User Details

What Can I Do? Change an authorized user's personal information Change an authorized user's ID and password Delete an authorized user

You can view and maintain information about the people who can access Branch Business Bill Pay and contact customer service on behalf of your business.

Changing an Authorized User's Personal Information

If an authorized user's personal information (such as the first or last name, address, or telephone number) changes, you should update it as soon as possible. We need accurate information in case it is necessary to contact the user.

Your authority level determines which authorized users you can change.

• The Level 1 User can change any user's information, including the user's authority level.
• The Level 2 Users can change their own information and the information for any Level 3 Users, but they cannot change any user's authority level.
• The Level 3 Users can only change their own information.

To change an authorized user's personal information:

1. In the list of authorized users, find the name of the user you want to make changes for, and click it.
   The User Details page appears.
2. Make the necessary changes, and click Save Changes.
   The user's updated information appears so that you can verify it.
3. Click Finished.
   The user's information is changed.

Changing an Authorized User's ID and Password

You can change the user ID and password for the authorized users of Branch Business Bill Pay.

Your authority level determines which authorized users you can change:

• The Level 1 User can change any user's information.
• The Level 2 Users can change their own information and the information for any Level 3 Users.
• The Level 3 Users can only change their own information.

To change your own user ID and password:

1. Find your name in the list of authorized users and click it.
   The User Details page appears.
2. Click Edit in the User ID and Password section.
   The User ID and Password section expands to allow you to make changes.
3. To change your user ID, type the new ID you want to use in New User ID.
   The ID must be between 9 and 32 characters. It is not case sensitive and can include letters, numbers, and special characters, but no spaces. The ID must be unique within your business.
4. To change your password, type the new password you want to use in New Password, and then retype it in Confirm New Password.
   The password must be 8 characters without spaces. It is case sensitive and must contain at least two of the following: an uppercase letter, a lowercase letter, a number, and a special character. We recommend a combination of letters and numbers for security reasons. Choose a password that others cannot easily guess.
5. Click Save Changes.
6. Preview your information, and click Finished.
   Your user information is changed.

Your user ID and password are changed immediately. You should type the new ID and password the next time you sign in to Branch Business Bill Pay.

To change another user's ID and password:

1. In the list of authorized users, find the name of the user whose information you want to change.
2. Click the user's name.
   The User Details page appears.
3. Click Edit in the User ID and Password section.
   The user ID and Password section expands to allow you to make changes.
4. To change the user's ID, type the new ID you want to use in New User ID.
   The ID must be between 9 and 32 characters. It is not case sensitive and can include letters, numbers, and special characters, but no spaces. The ID must be unique within your business.
5. To change the user's password, type the new password you want to use in New Password, and then retype it in Confirm New Password.
   The password must be 8 characters without spaces. It is case sensitive and must contain at least two of the following: an uppercase letter, a lowercase letter, a number, and a special character. We recommend a combination of letters and numbers for security reasons. Choose a password that others cannot easily guess.
6. Click Save Changes.
7. Preview the user's information, and click Finished.
   The user's information is changed.

The user's ID and password are changed immediately. The user should type the new ID and password the next time he or she signs in to Branch Business Bill Pay.

Deleting an Authorized User

You can delete, or remove, an authorized user at any time. After you delete a user, customer service no longer provides any information about your Branch Business Bill Pay account to that person.

Your authority level determines which authorized users you can delete:

• The Level 1 User can delete any Level 2 Users or Level 3 Users. (You cannot delete the Level 1 User, but you can cancel the service.)
• The Level 2 Users can delete any Level 3 Users.
• The Level 3 Users cannot delete any users.

To delete an authorized user:

1. In the list of authorized users, find the user's name that you want to delete, and click Delete User.
   A confirmation message appears.
2. Click Yes to delete the authorized user.
   The user is removed from the list of authorized users, and the Manage Administration Options page clears so that you can select another option.