Go to the administration tab from the navigation bar.
Under "Users," click the yellow icon labeled "Add New User." Input the following information:
- User ID
(e.g. if your company name is Evolve Enterprises, the online ID should be Evolveenterprises8)
- Create a temporary password
Share it with your dedicated service team by typing it into a word doc and uploading that file to the Shared Docs section of your inDinero dashboard
- First name
- Last Name
- Email address
(e.g. if your company name is Evolve Enterprises, the email will be email@example.com)
Under "User Access" select “Custom Entitlements," save and continue.
On the next page, select all the accounts that relate to your business and select "custom" for them, any others select "none."
The next page will prompt you to customize account entitlements, under "Information Reports" select "register" and "online statements," then save and continue.
When you complete all the steps outlined above, upload your temporary password to the Client Uploads section of your inDinero dashboard, and then send your dedicated service team a quick email and let them know you're ready for them to take care of the rest!