Add User: Assign Accounts

Assign Accounts to User: Step 3

To assign accounts that this user will be entitled to view and perform services on, click the checkboxes next to those accounts. All accounts are selected by default.

All available account entitlements are given to a user if they match the user's entitlements. To view or modify user entitlements for a specific account, click View / Modify.

User ID
SAMPLUSR04

Accounts 1 - 50 of 550
1 2 3 4 5 6 7 8 9 10 Next> Next 10>

Select All	Bank Name	Account Name	Account Number	Entitlements
	U.S. Bank Minnesota	Sample Account A	123456789012	View / Modify
	U.S. Bank Wisconsin	Sample Account B	234567890123	View / Modify
	U.S. Bank East GF	Sample Account C	345678901234	View / Modify
	U.S. Bank Washington	Sample Account D	456789012345	View / Modify
	U.S. Bank Ohio	Sample Account E	567890123456	View / Modify
	Data Exchange Bank	Sample Account F	6578901234567	View / Modify
	International Bank	Sample Account G	7890123456789	View / Modify
	Investment Holding Bank	Sample Account H	8901234567890	View / Modify

Accounts 1 - 50 of 550
1 2 3 4 5 6 7 8 9 10 Next> Next 10>

SinglePoint Demo
Add User: Assign Accounts to User Step 3 enables the system administrator to assign the accounts that this user will be able to view and perform assigned functions on. You can choose to view or modify entitlements for this user.

Hint: In the first row, click View/Modify.

View demo hint