Admin Frequently Asked Questions

For Your Organization

• What banks/apps are supported?

• How to add/remove a team member

• How do I update our logo or other content our clients see

For Your Business Customer

• How to delete an account

• Where should my business customer log in?

• How to add a second login for a customer

• How to remove a login for a customer

• How to invite a customer/resend invitations

• Customer can’t sign in - troubleshooting

General

• Someone did not receive an email - troubleshooting

• How to reset users password