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.”
Step 2:
Navigate to Users.
From the menu on the left, click “Commercial” to see the dropdown and choose “Users.”
Step 3:
Add new user.
Click on “Add User” in the top right corner.
Step 4:
Enter new user details.
Type in the personal details for the new user.
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.”
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.
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.
