Depending on your needs, you can provide 3 levels of access: Administrator, Transact User and View Only user. For example, you can provide View Only access to your bookkeeper who may need to see a copy of a check or to look at a statement. You can also grant Transact User access to an employee who needs to make a transfer to cover this week's payroll, as long as they are authorized signers for your business. You can also create other Administrators that can grant user access, as long as they are authorized signers for your business.
Getting started is easy. Simply access the "Add New User" function from the Authorized Access menu, provide the necessary user information and level of access for the new user - Administrator, Transact User or View Only.
Note: You will need the following user information: Full name, Social Security Number, home address, home and office phone numbers, date of birth, and email address.
You can change the level of access you provide anytime by accessing the "Manage Users" function from the Authorized Access menu.
No. This feature is available and free for all Webster Online business customers.
Anyone in your company is eligible to be setup for Authorized Access. You can designate 3 levels of access: Administrator, Transact User and View Only user. An Administrator or Transact User must be an authorized signer on any account being granted access to. A View Only user does not have to be an authorized account signer, but they cannot perform any account transactions. They can only view transaction history, statements, check images, deposit images, and account information.