Create a Microbanking user record to give a user access to Symba Microbanking with specific roles and permissions.

Prerequisites

• Log in to Symba Portal with a user account that is authorized to manage users
• A login account exists (create one first if needed)

Steps

• In the menu, click "Administration", then "Users"
• If the user does not exist yet, create a new user first
• In the "All users" section, click the button next to the user
• Click "Create Microbanking user"
• Enter the required information:
  • First name and last name
  • Office
  • One or more roles
  • Optionally link to an existing employee in the same office
  • Note: Username and email address cannot be changed
• Click "Ok"

The Microbanking user is created (no email is sent).

Next steps

• User can now log in to Symba Microbanking with their credentials

Related Topics

• Editing Microbanking users
• Deleting Microbanking users
• Employees