How to create a new user?

Step by step

Please note that these videos are without sound.

1. Log on to My Profile. 

2. On the sidebar menu, click on Administration, then on Users

3. Click on Create new

4. Enter new user’s details. 

5. In the Entry/approval limit scheme section, click on Select. 

6. Click the chevron to open the Search critera section and toggle off the Personalized option. Then, click on Search

7. Hover your mouse cursor over the desired limit and click on Select

8. In the Transaction limit scheme section, click on Select

9. Toggle off the Personalized option and, then click on Search

10. Hover your mouse cursor over the desired limit and click on Select

11. In the Preferences section, click on the chevron to the right, then choose a language.   

12. Click on Continue.  

13. Validate the details, then click on Confirm

Other Business tutorials about managing and configuring My Profile

How do I enable two-step authentication?

How to manage my alerts/notifications?

How do I activate/deactivate the Insufficient Funds Alert?

How do I enable two-step authentication?

How to remove user permission?

How to change the Insufficient Funds Alert settings?

Other tutorials about My Profile you might be interested in

Transferring funds between accounts and between people


 

Paying bills/suppliers


 

Interac e-Transfers

Online and direct deposit



 

Account Statement



 

Loans and lines of credit



 

Savings and investment



 

Debit card