Shared Access

Giving you more account control

On November 14, 2018, Shared Access, a business account management tool, will be available inside Shine Online Banking, allowing business account owners to add sub-users to business account(s). This account management tool will allow you to:

  • Create an unlimited number of business account Sub-Users—such as business partners and staff members—and assign each one their own set of sign-in credentials
  • Enable Sub-Users to perform day-to-day account functions on your business’ behalf—write checks, manage account balances and statements, transfer funds, and more
  • Grant temporary or permanent account access to third-party vendors, such as your accountant or bookkeeper
  • Edit or delete individual Sub-User permissions and access rights at any time

Shared Access is an optional feature available to business owners at no cost and can be enabled at any time through Shine Online and Mobile Banking.

Questions regarding Shared Access? Give us a call at 800-373-7600, ext. 203.

 

Frequently Asked Questions about Shared Access

What is Shared Access?

Shared Access is a business account management tool available within Dupaco Shine Online and Mobile Banking. It enables you to delegate online business account management duties without sacrificing control, visibility, and security. Using Shared Access you can:

  • Create an unlimited number of business account Sub-Users—such as business partners and staff members—and assign each one their own set of sign-in credentials
  • Enable Sub-Users to perform day-to-day account functions on your business’ behalf—write checks, manage account balances and statements, transfer funds, and more
  • Grant temporary or permanent account access to third-party vendors, such as your accountant or bookkeeper
  • Edit or delete individual Sub-User permissions and access rights at any time

Am I required to use Shared Access?

This feature is completely optional.

How does Shared Access work?

Business account owners may choose to set up Shared Access in Shine Online or Mobile Banking so that Sub-Users of the account may access particular accounts and functions. When set up with Shared Access, account information and access for Sub-Users exists only through Shine—it does not grant account access to your Sub-Users at Dupaco branches, shared branches, or via phone. At any time you may change access rights, delete, or add new Sub-Users.

How do I use this feature?

You can create Sub-Users by completing the 4-step setup for each one within Shine. For your protection, Dupaco staff cannot set up or edit access, or delete Sub-Users on your behalf.

  1. Sign in to Shine and select Profile in the navigation, then click Account Management. Click the plus to begin set up of a new Sub-User. Complete the user information and accept the terms and conditions of Shared Access.
  2. Choose the days of the week and times of day you wish to provide access to this Sub-User.
  3. Choose the accounts and functions for this Sub-User. Where applicable, deposit and loan accounts will be available for selection, along with functions like View Account, Transfer To and Transfer From. You may also set single transfer and daily transfer limits.
  4. Select the pages this Sub-User may access. Examples of options include Statements, eNotifiers, Loan Applications, Bill Pay, and more. Upon finish, click Save.

Can I edit permissions or delete Sub-Users?

Within the Account Management section, found under Profile in Shine you may adjust permissions at any time.

How do Sub-Users access Shine?

Once you’ve set up a Sub-User with Shared Access, they will receive an email from alert@dupaco.com to complete a one-time setup, including selecting a username and password. The Sub-User should follow the prompt in the e-mail. Note, each Sub-User will need to know the business account owner’s member number in order to complete setup. Once complete, the Sub-User will have immediate access to log in to Shine via Dupaco.com.

Can I reset a Sub-User's username and/or password?

In the event a Sub-User needs a username or password to be reset, the business account owner must reset it for them within Shine under Profile, then Account Management. By resetting the username and/or password, the Sub-User will need to complete the setup again.

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