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Adding a Shared Access User

1. Hover over Tools 
2. Click Settings 
3. Click the Shared Access tab 
4. Click + Add a user 
5. Type the First Name, Last Name and the Email Address of the individual that is being given access 
6. Choose the permissions that are being given to the individual for each share or loan 
7. Select Save 
8. Check the box acknowledging and confirming the settings that were created (this will send an email to the individual) 
9. An email will be sent to the individual being given access with a link to our Digital Banking platform to sign up or sign in 
10. The user will be asked for a Confirmation Code. The member granting access will need to supply this code, located in the Shared Access tab.

Deleting Shared Access for a User

1. Hover over Tools 
2. Click Settings 
3. Click the Shared Access tab 
4. Select the drop-down arrow beside the user to be deleted 
5. Click Delete User 
6. Confirm the deletion by selecting Yes, delete 
7. Confirmation of the deletion will display at the top of the window