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:

From the left hand menu, Click the ‘Business Services‘ tab Click the ‘Delegate Manager‘ sub tab Click the ‘Add Delegate’ link Select the ‘Access Level’ appropriate for your Delegate Provide them with their ‘Temporary Password’ Confirm Password Input their first and last name Select the accounts that you wish to share under your business MemberCard Click the ‘Submit’ button

 

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

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:

 

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 ‘Edit‘ link beside their name *Reminder: you can only reset the password of a Delegate you have created. Enter the password in the ‘New Password‘ field and the ‘Confirm Password‘ field Click the ‘Submit’ button

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:

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 ‘Edit‘ link beside their name *Note: you can only edit the details of a Delegate you have created. Make the applicable changes Click the ‘Submit’ button

 

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 update a delegate’s e-mail address, you will need to Edit the delegate.

	Step 1: On the Delegate Manager screen, click on Edit.
	Step 2: Scroll down and enter the email address. Then re-enter it and save.

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?