Prerequisities
Your user must have permission to Manage Users
Your account must be on a paid plan to add additional users
Instructions
1. Click your name in the top right corner of ACH Pro and then click Settings.
2. Scroll down to the All Account Users section click the green New User button.
3. Enter the user's First Name, Last Name, and Email Address. Optionally grant account-wide permissions:
Manage Users — allows this user to add, edit, and remove other users.
Manage Originators — allows this user to create and edit originators.
4. Under Originator Access, choose an originator from the dropdown and click Add. Repeat for each originator the user should access.
5. For each assigned originator, adjust the permissions the user should have within that originator. Click Save to finish creating the user.
8. The user will receive an invite email with a Log In button to create their password.
Success! You've created a new user