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Business Banking, Built to Do More
We’ve made Business Digital Banking better with an upgraded experience designed around the way you do business. The enhanced platform gives you more control, stronger security, better visibility into your accounts, and expanded Treasury Management capabilities all in one place.
The Business Digital Banking platform offers:
- Multi-user access with customizable permissions
- Enhanced security and fraud prevention tools
- Improved account activity visibility and reporting
- Additional business banking functionality
- Access to Treasury Management services
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Treasury Management Services
- ACH
- Mobile Check Scanner
- Positive Pay
- Wires
If you currently use Treasury Management Services through Tru Treasury, your services will be converted to the platform. A dedicated representative will be assigned to assist with your transition and help ensure a smooth conversion process.
- Call: (800) 748-0451
- Visit: Your local Financial Plus branch
Our team can discuss available Treasury Management solutions for your business.
Creating a Company User Workflow
If you need to add a new user to your Business Digital Banking account, follow these simple steps.
Step 1: Create the New User
- Log in to Business Digital Banking.
- Select the Manage Users tile from the dashboard.

- Click Create User in the top-right corner.
- Enter the new user's:
- Full Name
- Email Address
- User Role
Step 2: Choose a User Role
Select the role that best fits the user's responsibilities:
User
- Can perform day-to-day banking activities, including transfers and payments.
- Cannot view or manage other users.
Viewer
- Can view User Management information.
- Cannot make changes to permissions or user settings.
Admin
- Can manage users, permissions, and account access for the business.
- Has full User Management access.
Select the appropriate role and click Create User.
Step 3: Verify Your Identity
- Complete the multi-factor authentication (MFA) prompt.
- Enter the verification code you receive.
- Click Verify.
The user profile will be created, and a confirmation email will be sent to the administrator's email address on file.
Step 4: Enable Account Access
Before the new user can access accounts, you'll need to grant account access.
- Click Select on the bottom-right of the Enable accounts pop-up
- Choose the accounts the user should be able to access:
- Turn on individual accounts using the slider next to each account, or
- Select Enable All to grant access to every account.
- Click Done.
- Click Enable Accounts to save your selections.
Set User Permissions
Once account access is enabled, configure the user's permissions.
- Click Edit Permissions.
Important: Do not click Send Email Invite until all permissions have been configured. - Under Additional Services on the bottom-left, turn on any services the user will need.
- Click the green Set Permissions button.
- Use the available sliders to enable the features the user should have access to.
Note: If you enable Transfers, you must enter a transaction limit before saving. - Click Save.
- Click the Back Arrow next to the user's name to return to the user details page.
The user setup is now complete.
Step 6: Send the Invitation
After account access and permissions have been configured:
- Click Invite.

- A confirmation message will appear stating: "Invitation sent successfully."
This confirms that the invitation email has been delivered to the new user.
The user can then follow the instructions in their invitation email to complete their enrollment and sign in for the first time.
New User Steps for First Time Login
After clicking Join on the invitation email, follow these quick steps to log in for the first time.
- Create your login: Verify your information, enter your phone number, and create a username and password.
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Set up verification: Choose a multi-factor authentication (MFA) method and follow the prompts to verify your identity.
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Sign in: Log in with your new credentials, complete MFA, and accept the User Agreement.
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You’re ready to go: After accepting the agreement, you’ll be taken to your Business Banno account.