KNOWLEDGE BASE

How do I add a Shared Access user?

To add a Shared Access user using online banking

  1. Select Profile & settings, Manage profile & settings, then choose Login preferences.
  2. From the Shared Access tile, select Manage
  3. From the Manage Users page, select Add User. You will be prompted to provide the Shared Access User's personal information. Select Continue when finished.
    • If the user has a U.S. Bank profile, you can use their existing username to access the shared accounts.
    • For Authorized Users to have Shared Access, you as the account owner would need to follow the “Create a new usbank.com username for them.” during the enrollment process. You will need to delegate the credit card and any other desired accounts. These accounts will show as shared accounts and not as an authorized user.
    • You'll need the following information from the user you are authorizing:
      • First and Last name
      • Email
      • Phone number
  4. Select which accounts the Shared Access User will be able to view. Check the box next to each desired account and select Continue. Note: For each account selected, you will be asked to select the level of access you'd like to provide your Shared Access user. Select between View Only and Transactions allowed. You can select Learn More about access types.
  5. You will receive a success image with instructions to have your added user accept their invitation within 72 hours. 
    Your invited Shared Access user has three business days to accept or decline the invitation. Invitations not accepted within three business days will need to be re-sent by the Account Owner. 

More Information 

  • To share access to your personal account(s), send the invitation from the profile that has your personal username.
  • If you want to share access to your business account(s), be sure to log with your business username to send the invitation. 
  • If you would like a paperless experience, you may choose to set up eDocuments for Shared Access. Select Yes please then Submit to go paperless during setup. You may also choose to receive paper notices by selecting No, I'd prefer paper documents.  

 

To add a Shared Access user using the U.S. Bank Mobile App

  1. Open the main menu and select Manage accounts, then choose My shared accounts.
    Note: If you haven't enrolled in Shared Access before, you'll be prompted to do so before continuing to the next step. 
  2. Select Add user and enter their first and last name. 
  3. For access to a business account profile: Enter the person’s email address, confirm it, then provide their phone number and select Continue.
    For access to a consumer account profile: Choose whether you want the invitation sent using the person's existing username or if we need to create a new one for them. Then select Continue
    • Use their existing usbank.com login to view my shared accounts on their dashboard.
      For this choice, you'll need the Shared Access user’s username and ZIP code. Since they have a digital profile with us, this lets them accept multiple invitations and keep their existing username. We will send the invitation to the email address they have on file with us.
    • Create a new usbank.com username for them.
      For this one, we will assign a username specific to that email invitation. You’ll need to provide that person’s email address and phone number.
      Note: Previously assigned usernames can't be used.
  4. Choose which accounts they'll have access to, then select Continue.
  5. Tell us if you want them to have read-only access or if you allow them to make transactions, then select Continue.
  6. Review the Terms and Conditions, then select Submit to send the invitation.

More information