How do I manage my Online Business Banking? (Single Signature)

There are various levels of authorization for Delegates that are determined and/or modified by the authorized signers of the account.

Status	Action
Read-only	View accounts and manage the following: Interac e-Transfer profile and recipients. bill payees
Initiator	view accounts and initiate transactions including: bill payments Send Interac e-Transfer *Note: Delegates will not be able to receive Interac e-Transfers. transfer of funds to another member transfer of funds to another account within the relationship

Once you have identified a delegate and the level of authorization they require, through the desktop site of vancity.com you will be able to create and manage their profile.

Each authorized signer is able to assign up to three delegates.

*Note: prior to adding a Delegate through Online Business Banking, confirm with the individual that you have their expressed consent to provide their email and/or phone number to receive notification of the login information.

To add a Delegate, follow the steps below:

Step 1: From the left hand menu, Click the ‘Business Services‘ tab. Click the ‘Delegate Manager‘ sub tab
Step 2: Click the ‘Add Delegate’ link
Step 3: Select the ‘Access Level’ appropriate for your Delegate. Add their information.
Step 4: Add their contact information.
Step 5: Check mark ‘Share accounts under this member card’. Click the ‘Submit’ button
Step 6: You will receive a receipt confirming your transaction.

 

The Delegate will subsequently receive two emails 15 minutes apart with the login information that you have generated.

If your delegate still can’t log into Online Banking, please reset their password by following the steps in the question below.

A Delegate’s password can only be reset by the authorized signer that created their profile.  This reset can only be done through the desktop access of Online Business Banking.  To reset a delegate’s password, follow the steps below:

 

Step 1: Click ‘Delegate Manager’
Step 2: Navigate to: Business Services -> Delegate Manager and click on Edit.
Step 3: If you already set up a MFA for your delegate, check mark the box ‘Reset Password’.

The Delegate will then receive an email at the address specified in their profile with their password. At the first login, the delegate will be prompted to create a new password.

Delegate profile details can only be amended through Desktop access of Online Business Banking.  To amend a Delegate’s details, follow the steps below:

Step 1: Choose ‘Delegate Manager’ on the navigation bar.
Step 2: On the Delegate Manager screen, click on Edit.
Step 3: Make applicable changes and hit submit.

 

A Delegate can only be removed through Desktop access of Online Business Banking.  To remove a Delegate, follow the steps below:

 

From the left hand menu, click the ‘Business Services‘ tab Click the ‘Delegate Manager‘ sub tab Locate the delegate whose profile you wish to edit and click the ‘Delete‘ link beside their name *Note: All authorized signers have permission to remove/delete Delegates regardless of who created them. Click the ‘Submit’ button

To add or delete a bill payee, follow the instructions outlined in this Learning Hub: How do I add or delete a bill payee?

To learn more about how to transfer funds to another Vancity member refer to the Learning Hub question: How do I transfer funds to another member?

To learn more about how to set up your Interac e-Transfer profile refer to the Learning Hub question: How do I create or edit my Interac(r) e-Transfer profile?

Before you are able to send an e-Transfer you will need to create a profile for your recipient.  To learn more refer to the Learning Hub question: How do I add a recipient or payee to my Interac e-Transfer profile?