Add access to Valley National Bank
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