ccess manager quick reference - chase · 2020-02-04 · a c c e s s man a g e r ccess manager quick...

AC

CE

SS

M

AN

AG

ER

Chase Online for BusinessSM Access Manager Quick Referenceeasy l convenient l secure

With Chase OnlineSM for Business’ Access Manager , the System Administrator can give authorized users the ability to view account information, schedule transactions, or approve transactions other users schedule.1

Activate Chase Dual ControlSM Chase Dual Control improves your internal controls, reduces errors, and may help protect your company from fraud. When Chase Dual Control is activated, certain transactions2 will require another user’s approval before they become finalized. You aren’t able to pick the accounts or services to which Chase Dual Control will apply; once activated, all transactions initiated throughan applicable service require approval. Chase Dual Control doesn’t require approvals for transfers between Chase accounts.

Step 1

From the Access Manager home page, click “Activate Chase Dual Control.”

Step 2

Please click on “Important things to know” to find out if the service is right for your business. If, after reviewing the information, you want to use Chase Dual Control, click “Activate Chase Dual Control.”

Step 3

You’ll receive an on-screen message confirming that you’ve activated Chase Dual Control. If you wish to deactivate Chase Dual Control in the future, call 1-877-242-7372

1 Terms and conditions, including fees and limitations, apply 2 Services included in Chase Dual Control are: ACH Payments, ACH Collections, Basic Payroll Payments, Bill Payments, External

Account Transfers, Wire Transfers and Tax Payments.

CHASE ONLINESM FOR BUSINESS

AC

CE

SS

M

AN

AG

ER


Add Authorized Users

Step 1

Click the Access Manager link on the My Accounts page or click on the Customer Center tab, then the Access Manager link.

Step 2

Click the “Add Authorized User” link or button to begin setting up new authorized users.

Chase Online for BusinessSM



AC

CE

SS

M

AN

AG

ER


Step 3

Enter the authorized user’s fi rst and last name, and create a User ID. You must also enter a phone number and email address for the authorized user. We will use this information to verify the authorized user’s identity.

Confi rm that the information you’ve entered is correct and click “Next.” You will receive a message confi rming that the authorized user has been added, containing instructions for the authorized user to follow when logging into Chase Online for Business for the fi rst time. Please note that you will also need to provide the User ID you created to the authorized user.


AC

CE

SS

M

AN

AG

ER


Assign Account AccessStep 1

Once you’ve added an authorized user, you will be prompted to set that user’s access to accounts on your profile. Please note that you can also update an existing user’s permissions by clicking “See/change access” next to their name on the Access Manager home page.

Step 2

Designate the type of access the authorized user should have by clicking “Assign access” for each account. You may also choose to “Copy user access” from another user’s profi le.

• No Access - the authorized user will not have access to this account. • View Activity Only - the authorized user can only view account information. You may also use the appropriate check boxes to give this user the ability to view statements, view check images, or approve transactions submitted by other users. • View Activity and Transact - the authorized user can view account information and submit transactions. You may also use the appropriate check boxes to give this user the ability to view statements, view check images, or approve transactions submitted by other users.• Transact Only - the authorized user can only submit transactions and will not be able to view account activity. You may also use the appropriate check boxes to give this user the ability to approve transactions submitted by other users.

Click “Save Changes” to continue.


AC

CE

SS

M

AN

AG

ER


Set Transaction PermissionsStep 1

Use the check boxes to select which services a user can use to perform transactions for each account to which they have been given permission to transact. You are able to update transaction permissions for an existing user by clicking “See/change access” next to their name on the Access Manager home page.

Step 2

You can enter a daily limit on each transaction service. In one day, the user can only submit transactions in an aggregate dollar amount that is equal to or less than this limit. This daily limit only applies to the service for which it is indicated.

Step 3

Indicate if the transactions submitted by the authorized user require approval by selecting the appropriate option from the drop-down menu. You can indicate that transactions do not require approval; that approval is required; or that approval is only required if the transaction exceeds a certain dollar limit.

Click “Save Changes.” You will receive a on-screen message confi rming that permissions have been saved for this authorized user.

Please note that Chase Dual ControlSM is not applicable to Internal Account Transfers or Loan Advances and Payments. If Chase Dual Control is enabled, all other transactions will automatically require approval.


AC

CE

SS

M

AN

AG

ER


Update User Profi leStep 1

Click “See/change access” next to the user’s name on the Access Manager home page.

In the “Edit User” drop-down menu, you can suspend/delete an active user or restore access to a suspended user. Select “See/change authorized user” if you would like to update the user’s name, User ID, address, phone number or reset their password.

Step 2

Update the user’s name or User ID by fi lling in the appropriate fi elds.

Click “Add/edit email or phone” if you would like to do so.

Select an email address in the “Send temporary password to” box to require the user to change their password. You will need to verify your identity.

Click “Next” when you have completed your changes. You will receive an on-screen message confi rming that the user’s profi le has been updated.




Approve TransactionsTransactions can be approved by System Administrators or authorized users who have been given the ability to approve transactions.

Step 1

A link will appear on the home page of any service that has a transaction pending approval. You can also view a full list of transactions pending approval on the My Accounts page.

Click the “approvals pending” link to continue.

Step 2

You will be presented with a list of transactions pending approval. Review each transaction and indicate if you want to approve, cancel, or take no action by selecting the appropriate radio button. You can also see additional transaction details by clicking “See,” or update the transaction details by clicking “Change.”

Once you have selected an action for each transaction, click “Next.” You will be prompted to verify and submit your decisions.

Please note that approvals must be made by the cut-off time for the transaction to be initiated. Additionally, transactions remaining in pending approval status will be deleted 30 days after the scheduled payment/send on date.

AC

CE

SS

M

AN

AG

ER

ccess manager quick reference - chase · 2020-02-04 · a c c e s s man a g e r ccess manager quick...

Documents