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1. To add a sub-user online, sign into Online Banking and hover the cursor over the “Business Services” tab, then select “Add New Users” under “Account Management” on the dropdown list.
2. Fill in the sub-user’s information in each field of the “Enter the user’s name, and create an Online Id and Passcode” window. If you have already created a sub-user in the past, you can copy their account access levels. 
3. Select the On/Off buttons as needed to designate the accounts & services the sub-user(s) can access.
4. Click “Done”.

Note that sub-users will receive automatic paperless statement notifications and “General & Security Alerts” for any account on the business profile, regardless of which accounts the sub-user has permission to view.

1. Sign into Online Banking and click “Welcome”
2. Choose “Manage Access
3. Choose “Use Account Access Manager
4. Click on the tab for “Guest Users”
5. Add New User

1. Manage customized access for business accounts using the “Shared Access” feature.
2. Select “View Only.” 
3. Manage history reports that allow you to keep tabs on Shared Access users as the Shared Access administrator.
   • To activate this feature:
   • Login to U.S. Bank online using your business user ID
   • Find the “I’d Like To” menu located on the left side of the page 
   • Choose Managed Shared Access
   • Or you can click “Customer Service” and then select Shared Access

Through Chase Access & Security Manager:

1. Sign in to your account and choose “Account Management”
2. Select “Access & Security Manager” from the drop-down menu
3. You will see the option to add an authorized user by selecting “Add New User”
4. You will need to complete the different fields on the page
5. Choose the accounts a new user can access. Assign their level of access by choosing “Assign access”

To permit a secondary user to view your American Express business account, you need to set up their account with Amex’s Account Manager feature.

With this functionality, you can provide your bookkeeper a “Limited Access” to your bank records.

You can modify your user privileges by going to

1. My Account > User Administration”
2. Click on “View/Modify” to create view only bank account access.

You will then be directed to a view where you can change these settings.

When working with Capital One as your bank, you will need to use their Treasury Management feature to limit your accountant’s viewing access.

With this feature, you can adjust the access settings of your authorized users.

Follow this general guide on how to approach granting your accountant view-only access with Live Oak Bank:

• Contact Live Oak Bank Support: You can do this through their website, email, or phone. Let them know that you want to grant your accountant view-only access to your account and ask for guidance on how to do this within their online banking system.
• Use Separate Credentials: If Live Oak Bank supports it, they might advise you to create a separate login credential (like a username and password) for your accountant. This would ensure that they only have access to the view-only features.
• Access Management: Log in to your Live Oak Bank online banking account. Look for an option related to account access, security, or permissions. This might be called something like “Manage Users,” “User Access,” or “Account Permissions.”
• Add New User: Within the access management section, you should find an option to add a new user or grant access. Enter the information for your accountant, including their name and email address. You may also need to define their role, which should be set to “View-Only” or a similar designation.
• Notification to Accountant: Your accountant will likely receive an email with instructions on how to set up their access. They might need to create a password or verify their identity in some way.
• Access Control: Once your accountant has completed the setup process, they should be able to log in using the credentials you provided. They should have view-only access to your account information, balances, transactions, and statements. They won’t be able to initiate any transactions or make changes to your account.
• Regular Review: It’s a good practice to regularly review the list of users with access to your account. If your accountant no longer needs access, make sure to revoke their access promptly.

Remember that the steps outlined above are general guidelines and the actual process may vary based on the features and interface of Live Oak Bank’s online banking system.

To enable view-only access for Truist Bank, follow these steps:

1. Log in to your Truist Bank account
2. Select the profile icon on your account.
3. Choose ‘Business Admin’ from the profile options to access the administrative settings.
4. To add a new user, click the ‘Manage Users’ option.
5. Provide the necessary details for the individual you wish to give view-only access to, including their first and last name, as well as their email address.
   1. FIRST NAME:
   2. LAST NAME:
   3. EMAIL: support@docyt.com
   4. Username: (you can create)
   5. Password: (you can create)
6. Select the specific account or card that you would like to grant the user access to.
7. Select the level of access you wish to grant to the user. If ‘Limited access’ is an option, choose that to provide them with restricted privileges.
8. Click the ‘Done’ button to finish the process.

You can use PNC Bank’s Cash Flow Insight functionality to give your accountant access to your accounts.

This feature allows you to create an account for your small business accountant and provide them with the appropriate permissions to view your financial transactions.

Regions Bank allows you to limit your accountant’s permissions by utilizing their People and Permissions feature.

Within this function, you can create an account for your accountant and provide them with permissions that allow them the view only bank account access.

Manage Users is only available to Customers with a Business account.

1. Click “Profile”
2. Click “Profile and Settings”
3. Click “My Settings”
4. Click “Get Started” in the “Manage Users” section
5. Click “Add User”
6. Provide the user’s information, check each account privilege you are giving the user
7. Save