KNOWLEDGE BASE

How do I manage a Shared Access user?

Manage your Shared Access user at any time. Within the manage a Shared Access user section you can do the following:

  • Remove a user
  • Add new accounts to a user’s view
  • Remove accounts from a user’s view

How to manage a Shared Access user in online banking   

  1. Select Profile & settings at the top of the page, then select Login preferences.
  2. Choose Manage to the right of Shared Access.
  3. Select the user’s name to remove or update the accounts the user can view.
  4. Choose Confirm for your changes to be completed.

How to manage a Shared Access user in the U.S. Bank Mobile app  

  1. From the Main menu, select Manage accounts then select Manage shared accounts.
  2. Select Manage Users.  If you want to remove access, select Unenroll.
  3. Select the user’s name to remove or update the accounts the user can view.
  4. Choose Confirm for your changes to be completed.

More information

Wealth Management customers and business account owners can:

  • Manage feature-level permission during this process, such as view only and/or transactional privileges. 
  • Select which accounts to include when granting Shared Access to a delegate. 
  • Assign optional daily transaction limits for delegate activity.

As a business account owner, you can give your delegate access to your monthly statements. This feature is only available for small business accounts.

  • If granted, your entire statement including your full account number will be viewable.
  • Your delegate can access your complete statement history. 
  • You can add or remove this access at any time.