User Controls Guide
Secondary User Access
Provident’s User Controls allow business members the option to add and remove secondary users to view and access their account(s) through online and mobile banking. You must be a business accountholder enrolled in online banking to access User Controls and add secondary users.
To enable this service, sign on to online or mobile banking and submit a request to add an additional user via the Secure Form.
Adding a New Secondary User:
You will need the following information when adding a new secondary user:
- First, Middle (if applicable), Last Name
- Date of Birth
- Social Security Number
- E-Mail Address
- Phone Number (home and mobile)
- Street Address, City, State, Zip Code
- Once signed in to online or mobile banking, select “Name/Initials” in the top ribbon and then select “Secure Forms” from the Messages & Forms menu.
- Select the “Add Additional User” form, complete the required information and click send.
- Provident will add the new user to your account (or contact you if there is a problem) within 1 business day.
- Once you've been notified that the secondary user has been created by Provident, you can then update their User ID, create a temporary password for them, and set your new user’s access, based on the account(s) and services within online and mobile banking you want them to be able to access.
Edit / Remove an Existing User:
- To edit an existing secondary user’s personal information, click the pencil icon
- To edit a secondary user’s controls, click the keys icon
- To delete a secondary user, click on the "x" icon
Secondary User Access |
Available |
---|---|
Accounts |
Yes, a secondary user will mostly have the same viewable access as the accountholder(s). Unchecking the "View" checkbox on individual accounts will remove this access for those accounts. Secondary users:
|
Deposit & Loan Alerts |
Yes, Secondary users:
|
Profile Settings |
Yes, Secondary users:
|
Overdrafts |
Yes, Secondary users:
|
Secondary User Controls |
Yes, Secondary users:
Note: This only applies if secondary user is granted this ability by the accountholder or by another secondary user. |
Password Reset and User ID Reminder |
Yes, Secondary users:
|
Password Reset and User ID Reminder |
|
Bill Pay |
Yes, Secondary users:
|
Transfers |
Yes, Secondary users:
|
Mobile Banking |
Yes, Secondary users:
|
Text Banking |
Yes, Secondary users:
|