Santander

Administrators have the ability to create new users.

• Navigate to the Administration tab and select Manage Users.
• Select Create new user.
• Enter Pilot's information:
• User ID: usernamebooks1
• First Name:
• Last Name:
• Email: username@vip.pilot.com
• Role: Account Operator
• Enable Date: ASAP
• Press Review.
• Review and click Enable.
• Click Manage Entitlements.
• Under the "Access Levels", select the following:
• Security Level: Systems administrator
• Approvals: No approvals
• Confidential EFD Access: No access
• Payment Limits: Set customer limits: 0
• Access Schedule: Unlimited access
• Under "Accounts Function and Data Service Entitlements", enter for User Entitlements:
• Custom: View only access to all of your accounts (account reports: statements and transaction activity).