Step One: Click the down arrow next to your name on the top right and select Users.
Step Two: From the User Administration screen, choose Add User.
Step Three: Select Create New User from Scratch.
Step Four: Set up Basic User Information. Enter the individual’s User ID as FirmNameFlow (ex. SVBFlow), input contact information, and specify his/her role as User. Click Continue to go on to the next step.
Step Six: Assign Service Level Entitlements. Place a checkmark in the Grant / Remove All, this should quick-fill a checkmark in all fields available (note: if you have loans remove the checkmark on the fields as Flow should not have access to advance). In the transfer limit fields enter 99,999,999,999.99 (if this is left blank it will negate the permission). Click Continue to go on to the next step.
Step Seven: Setting Wire Transfer Permission Settings. Under Display All, place a checkmark View Wires and Initiate Wires. Next,under View Wire Payments, place a checkmark in Grant/Remove All View Wire entitlements for this user. Under Initiate Wire Payments, select Grant/Remove All Wire Initiation entitlements for this user. Use the Quick Fill Wire Limits and enter 99,999,999,999.99 into Maximum Daily Initiation Limit and Per Wire Initiation Limit, select Apply Limits to All (if this is left blank it will negate the permission). Click Continue to go on to the next step.
Step Eight: Verify setup. On the following screen you can see a high-level overview of the user set ups. You will scroll down to the bottom of the screen, select Continue and Submit to finalize the set up for the new user.