Navigation: Internet and Phone Systems Screens > User Profile Screen > Sub-Users tab >
Use this tab to view and edit settings for sub-users (persons with secondary rights to access an account) at the selected Company. This tab only appears if a Company account is being viewed (as explained on the User Profile Screen main help page).
Select a sub-user in the Logon Names list to view and edit that sub-user's information in the fields on this tab.
Many fields on this tab function identically to fields on other tabs of this screen. The main difference is that fields accessed from this tab pertain to sub-users while fields accessed from other tabs pertain to main (Personal or Company) users. The function of all fields regarding sub-users and main users will be clarified in the help topics in this manual.
Internet and Phone Systems > User Profile > Sub-Users Tab, Sub-User Tab
The field groups on this tab are as follows:
Account Holder Information field group
Multi-Factor Authentication Settings field group
ACH / Bill Pay / Wires field group