Add Online Banking users
A Chase Online Banking (OLB) System Administrator can entitle additional online banking users to Cashflow360 by completing the below steps below.
Add an online banking user
- Log in to Chase online banking
- Select the Account management tab
- Select Access & Security Manager
- Select Edit/assign access to the right of the user that will be entitled to Cashflow360
- In the Company access section, check the Cashflow360 box and select the user's role (see next section for role details)
- If you select the Admin role and the user does not already have access to the bank account, you may first need to select Assign Access to the right of the bank account and grant them access. Once done, you can proceed with granting them access to Cashflow360 as well.
- If you select the Admin role and the user does not already have access to the bank account, you may first need to select Assign Access to the right of the bank account and grant them access. Once done, you can proceed with granting them access to Cashflow360 as well.
- Select Save
The user will now be entitled to Cashflow360 and can log in via Chase online banking.
Online banking user roles
When you add an online banking user, you can select either Admin, or Proxy Admin.
Admins can:
- Manage bank accounts
- Pay bills
- Perform any task a collaborator user or Proxy Admin can
Proxy Admins can:
- Change company logo
- Manage Accounting Preferences
- Enable vendor dual control
- Manage email preferences for other users
- Add collaborator users from within Cashflow360
- Perform any task a collaborator user can
Check out this article for more information on collaborator users.
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