Business Online & Mobile Banking - User Management

User Management

Important: Only an account-authorized administrator may manage users.

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Accessing User Management

Authorized Administrators may access user management by taking the following steps:

1. Log in to business online banking by clicking Login from the top right of any page on alpinebank.com.
   
   
2. Enter your username and password and select Sign In.
   
   
3. From the menu options on the left side, select Manage Business from the My profile dropdown.

Creating a New User

1. From the Settings screen, select + Create user.
   
   
2. Enter the user’s First name, Last name, Email, and select their User role, then select Create user.
   
   User Role Definitions:
   
   Admin: The Admin role gives the user access to view or modify entitlements, set permissions for all users, and manage users (create, delete, etc.). They can also edit a user’s profile details.
   
   Viewer: The Viewer role gives the user access to view information in Manage Users. They have the same access as an Admin, but they can’t edit entitlements or set permissions.
   
   User: The User role is for users whose jobs involve performing day-to-day banking activities that don’t require user management rights. They can move money based on their entitlements and permissions, but they don’t have access to use or view the Manage Users screen. 

3. Select the accounts you would like the new user to have within the Enable Accounts screen.

4. You will receive a confirmation message that the new user has been created, select Edit permissions to finish the user set up. 

5. Enable the options under Additional services as desired by toggling the switch, and then select Set permissions from within the Permissions widget. 

6. Each set of permissions must be enabled by toggling the Enabled switch and then additional permissions and limits may be granted as applicable for the service. NOTE: The user limits may not exceed those of the established company limits. 

7. Once all permissions have been set, return to the user management page and select Invite to send the new user’s welcome email.

Managing Existing Users

1. To modify an existing user, select the user from the Manage Users list.

2. Use the ••• icon to edit the user’s name, user role, or email address, to hold their account access, to send them a password reset link, or to delete them. 

3. Modify the user’s Accounts or Additional services access as desired by toggling the respective switches.

4. Select Set permissions to modify the user’s product permissions and limits. 

Managing Existing Users – Mobile App

Some user management functions are available through the Alpine Mobile App.

Authorized Administrators may access user management via the mobile app by taking the following steps:

1. Log in to your mobile app and navigate to Manage business.

2. Select Manage users.

3. Choose the user you would like to manage.

4. Use the ⋮ icon to hold their account access, to send them a password reset link, or to delete them.

Instructional How-To Video

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