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.