Financial Resources & Tools

FAQs

Frequent Asked Questions - Shared Access


How do I add a subuser?
Under the “Additional Services” menu in the main navigation, you will see a link called “Share access with others.” This link will take you to the page where you can add subusers and manage their permissions.

What happens once I add a subuser?
Once you save the subuser, they will receive an email at the address you provided for them with directions on how to setup their account. Once they activate their account, the date of their most recent login will be displayed next to their name on the access management page.

What will my subusers be able to access?
Subusers will only be able to see accounts for which they were granted access when you, as the account holder, set them up. On the accounts to which they have access, they will be able to see the balance and transaction history, check images and download the transaction history. Subusers will be able to make transfers and bill payments from accounts which they have been granted permissions.

The subuser will not be able to access FinanceWorks, Purchase Rewards, online statements, Harland Clarke check ordering, or Access Point Visa information. They will also be unable to access your account from their mobile device (mobile web or the mobile application).

I want to grant bill pay access to a particular account but the permission is not showing up in the list for that account. Why cant I choose this option?
The bill pay permission will only display for accounts that you have already setup as Payees. If you want to grant bill pay permissions to an account that is not currently a funding account, you must first go to the bill pay page and add this account as a funding account and then attempt to add a subuser again. The bill pay permission should then display for this account.

Can I place a limit on the amount of bill payments my subuser’s can pay?
Yes, you can limit the amount of bill payments a subuser can pay. When you grant permissions for an account, you will be prompted to enter a transaction limit. You cannot grant access without defining a transaction limit. Any transactions submitted by the subuser that exceed this limit will require your approval before they process. We do not currently support transaction limits for internal transfers.

Where do I go to approve Bill Payments transactions submitted by a subuser?
You can approve subuser transactions on the same page where you manage their permissions. To access this page, login to your account and under the “Additional Services” menu, click on the “Share access with others” link. The transactions that require your approval will be displayed at the top of this page with buttons to approve or deny the transactions.

I see the “Approval Needed” icon next to bill pay transactions on the home page but I don’t see these payments on the bill pay page. Why is this?
Transactions that are pending approval do not show up on the main bill pay page. However, they will show up with a status of PENDING on the bill pay transaction history page. Transactions that are approved by the account holder will show up as normal scheduled payment on the main bill pay page. Transactions that are declined by the account holder will not be displayed on the bill pay page.

Will I be notified when my subuser performs a transaction?
You will not be notified when the subuser makes transfers. If you have given the subuser access to make payments, you will be notified when they submit transactions.

I granted transfers permission but my subuser cannot make an internal transfer. Why?
In order to make account transfers, you must grant subuser transfers permission to both the “to” and the “from” accounts. It’s possible that the subuser cannot make transfers between the accounts that you intended them to transfer between because you did not grant transfers permissions for one of those accounts.

Can I give a subuser access to particular accounts?
Yes, you can do this by granting either view only or transfer/payment permissions to the set of accounts you want the subuser to see and access.

Can I prevent a subuser from making transfers between my accounts?
Yes, you can prevent transfers between accounts by only giving the subuser view only access to an account.

Can I edit my subuser’s account information such as their email address, phone number, username, or password?
You can edit the subuser’s name, email address, phone number, and permissions by clicking the “Edit” link next to their name on the Access Manager page. Account holders cannot edit a subuser’s username or password. The subuser must do this by logging in and making these changed in the “My Profile” menu.

Can I cancel a subuser’s access to my accounts?
Absolutely, and at any time! Go to the page where you gave them access, find their name, look at the Access slider, and change the permission from “Yes” to “No.” Doing this will revoke all subuser access and prevent them from logging into online banking altogether.

What if I can’t get to my computer right away to cancel a subuser’s access?
Call Clearview Online Banking Support at 1-800-926-0003, ext 6300. We can put the subuser on hold – this will prevent the subuser from logging into online banking.

What if my subuser forgets their username or password?
The subuser should use the self service option to reset their password or retrieve their username. If the subuser needs further assistance, they will need to contact the account holder who can contact us for a password reset. We will identify the account holder via our standard procedures (Account Number/User Name and Security ID). We are unable to reset passwords for subusers since they should not have the account holder’s identification information.

Will Shared Access functionality be available on mobile devices?
Shared Access functionality is not available on mobile devices at this time.