Managing Authorized Users

Agency staff can grant access or revoke access to public users to perform various tasks. A public user has to be registered in the permitting and licensing application.

Agency staff can add, delete, or inactivate authorized users. They can also specify the actions that the authorized user can do, like making deposits or paying fees.

Owners of deposit accounts and agency staff can send invitations to grant access to public users to manage a deposit account.

Owners of deposit accounts can revoke the access of an authorized user, or grant additional access, or inactivate an authorized user.

Owners of deposit accounts can void an unaccepted invite.

Note:

1. Agency Staff have to create communication templates and set up deposit accounts before an invite can be sent. For more information, see Setting Up Communication Templates.
2. Invited users should register themselves before they can accept the invitation.
3. Invited users will be able to manage the deposit account to which an invite was sent, only after they accept the invite.

You can manage authorized users on the Deposit Account page, on the Authorized User tab.

Adding an Authorized User

1. Select Billing and Payment > Deposit Accounts.

2. On the Deposit Accounts page, click Authorized Users in the left hand navigation.

3. Click Assign Authorized User and click Select to add the name from the list.

4. Click a row on the Authorized Users page to specify the actions that the user can do.

5. On the Assign Authorized User page, choices include:

   • Make deposit

   • Download documents

   • Receive balance notification

   • Pay fees

   • Print statement

   • Update account

   • Upload documents

6. Click Save.

Deleting an Authorized User

1. Select Billing and Payment > Deposit Accounts.

2. On the Deposit Accounts page, click Authorized Users in the left hand navigation.

3. Click the row for the authorized user that you want to delete.

4. Click Delete You will be prompted to confirm the permanent deletion.

Inactivating an Authorized User

1. Select Billing and Payment > Deposit Accounts.

2. On the Deposit Accounts page, click Authorized Users in the left hand navigation.

3. Click the row for the authorized user that you want to inactivate.

4. Change the Assign Status to Inactive.

5. Click Save.

Inviting an Authorized User

1. Select Billing and Payment > Deposit Accounts. and click the deposit account.
2. On the Deposit Accounts page, click Authorized Users in the left hand navigation.
3. Click the Invite User button and populate email address and name.
4. Select the access you want to grant.
5. Submit and confirm to send the invitation.

Accepting an Invite

1. On the agency springboard, select the Deposit Account User Invites tile or click on the link in the email.
2. On the Deposit Account User Invitation List page, select a row to accept. If you clicked on the link in email, this step is not necessary.
3. Click Accept and confirm to be added as an authorized user to the deposit account.

Voiding an Invite

1. On the agency springboard, select the Deposit Account User Invites tile and click the deposit account.
2. On the Deposit Account User Invitation List page, select an invitation that has not been accepted.
3. Click Void.