User Management allows access to add users, edit user rights, assign limits and delete users. Each user has their own set of rights, which may include:
- Rights to create payments and templates for certain transaction types
- Approval limits
- Rights to access accounts
- Rights to different features available in online banking
Set up a new User at Settings>Manage Users>Add User. Enter the required information and click Save.
When adding Greenspace as a user, make sure to fill out the fields with the following details:
- First Name: Greenspace
- Last Name: Bookkeeper
- Email Address: bookkeeper@greenspaceteam.com
- Phone: 813-402-0607
- Logon ID: this ID will be provided by your bookkeeper
- Password: pa$$WORD123 (this will be changed to a secure password once we login the first time)
- User Role: Make sure to assign the user role that provides us with the access you’d like us to have to your bank account – we’ll need to view checks, deposit images and bank statements!
If your setup requires a SSN or Address, you can use the following info:
- SSN (EIN): 462-89-3567
- Address: 32 West 39th Street 4th Floor New York, New York 10018