How to Add a Shadow User to Your Account

Posted on

A shadow user is someone who can access your account or workspace with limited permissions, typically for support, training, or oversight purposes. They can view or interact with certain parts of your account without having full administrative control.

———————————————————

To add a shadow user to your account, follow these steps:

    1. Click your initials in the top right corner of the screen.
    2. Select Settings from the dropdown menu.
    3. Navigate to the Security tab.
    4. Click on Additional Users.
    5. Click + Add New User
    6. Fill out the shadow user’s information and give them a Username. Click Save.
    7. The user will be sent an email with the subject “Password Reset – Point West CU” with a secure link to set their password. Please be sure to share their username with them via secure channels.

———————————————————

Setting Account Permissions:

  • Click your initials in the top right corner of the screen.
  • Select Settings from the dropdown menu.
  • Navigate to the Security tab.
  • Click on Additional Users.
  • Find the user you want to modify and click the Pencil icon next to their name.
  • Click Show to reveal additional options.
  • Enable the desired permissions or settings.
  • Scroll down and click Save at the bottom of the page.

———————————————————

NOTE: At this time, Shadow User passwords can only be reset by the credit union. Please reach out to us via Online Banking message, 503.546.5000 or [email protected] for assistance.