KNOWLEDGE BASE

How do I manage a Shared Access user?

Manage your Shared Access user at any time. Within the manage a Shared Access user section you can do the following:

  • Remove a user
  • Add new accounts to a user’s view
  • Remove accounts from a user’s view

How to manage a Shared Access user in online banking   

  1. Select Profile & settings at the top of the page, then select Manage profile & settings.
  2. Choose Edit login preferences from Login preferences. Then choose Manage to the right of Shared Access.
  3. Select the user’s name to remove or update the accounts the user can view.
  4. Choose Confirm for your changes to be completed.

How to manage a Shared Access user in the U.S. Bank Mobile app  

  1. From the Main menu, select Manage accounts then select Manage shared accounts.
  2. Select Manage Users.  If you want to remove access, select Unenroll.
  3. Select the user’s name to remove or update the accounts the user can view.
  4. Choose Confirm for your changes to be completed.

More information

Wealth Management customers and business account owners can:

  • Manage feature-level permission during this process, such as view only and/or transactional privileges. 
  • Select which accounts to include when granting Shared Access to a delegate. 
  • Assign optional daily transaction limits for delegate activity.