Set up user access in Bank Of America for view-only access:

Steps to Set Up a Sub-User in Bank of America

1. Log In to Your Bank of America Account: 

    

   1) Visit the Bank of America website or open the Bank of America mobile app.
   2) Sign in to Business Advantage 360 
   
   
2. From the Business Services tab, select Add new users
3. In Account Management, choose an option:
   a) Select Add new user.
   b) Enter the first and last name, online ID, password, and email address for the new user you are adding.
   
4. Choose whether to set account access for this user or to copy the account access of an existing user:
   Set permissions

   1. Click Continue.
   2. Select the Accounts & Services tab.
   
   
   
   
5. Click Manage Access.
   
6. Select access levels for the user and click Continue.
   
7. Click Save to save the permissions. Once the changes are saved, a green check mark appears under the Accounts & Services tab.
   

1. Select Edit/Delete User.
   
2. Choose an option: 
   • Click View/Edit to update the user information.
   • Click Copy User to create a new user based on this user.
   • Click Delete User to remove the user.
3. Click Continue.