How do I add a new user to my business online banking account?

Only administrators or supervisors may create a new user profile. The bank adds all System Administrator profiles.

1. Click Profile & Permissions from the Administration tab.
2. Click the New Employee radio button and click Submit. Note: If you want to copy the same permissions as another user, select the New Employee Using Existing Employee radio button instead. Click Submit and then choose the name of the user whose settings you wish to copy.
3. Complete the Codes panel, identifying the user’s Name and Security Level:
   • Employee: Permits user to view account balance information and initiate account-to-account transfers.
   • Supervisor: Permits user to view account balance information, initiate account-to-account transfers, and approve transfers started by others in the same Employee Group.
   • Administrator: Permits user to view account balance information, initiate account-to-account transfers, and approve transfers started by others.
4. Choose one of the security questions below the Transaction Exports option and provide the answer in the field to the right. This field must be completed if the user will have access to BillPay.
5. Complete the Security panel:
   • Username: Enter a User ID between six and twenty characters.
   • Click the Change Password link. Enter a temporary password for the user in both password fields and click Submit to return to the New Employee window. Note: Passwords should not contain the word “password” or the username.
   • PIN: Leave this field blank.
6. If the user requires a token, complete the Multifactor Authentication panel. Select Pending Enablement in the Token Status field and Go3 in the Token Type field.
7. Select whether or not the user has access to FNBizApp, the bank’s Business mobile banking app, by selecting the appropriate Mobiliti Business option.
8. Complete the Role Assignment panel by selecting the role that matches the security level set for the user. Ensure the Role and the Security Level fields match. To give the user access to Positive Pay, click the Add Role link and select the appropriate Positive Pay role:
   • Positive Pay Exception and Issue Item Review: Allows the user to approve or return exception items and review issued items.
   • Positive Pay Full Access: Allows the user to perform all available Positive Pay actions.
   • Positive Pay Import and Item Maintenance: Allows the user to import issued item files, change import exceptions, and add, delete, or change issued items.
9. Complete the Accounts panel by checking the boxes next to each account the user will have access to.
10. Complete the Administration Options panel (Supervisors and Administrators only):
    • Employee: Permits the user to review, add, change, or delete users.
    • Internal Transfer Template: Permits the user to add, change, or delete internal fund transfer templates.
11. Complete the Approval Options panel:
    • If a fund transfer initiated by this user requires approval from another Supervisor or Administrator, select Yes from the Review Internal Transfers dropdown. If set to No, fund transfers initiated by this user will be completed without further review or approval.
    • Approve Transfers (only for Supervisors and Administrators): Set this field to Yes if the user will be allowed to approve fund transfers initiated by others.
12. Complete the Fund Transfer Options panel by selecting whether the user can review (Inquire Transfers) or create (Initiate Transfers) fund transfers.
13. Complete the Stop Payments panel by selecting whether the user has permission to review (Inquiry) or create (New) stop payments.
14. If the user will have access to Escrow accounts, complete the Interface Specifications panel. Select Escrow from the Interface dropdown and enter escrow in the User Code and Password fields.
15. Complete the Electronic Documents panel by selecting which types of statements and notices the user can view. Users will only be able to view e-Documents for the accounts they have access to, and only if the accounts are enrolled in e-statements or e-notices.
16. Click Next. The Accounts Added panel appears listing the accounts the user will be allowed to access online. Click Finish to save the changes.

Note: If the user needs access to Treasury Management services, such as ONEpay, ACH Fraud Prevention, or Lockbox Remittance Manager, call Technical Support at 907-777-3640 or 800-856-4362 after you have created the profile to establish access for these services.