Managing users in the Admin Portal

Invite users

Click Invite Admin User. Enter the users' work email addresses (personal email providers are not accepted), separated by a comma or a new line, up to 50 at a time, and select one access level for all of them. Click Submit, then review the invitation summary and click Confirm for the users to receive an email invitation with a link to create their account.

Manage pending invitations

Open the Admin User Invitations tab to view all pending invitations, including when each was sent and when it expires. From here you can:

• Resend Invite: Send the invitation email again.
• Copy Invite Link: Retrieve the invitation link to share directly with the user.
• Revoke: Cancel a pending invitation. Once revoked, the invite link becomes inactive and the invitation is removed from the list.

Invitations that lapse are marked with an Expired badge - send a new invite if this happens.

Edit access

From the Admin Users tab, click the edit (pencil) icon next to a user, select their new access level, and click Submit.

Disable a user

To remove a user's access, open the edit window and click Disable, then confirm. Disabled users are labeled Disabled and can no longer sign in.

Re-enable a user

To restore access, open the edit window again and click Re-enable User. Users are disabled rather than deleted, so access can always be reinstated.

Reset password

From the Admin Users tab, click Reset Password next to the user whose password you'd like to reset. They will receive an email with a link to set a new password.

Reset MFA

Click Reset MFA next to the user to clear their multi-factor authentication. They will be asked to enroll again the next time they sign in.

Invite users

Open the Invited Users tab and click Invite User. Enter the user's email address. Select the existing depositor that the user will be granted access to and assign their access level (Read-Only or Full Access). Optionally, grant the User Manager permission to let this user invite and manage additional users directly from the Depositor Portal. Click Submit, then click Confirm for the user to receive an email invitation to create their Depositor Portal account. Once the user accepts the invitation, they will appear in the Users tab.

Add a user to more than one depositor

If an existing user requires access to multiple depositors (e.g., a user with a personal account and a business account under different TINs), simply add them to that additional depositor. They will have access to both depositors' accounts under a single login; because the user already exists, they will not receive an invitation email and will retain their existing permissions as a shared user.

Grant the User Manager permission

The User Manager permission can be granted alongside Full or Read-Only access levels when inviting a new user, or by editing an existing user's access from the Users tab. Users with this permission can invite and manage their depositor's users directly from the Depositor Portal. Your team retains full visibility and control over all depositor users and invitations from this page at all times.

Manage pending invitations

Open the Invited Users tab to view all pending depositor invitations, with the same options to resend, copy, or revoke invite links.

Reset password

From the Users tab, click Reset Password next to the user and confirm to send them a password reset email.

Reset MFA

If depositor MFA is enabled for your institution, click Reset MFA next to the user to clear their multi-factor authentication. They will be asked to enroll again the next time they sign in.

Add or update a wire contact

The Wire Contacts tab manages the individuals at your institution who receive money movement correspondence - including daily wire transaction emails and monthly statement emails. Click Add Wire Contact to add a contact, or use the edit icon to update or remove an existing one.