Adding users (Commercial)

Only administrators can add users. Adding or removing administrators can only be done by Servus — contact CashManagementAdvisors@servus.ca for assistance.

Here's how to add accounts to your contract:

Here’s how to add a new user:

1. Select Business from the top menu bar, then choose Administration from the dropdown.
2. Select the arrow to open the contract details, then select the pencil icon on the Users feature.
3. Where prompted “Would you like to add another user?”, select Add user.
4. Complete all required Personal and Contact Information fields. Confirm a phone number is captured — a mobile number is recommended as it is required for mandatory MFA enrollment.
5. Double-check all entries, especially the email address, before saving. The email is used to send the welcome link and access codes.
6. Select Save to add the user to the contract users list, then Save and return to the contract details.
7. The user will be sent a welcome email with an access link to verify their identity and set up their credentials.
8. Users will not be able to access online banking until they are added to a Permission Group. Edit the Permission Group Rules and add the user to an existing group, or create a new one.

Viewing users

To view current users on the contract, select the arrow on the Users feature. The listing shows user status (Active once first-time login is complete), name, username, and credentials status. A Resend option appears if the welcome link has been sent but the user has not yet completed first-time login.