This is something we request so often from our clients that I finally asked a client to write up what it looks like on her end so I can post it as a blog entry. This access option is very important to third-parties like bookkeepers and CPAs, because neither we nor our clients want the option for us to authorize transactions, but we need to be able to view banking and credit card activity.

Chase has excellent info here, which you should review first: Access & Security Manager: Add users and assign rights | Helpful Tips | Chase.com

Then — from the eyes of a small business owner who’s done it herself:

1. From the Chase homepage click on Account Management at the top of the page, center.

2. From the drop-down menu that appears click Access & Security Manager.

3. Click Add Authorized User (should be on the right of the screen, under the primary/admin account).

4. You’ll be prompted to receive an activation code on your phone to create the new account.

5. Follow prompts from there to create the new account (It will ask for the new user’s name, email address, phone, username, and temporary password, as well as whether or not to allow mobile access).

6. Once the account is created, there will be an option to the right of that username to manage the account. This is where you can select permissions (they call them “user rights”). Check the desired boxes to grant/limit access for each user.

 

Chase is constantly changing its user interface, so if these steps have changed since they were written, please let us know so we can update them! Your feedback is sincerely appreciated.

---