Adding a New User Account

The Primary Contact or a Company Administrator can add new users to the account.

Add New User

From the “Manage Users” page, click the “Add User” button. Fill in all the required fields. The Personal Access Code (PAC) entered here is temporary. The new user will be required to change it upon initial log-in to the system. The “Status” drop-down box defaults to “Active.”

An email address is required for each user created. This is the default address used if the user sets any alerts.

After completing the form, click on the "Continue" button to proceed to the next step.

Add Feature Access

Select entitlements for the new User. While you could easily click “Activate All,” it is strongly recommended that you be conservative in granting permissions. Different employees may only need access to certain features. For example, your accountant may need permission to transfer funds, while an auditor may only need access to reporting features.

Please note that while you can assign specific permissions to individual users, it is not possible to give a user different permissions for different accounts. For example, if a User has permission to view Account Details, that option will be available for each account the User can access.

After specifying the features the user can access, click on the "Continue" button to proceed to the next step.

Features

ACH Payments – Create and send a batch file of multiple electronic payments to be paid from the business checking account. User must have entitlement access to the Business Checking Account.
Tax Payments – Make federal tax payments. User must also be entitled to create and send ACH payments, as a tax payment is a form of ACH. User must have entitlement access to the Business Checking Account.
Account Details – View account transaction details by account type (savings, checking, loans, money market, etc). User may only see details for accounts they are entitled to access.
Account History – View, print, or download account history.
Account Management Reporting – Create, save, view, modify, print and export standard and customized business account reports.
ACH File Upload – Import ACH files in NACHA format to quickly set up payroll or other ACH batch payments.
Alerts – Receive alert messages by email or through the UltraBranch Alert Center. Alerts options include notification of low account balance, availability of a new check image archive and pending approvals.
Audit Reports – Create, save, view, modify, print and export standard and custom reports detailing account and user activity.
Payment & Transfer Reporting – Create, save, view, modify, print and export standard and custom reports detailing business account activity.
View Check Image – Search for and view cancelled check images.
Change Share Account Type – Change account type for existing savings or money market accounts.
Image Archive Download – Download all images of all business checks for a given month.
Order Checks – Place an online order for business checks for this account.
Direct Deposit History – View a history of direct deposits into a specific account.
Dividends & Interest – View dividends and interest paid by account for the prior year and current year to date.
History Download – Download a history of account transactions to third-party software such as QuickBooks. History is available for the previous six months.
Receive Messages – Receive system and service messages regarding account status and activity.
Mortgage Information – View detailed mortgage information by mortgage loan number.
Open New Share – Open a new money market or certificate account.
View Statement Copy – View and print a copy of your account statement by month and year.
Stop Payments – Request stop payments for checks written from the business checking accont.
Transfers – Transfer funds from one credit union account to another. User must have entitlement access to both accounts.
Wire Transfers – Create and release an electronic transfer of funds from the business checking account to an individual person or business in the U.S.

Add Account Access

All IDs associated with this account are listed here, including checking, savings, money market accounts, certificate accounts, Individual Retirement Accounts, lines of credit, loans, and mortgages for the business. Click the “Active” box beside each account that you want the User to be able to access. UltraBranch will not display an account to a user unless it is authorized on this page.

Click the ‘Save’ button to create the new user’s logon and feature permissions.

After confirming your request, you will again see the "Manage Users" page, which now lists the new user.