking screen highlighting the Current Role field. Online Banking screen showing the Current Role dropdown activated. Online Banking screen highlighting the Update Role button.

Explore our guided tutorials

Uploading NACHA Batch Learn how to upload NACHA files in batches to save time. ACH Payroll Process payroll from your First Bank account and learn how to add new payees. Adding ACH/Wire Recipient Learn how to add recipients to receive wires from your First Bank account. ACH Payment Learn how to make an ACH Payment from your First Bank account. Adding ACH/Wire Learn how to create a template to send ACH or wires. International Wire Send money internationally from your First Bank account. ACH Notices & Returns Learn what to do if your item is returned. Company Policy Create policies to help manage your First Bank account. Positive Pay Search Check Find checks you've issued to verify their status. Anytime Deposit Learn how to make deposits from anywhere. Adding ACH Template Learn how to create a template to send ACH payments. Positive Pay Checks Protect your account from fraud with Positive Pay. Domestic Wire Send money domestically from your First Bank account. Activity Center Explore the treasury capabilities within online banking. Assigning User Role Create new user roles and assign them to individuals. Remote Deposit Capture Scanner Get tips for installing or updating your scanner. Positive Pay Void Check Stop a check from being processed. Anytime Deposit for Android Users Learn how to make deposits from your Android device. Positive Pay Learn how to guard against unauthorized electronic activity. Reviewing Scheduled Transactions See how to view your scheduled transactions and make changes. ACH Collection Request and collect funds to be transferred to your First Bank account. Anytime Deposit for iOS Users Learn how to make deposits from your Apple device. Remote Deposit Capture Make fewer trips to the bank to deposit checks.

Have questions or unsure where to start?

Contact your Treasury Services rep, or one of our support teams below, for help or to schedule personalized demos.

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