Empower Your Team.
Control Your Finances.
Managing your company’s finances just got easier. With Banno Business, you have the power to control who has access to your accounts, what they can do, and see every action they take. Our platform is designed to give you peace of mind and complete control over your business's financial operations.
Effortless User Management
You know that different employees need different levels of access. With Banno Business's User Management, you can give your team exactly what they need—and nothing more.
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As an admin, you can easily add new users, edit their details, and assign roles to fit their responsibilities.
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You have the power to manage permissions for a specific employee, allow access to certain accounts, and control their abilities on an account-by-account basis. It’s all about giving you the control to keep your business secure.
Activity Tracking
Keep tabs on all business activity with our detailed financial record.
Gain a complete view of every single action taken by any user, giving you a transparent record of all activity.
Easily track and monitor all key business actions, including money movement, entitlement modifications, and user profile changes.
Use advanced filters to sort activity by a specific time frame, a business user's name, or the type of event for a truly customized view.
Export a detailed history report to a .csv file, which you can then save for your external records and compliance audits.
Permissions & Entitlements
Get granular control over your team's financial access.
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Fine-tune each employee’s abilities to match their exact role and responsibilities.
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Control which financial tools your team can use, including entitlements like ACH, transfers, and wires.
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Customize permissions down to a specific account, so each person has the right level of access.
- Authorize specific activities to ensure users can only move funds or view information for the accounts you’ve expressly allowed.
Protect Your Profits Today!
For more information or to sign up for User Management for Business, please fill out the referral form below or contact PrimeTrust Services at (765) 289-2148
What are the different user roles I can assign?
There are three roles: Admin, Viewer, and User. As the Admin, you can view and edit everything, including user permissions. A Viewer has the same access as an Admin, but they can't make changes. The User role is for employees who handle day-to-day banking tasks and don’t need access to user management features.
How do I add a new employee to our account?
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As a business admin, you can add a new user from the User Management dashboard. Just click + Create user, provide their details, and assign their role. You can then enable specific accounts and send them an email to get them set up.
What if an employee is locked out of their account?
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If an employee enters their password incorrectly too many times, their account will be locked. You can easily unlock it from their user profile. We’ll even give you the option to send them a password reset link to help them get back in quickly.
Can I temporarily disable an employee’s account?
Yes. You can place a temporary hold on an employee's account from their user profile. This prevents them from logging in, which is useful for situations like an employee taking a leave of absence. The account can be reactivated just as easily when they return.
Is there a way to track all changes to permissions?
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Yes. Every change made in User Management, like updating a permission or a user's role, is logged as a history event. You can see these events in the Activity feed and filter by permissions to track exactly who made what changes.
Schedule a Meeting with the PrimeTrust Commercial Services team to learn more.
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