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.