Adding Authorized Users on Business Accounts

  1. Learn how to add Administration Users to your Business Accounts, with customizable defined roles and set permissions.

    In this demo, you'll learn how to:

    • Add new Authorized Users to Business Accounts
    • Make a Transfer to another Bethpage Member
  2. Adding Authorized Users on Business Accounts.

  3. Select the Business Admin widget from the left menu. (If you do not see the widget, select More, then select Business Admin)
  4. Next, click the Roles tab, and then click “Add a Role”.
  5. Create a name and description for your new role, then click “Create Role”.
  6. You may be required to provide additional verification. Then click “Verify”.
  7. With your role saved, you can now customize the permissions of this new role. Check all boxes/permissions needed for this specific role.
    NOTE: Scroll over each permission with your mouse for additional information.
  8. Next, scroll down to assign accounts to this role. You can do this by clicking “Add Accounts”.
  9. After clicking “Add Accounts” select the account permissions for this role, and which accounts to assign to this role. Then click “Assign Account(s)”.
  10. Customize the limits you would like to set for this role, then click “Save Changes”.
  11. You may be required to provide additional verification. Then click “Verify”.
  12. Next, click the “User” tab, then “Add a User”. Enter as much information about your authorized user as possible including phone number and address. Then click Save Changes.
  13. Fill in all of the user information fields. Be sure click “Check Availability” for your username, and specify the user’s role if there are multiple to choose from. Then tap “Create User”.
  14. You may be required to provide additional verification. Then click “Verify”. NOTE: A temporary password will be sent to the sub user at the email addressed provided.
  15. Now you know how to add Administration Users to your Business Accounts, with customizable defined roles and set permissions.

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