Share Information with Users
Learn how to quickly share the information available in your nBanks account with other users.
Step 1
Go to the "Group Settings" area, at the top of the page.
Step 2
Select the Users tab.
Step 3
Select whether you want to share information with a New User or an Existing User.
Step 4
Click on Invite Users:
- For New Users: Enter the Name, Email, and Phone Contact of the user to invite;
- For Existing Users: Select the desired user from the dropdown menu.
Step 5
Configure this user's Access Permissions.
Step 6
Next, configure the user's access to the Bank Accounts aggregated on the platform.
Step 7
Confirm your consent to the permissions given to the user to be invited.
Step 8
Click on Send Invitation to send the invitation email to the user for access to nBanks.
And that's it! You have just shared information with other users. You can edit each user's permissions at any time in this same area.