What is the Access & Security Manager?
The Access & Security Manager is a feature that allows you to add authorized users to your Chase Business Complete Banking account and manage access levels across solutions.
How do I add authorized users to my account?
For Chase Business Online users:
- Sign in and choose Account management in the top navigation bar
- Choose Access & Security Manager
- Choose Add authorized user
For Chase Mobile app users:
- Choose the profile icon in the top right corner of the home screen
- Choose Settings
- Choose Account settings
- Choose Access & Security Manager
- Choose Add authorized user
Follow the prompts to receive an activation code and enter your user’s information. Once complete, you’ll get an email confirmation.
Access and security FAQs
Ready to give employees access? Explore these frequently asked questions.
There are three types of access levels you can assign users with your Chase Business Complete Banking account:
- See activity only:
- Access to view Demand Deposit Account (DDA) balance and transactions
- No access to accept card payments or view accepted card transactions
- Transact only:
- Access to accept card payments
- No access to view DDA balance or transactions
- See activity and transact:
- Access to view DDA balance and transactions
- Access to accept card payments
Follow the same steps to go to the Access & Security Manager, choose the user, then choose Manage user.
For Chase Business Online users:
- Go to the Access and security manager
- Choose Manage user next to your employee’s name
- Scroll down to Incoming services
- Check the boxes for the access you’d like to grant
- You can choose from the following options:
- Accept payments on Chase POS Terminal and Chase POS app
- Accept payments on chase.com or the Chase Mobile app
- See & refund transactions on Chase POS Terminal and Chase POS app
