Set up user access in Chase Bank for accountant view-only access

1. Navigate to the account management section after logging in to their Chase Bank account.

2. From there, select the "Access and Security Manager" option. 

3. Next, choose "Add Authorized User."

4. You will then be prompted to input the necessary information for the new user. Enter the first and last name of the accountant, as well as the email address and phone number.
   First & Last Name: Docyt Docyt
   Email: support@docyt.com
   Phone number: 415-568-1106

5. Then, on the next page, select only limited access, remove travel, and full access. Hit submit.

6. You can select the appropriate permissions for the new user. In this case, the accountant only needs to see activity and check images, documents, and statements.

7. After you select the appropriate permissions, you should review and confirm the information entered and then submit the request.

8. Chase Bank will then email the accountant at the provided email address with instructions on accessing the customer's account.

9. The accountant should check their email for the invitation and follow the instructions to accept it. The invitation may expire after 24 hours, so the accountant should accept it immediately.

10. Once the accountant has accepted the invitation and set up their login credentials, they can access the customer's account with view-only access.

    
    Congratulations! You have successfully set up user access in Chase Bank for your accountant with view-only access. 

11. Setting up user access in Chase Bank involves assigning roles and permissions to individuals who need access to a business account. The process is typically managed through Chase's online banking platform.

    Steps to Set Up User Access in Chase Bank: 

    1. Visit Chase.com and log in using your business account credentials.
       
       
    2. Navigate to the "Access & Security Manager": 
       

       a) Go to the "Account Management" or "Security" section.

       b) Select "Access & Security Manager" from the menu. This tool allows business owners to manage user access and permissions.

    3. Add a New User:

       a) Click on "Manage Users" or "Add User" (exact wording may vary)

       b) Enter the required information for the new user:

       1. Full Name
       2. Email Address
       3. Phone Number (or authentication purposes.

         

    4. Choose a role for the user based on their responsibilities (e.g., Admin, Accountant, Viewer)
    5. Customize access by selecting which accounts and services the user can access. For example:

    a)  View-only access to bank statements - Allow the user to view bank statements without making changes.
    b)  Permission to initiate payments or transfer - Grant the ability to initiate payments, transfers, or manage account activities.
    c)  Access to manage credit cards or lines of credit - Provide access to manage credit cards or lines of credit associated with the business.

    
    7.   Review and Confirm:

    a)   Double-check the assigned roles and permissions.

    b)   Save the changes to finalize user access.