To active your Bank Connect user credentials, you will receive an activation link from your bank. These credentials allow admins to manage connectivity between bank accounts and your company’s ERP. They also authenticate a user during a sensitive action such as submitting or approving a payment.
Each user activation link is unique. Your email address is your username. You cannot forward or re-assign your activation link to another member of your team.
In your welcome email (example above), click on the activation link provided by your bank. You will be redirected to a screen similar to that below. You must create a password and click the Create My Account button.
Once registered, you will be redirected to the new page to set up multi-factor authentication. You must choose a multi-factor authentication (MFA) method by clicking the Setup button next to your choice.
The multi-factor authentication set up here will be used when activating Bank Connect in an ERP and when completing sensitive actions such as submitting or approving payments.
Follow the prompts to complete the setup of MFA.
Click on the Finish button to complete the setup.
Click on the Bank Connect app to access instructions for activating each ERP.
Click on the ERP for Activation Instructions.