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Access Manager Quick Reference

Chase Commercial OnlineSM


easy

convenient

secure

With Chase Commercial Onlines Access ManagerSM, the System Administrator can give authorized
users the ability to view account information, schedule transactions, or approve transactions scheduled
by other users.1
Set Chase Dual ControlSM (Recommended)
Chase Dual Control improves your internal controls, reduces errors, and may help protect your
company from fraud. When Chase Dual Control is activated, transactions submitted for certain
services2 will require approval by another user. You cannot pick which accounts or services to which
Chase Dual Control will apply; once activated, all transactions initiated through an applicable service
will require approval. Note that transfers between your Chase accounts will not require approvals if
Chase Dual Control is activated.

M A N A G E R

Step 1

A C C E S S

From the Access Manager home page,


click Set Chase Dual Control.

Step 2
Please click on Important things
to know. If, after reviewing the
information, you want to enable Chase
Dual Control, click Activate.

Step 3
You will receive an on-screen message
confirming that Chase Dual Control
has been activated. If you wish to
deactivate Chase Dual Control in the
future, please contact your Client
Service Representative.
1

Terms and conditions, including fees and limitations, apply as described in the Chase Commercial Online Access and Services
Agreement.
Services included in Chase Dual Control are: ACH Payments, ACH Collections, Basic Payroll Payments, Bill Payments, External
Account Transfers, Wire Transfers and Tax Payments.

Access Manager Quick Reference

Chase Commercial OnlineSM


easy

convenient

secure

Add Authorized Users


Step 1

A C C E S S

M A N A G E R

Click the Access Manager link on the My


Accounts page or click on the Customer
Center tab, then the Access Manager
link.

Step 2
Click the Add Authorized User link
or button to begin setting up new
authorized users. First you will need to
verify your identity.

Access Manager Quick Reference

Chase Commercial OnlineSM


easy

convenient

secure

Step 3

A C C E S S

M A N A G E R

Enter the authorized users first and last


name, and create a User ID. You must
also enter a phone number and email
address for the authorized user. We
will use this information to verify the
authorized users identity.
Confirm that the information youve
entered is correct and click Next.
You will receive a message confirming
that the authorized user has been
added, containing instructions for the
authorized user to follow when logging
into Chase Commercial Online for the
first time. Please note that you will also
need to provide the User ID you created
to the authorized user.

Access Manager Quick Reference

Chase Commercial OnlineSM


easy

convenient

secure

Assign Account Access


Step 1

A C C E S S

M A N A G E R

Once youve added an authorized user,


you will be prompted to set that users
access to accounts on your CCO profile.
Please note that you can also update an
existing users permissions by clicking
See/change access next to their name
on the Access Manager home page.

Step 2
Designate the type of access the
authorized user should have by clicking
Assign access for each account. You
may also choose to Copy user access
from another users profile.
No Access - the authorized user will
not have access to this account.
View Activity Only - the authorized
user can only view account information.
You may also use the appropriate
check boxes to give this user the ability
to view statements, view check images,
or approve transactions submitted by
other users.
View Activity and Transact - the
authorized user can view account
information and submit transactions.
You may also use the appropriate check
boxes to give this user the ability to
view statements, view check images, or
approve transactions submitted by
other users.
Transact Only - the authorized user
can only submit transactions and will
not be able to view account activity.
You may also use the appropriate check
boxes to give this user the ability to
approve transactions submitted by
other users.
Click Save Changes to continue.

Access Manager Quick Reference

Chase Commercial OnlineSM


easy

convenient

secure

Set Transaction Permissions

A C C E S S

M A N A G E R

Step 1
Use the check boxes to select which
services a user can use to perform
transactions for each account to which
they have been given permission
to transact. You are able to update
transaction permissions for an existing
user by clicking See/change access next
to their name on the Access Manager
home page.

Step 2
You can enter a daily limit on each
transaction service. In one day, the
user can only submit transactions in an
aggregate dollar amount that is equal
to or less than this limit. This daily limit
only applies to the service for which it is
indicated.

Step 3
Indicate if the transactions submitted
by the authorized user require approval
by selecting the appropriate option
from the drop-down menu. You can
indicate that transactions do not require
approval; that approval is required; or
that approval is only required if the
transaction exceeds a certain dollar limit.
Click Save Changes. You will receive
a on-screen message confirming that
permissions have been saved for this
authorized user.
Please note that Chase Dual ControlSM
is not applicable to Internal Account
Transfers or Loan Advances and
Payments. If Chase Dual Control is
enabled, all other transactions will
automatically require approval.

Access Manager Quick Reference

Chase Commercial OnlineSM


easy

convenient

secure

Update User Profile


Step 1

M A N A G E R

Click See/change access next to the


users name on the Access Manager
home page.
In the Edit User drop-down menu,
you can suspend/delete an active user
or restore access to a suspended user.
Select See/change authorized user
if you would like to update the users
name, User ID, address, phone number
or reset their password.

Step 2

A C C E S S

Update the users name or User ID by


filling in the appropriate fields.
Click Add/edit email or phone if you
would like to do so.
Select an email address in the Send
temporary password to box to require
the user to change their password. You
will need to verify your identity.
Click Next when you have completed
your changes. You will receive an onscreen message confirming that the
users profile has been updated.

Access Manager Quick Reference

Chase Commercial OnlineSM


easy

convenient

secure

Approve Transactions
Transactions can be approved by System Administrators or authorized users who have been given the
ability to approve transactions.

Step 1

A C C E S S

M A N A G E R

A link will appear on the home page


of any service that has a transaction
pending approval. You can also view a
full list of transactions pending approval
on the My Accounts page.
Click the approvals pending link to
continue.

Step 2
You will be presented with a list of
transactions pending approval. Review
each transaction and indicate if you
want to approve, cancel, or take no
action by selecting the appropriate radio
button. You can also see additional
transaction details by clicking See,
or update the transaction details by
clicking Change.
Once you have selected an action for
each transaction, click Next. You will
be prompted to verify and submit your
decisions.
Please note that approvals must be
made by the cut-off time for the
transaction to be initiated. Additionally,
transactions remaining in pending
approval status will be deleted 30 days
after the scheduled payment/send on
date.