In order to allocate a user to a company, you need to have more than one user registered in your nBanks account. If you haven't yet added multi-users to your nBanks account, click here to find out how.

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Step 1

Go to the Portfolio area in the top navigation menu.

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Step 2

Choose the Clients tab.

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Step 3

In the Client List, on the left-hand side, select the client/company you want.

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Step 4

Click on the three dots icon and select the"Allocate Users" option.

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Step 5

Select the user(s) you want to allocate.

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Step 6

Click on Save.

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And that's it! You've just allocated a user to a company.