Give access to those who need it!
Relationship Manager is a powerful tool that allows you to give full-time or part-time access to your spouse, child, parent, accountant... you name it!
Relationship Manager Benefits:
- Available 24/7/365
- Unlimited users
- Customize settings for...
- Check Images
- Card Management
- Check Deposit
- P2P Payments
- Bill Pay
- Customize settings by user
- Enable or disable users instantly
Setup Relationship Manager:
- Login to Online Banking (Mobile Banking has limited functionality)
- Navigate to Relationship Manager on the left-hand side
- Click Create Your Family
- Towards the top-right, click the Add button
- Complete the fields with your user's information; you will need to create a Username and a temporary Password for your user
- Set the appropriate permissions by dragging the options into the Visible Features column
- Click Save
- Tell your new user their Username and temporary Password--they will be required to select a new password upon login
Once you've setup your users, you can instantly enable or disable their access--permanently or temporarily!
- In ONLINE Banking, navigate to Relationship Manager
- Click on the user you wish to enable/disable
- In the top-right, click Lock/Unlock User
- In MOBILE Banking, navigate to Relationship Manager
- Next to the appropriate user, click the Lock/Unlock icon