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How to choose a new a Level 1 user in bill pay for business.
With bill pay for business, the current Level 1 user can assign another eligible individual as the Level 1 user. Our Standard and Pro plans allow users to make this change at any time.
Businesses with our Pro plan can add more users to their bill pay for business. Find out more about our plans, see also: What are the different plans available with bill pay for business?
How to choose a new Level 1 user in online banking
Make sure the new Level 1 user can access all your business’s funding accounts before you assign them. If they can’t access an account, they won’t be able to pay from it and the system will automatically cancel any scheduled bill pay payments. See also: How to manage my funding account in bill pay for business.
- Choose Profile & settings from the upper right, then select Overview.
- Select Bill pay for business. You may need to scroll down.
- Choose the new Level 1 user's name and then select Choose new Level 1 user.
- Review and confirm the change by selecting Confirm Level 1 change.
Learn more about each user level, see also: What are the different roles a user can have in bill pay for business?
Note, this process can't be completed in the app.