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Setting up user access in Chase Bank

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. Log in to Chase for Business.
  2. Visit Chase.com and log in using your business account credentials.

  3. 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.

  4. 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.

      

  5. Choose a role for the user based on their responsibilities (e.g., Admin, Accountant, Viewer)
  6. 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.