Skip To Content

Delegate management

Explore our tutorials below to learn how to manage your delegates in digital banking.

How to add delegates to your business account

A delegate is an individual who is able to initiate digital banking transactions on your behalf.

How to edit a delegate's details

Learn how to update a delegate’s access level, name, phone number, and email address.

How to initiate a delegate password reset

Changing your passwords often helps keep your digital banking secure. Here's how to request a delegate to change their password.

How to lock and unlock a delegate's access

If you wish to remove a delegate's digital banking access, you can lock or unlock their account.

Cookie Consent

We use cookies on our site to improve your experience.