Allocate a User to a Company

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

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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 side, select the desired client/company.

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Step 4

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

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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 have just allocated a user to a company.