Bank access
Step three under "People" deals with bank access. Click the plus sign to add the people who should have bank access:
Here, you will have the option to select those who should have bank access (including external people) from a drop-down menu:
For each person you select, you will be able to choose which bank accesses they should have:
You choose which account it concerns and then the following:
No access: The person will not have access to view or act on the account.
Can only view the association’s account: Grants the person view-only access.
Can only manage with dual approval: Dual approval means that a board member cannot perform actions in the bank on behalf of the board without approval from another board member. If this power of attorney is chosen, there must be at least two board members authorized to manage the association’s accounts.
Can manage the association’s account: This grants full access to act on the account.
Depending on the type of power of attorney chosen, there will be additional details about the individual power of attorney:
Here, you must select at least one of the points. You select a point by clicking on the small gray bar next to the point, turning it green.
Payment cards: Please note that each bank has different prices for card solutions, and the price may be higher if, at a later time, you wish to link a card after the report.
Once all the correct powers of attorney have been assigned to the individual, click "Save" at the bottom.
Review these steps for all relevant individuals, and finally click the blue button "Approve bank access" below the overview.