To manage company users go to the administration tab and click manage users. To edit an existing user click on the user ID. To edit the role click on edit roles. Here you can determine if you are going to allow your user to set up templates, approve transactions, or have administration privileges. Click the appropriate radio button and click Save Changes, return to the user profile and now add services and accounts. This will allow your user privileges to certain services and accounts within business e-banking. To add a service click the Add button, choose the appropriate accounts and click Save Changes. Continue to add additional services and accounts as you feel appropriate, click Save Changes. When you have added all of the services and accounts, Click Save Changes. If you would like to add a user go to the administration tab manage users and click on the create new user button. Create a user ID, create a temporary password enter their name, and their email address. Enter their contact phone number and click continue. On the next screen assign the user their role whether it's set up templates, approve transactions, or administration rights and click continue. On the next screen you're going to assign services and accounts, to add a specific service you click Add choose the appropriate account and click Save Changes once you have added all of the appropriate services and accounts click continue and click continue, submit and you've now established a new user.