City National Bank

Login to your City National Bank

• Click on Admin in the top menu panel
• Then click on Users
• Click +Create User
• Enter Pilot’s information:
• Name: Pilot Bookkeeper
• User ID: usernamebooks1
• Address: PO Box 7775 #86889, San Francisco, CA 94120
• Email: username@vip.pilot.com
• Click Save
• Next, click the Pilot Bookkeeper user you created for us, then click Edit Details to the right of View User
• Then click on the Bank Services tab
• Check Business Suite and click Save
• Then click Set Specific Permissions and set the following permissions
• Payments: Leave all Unchecked
• Reporting:
• Check Select All
• Balance & Transactions:
• Check Select All
• Statements
• Check Select All
• Payment Reports
• Check Select All
• Recurring Payment Exceptions Report
• Check Select All
• Checks and Stops Inquiry
• Check Select All
• Click Continue at the bottom of the permissions
• Under Bank Accounts
• If Pilot should have access to all bank accounts
• Check the All box in the light blue row at the top named Apply to All Current and Future Accounts
• If there are only specific accounts Pilot should have access to
• Check the All box next to each account required
• Click Update at the bottom of the permissions section
• Then click the check box next to Please confirm that you have made all required updates before submitting
• Click Submit