How do I add someone to a checking account?

Separation of Controls gives you the ability to have more than one person involved in the check creation process.  To use this feature, you will first need to add a member to your checking account and determine how much control you'll give them over the account.  This is very easy to do with only a few steps.

1. Select the checking account to which you wish to add members.
2. In the left side navigation under Settings, click Members
   
   
3. Then simply click the Add Member button in the upper right hand corner.
   
1. Enter the new member’s email in the email field
2. Choose the permissions you want the member to have
3. Click the blue add member button on the right side
4. If this is the first time this person has been added to an echeck account, it will ask for their name as well and you can click add member again.
   
4. Your new member will get an email from Deluxe eChecks stating they've been added to a checking account.
5. The new member will need to click the activation link in the email they receive.
   
6. Finally, to complete activation of their profile, they will create a password of their choosing and add a phone number on file.
   

That's it! Your member can now perform any actions you gave them permissions for regarding separation of controls page.