ATB Business allows you to securely manage account access for your team or service providers. By assigning unique credentials and permissions, you can ensure each employee or service provider (e.g. accountant, bookkeeper) has exactly the access they need.

Key terms

• Roles: Defined sets of permissions and responsibilities.
• Users: Individual team members assigned to a specific Role.

Managing roles

The Roles page displays all existing roles, including their descriptions, number of assigned users, status, and last updated date.

How to create a role

1. Log in to ATB Business.
2. Navigate to the Roles tab and click Create role.
3. Enter a Role Name and Description, then click Next.
4. Select the specific Services and Permissions for this role.
5. Review your settings and click Complete.
   
   • Note: If your organization requires approvals, changes take effect once confirmed by an authorized approver.

How to edit a role

1. Navigate to Admin > Roles in the main menu.
2. Select the role you wish to modify and click Edit role.
3. Update the name or description if needed, then click Next.
4. In Services & Permissions, check or uncheck boxes to adjust capabilities.
5. Click Next to review your changes.
6. Click Save edits. Updates are immediate unless your organization requires a second approval.

Enable data sharing 

To securely connect your accounts to third-party software or services you must enable the Data Sharing permission for the relevant roles. 

Note: If you're the Administrator (typically the business owner) this permission should be enabled by default. However, it will need to be manually enabled for all other Roles and Users. 

1. Follow the Edit roles instructions to navigate to the Services & Permissions tab for your chosen role.
2. Select Account Details & Data Sharing and click Edit role.
3. On the account configuration screen, locate the accounts you wish to share data from.
4. Check View Details and History first. This action "unlocks" the ability to check Enable Data Sharing.
5. Ensure both boxes are checked for every account intended to share data from.
   
   • Note: If the Enable Data Sharing checkbox is still missing, the Administrator will need to contact ATB to enable data sharing for the business entity.
6. Click Save edits to finalize the permissions.

Finalize the connection

The connection must be initiated from within their accounting software:

1. The user logs into their Accounting Software and selects Add Bank Account (searching for ATB Financial).
2. When the ATB secure login page appears, the user enters their unique credentials.
3. The user will see only the specific accounts authorized by the Administrator and can finalize the secure connection.

Managing Users

The Users tab lists all individuals added to your company profile, including their enrollment status and assigned roles.

How to Add a New User

1. Navigate to Admin > Users, click Create user.
2. Enter the user’s name, email, and a unique username.
3. Assign the user to an existing Role and click Next.
4. Click Create User.
   
   • The new user will receive an email to verify their account and set their password.