Stay in control

Authorize employee access to your business accounts and easily manage their online permissions

Help maximize efficiency while minimizing risk – with our Business Online Banking Managed Shared Users feature.

Employees, accountants, and bookkeepers may need access to your business accounts to do their jobs. But how do you maintain control over their activity and minimize risk?

Bank of the West's Business Online Banking Managed Shared Users feature gives you the control you need to authorize each employee's access to your business accounts and easily manage their level of online permissions:

  • Restricted - "Restricted" access allows you to choose which privileges to grant a Shared User for each account. Privilege options include:
    • No access
    • View only
    • Move money: Shared Users can monitor selected accounts and make payments and transfers to, from or between applicable accounts. The Shared User can access the entire balance in the selected account.

  • Full – "Full" access gives a Shared User access to all funds in all of your accounts, including the ability to:
    • View and download transactions
    • Make internal transfers
    • Use all features of Bill Pay
    • Choose whether to allow a Shared User to create, modify and delete other Shared Users.

    • Learn more about Shared Users

  • Security Controls - Easily manage the account access permissions you've authorized including deactivating or deleting user access when necessary

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Legal information and Disclosures

Service is subject to Bank approval based on business' legal structure and account ownership.