Edit an Admin user profile and user access roles

Once you've searched for (and located) the user, most actions you can take start with the User Profile.

Edit an Admin User profile

1. Click on the Admin User from your search results list in the User Maintenance feature.
2. In the Users list, click the user name you wish to edit. 
   Remember, the Admin user profile will have a "person" icon in front of the user name. Users that have been permanently disabled will have a red X in front of the user name.
3. Click the pencil icon next to Profile Information.
   
   
   
4. Once all changes have been made, click Save.
   
   

Edit FI Admin User roles

1. Click on the Admin User from your search results list in the User Maintenance feature.
2. In the Users list, click the user name you wish to edit. 
   Remember, the Admin user profile will have a "person" icon in front of the user name. Users that have been permanently disabled will have a red X in front of the user name.
3. Select or de-select any Admin roles, Product roles, or Business Billpay roles you wish to modify for the Admin user.
4. Click Save to complete your updates.
   
   

Key takeaways

• Be sure to only add Product Role access for the bill pay products you actually offer within online banking.
• Be mindful as to what level of access an Admin should be granted. For example, assigning the Admin Assist role grants a user the ability to access a customer's account and take action on their behalf.