In order to edit a user you must be an administrator. Companies apply to add administrators by contacting Banking Circle at The administrator role is a separate user type that is not allowed to initiate or approve payments. 

  1. Sign into Banking Circle, then open Administration in the side bar menu

  2. In the Administration tab, open Users and find the user you want to edit

  3. Click on the name of the user

  4. Click on the Edit button

  5. Make adjustments and click Save.

The user may need to be authenticated under Strong Customer Authentication (SCA) by using the Authy app. 

Depending on your setup, the user may also have to be approved by an internal approver.

Related Articles (2)