Documentation Index
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Overview
J.P. Morgan Bank Canada allows you to grant access to your accounts by creating an Authorized User. This is done through J.P. Morgan Access, where the System Administrator can give authorized users the ability to see account information, set up transactions, and/or approve transactions other users have scheduled.Bank terminology
| Concept | J.P. Morgan Bank Canada term |
|---|---|
| Delegated user | Authorized User |
| Admin | System Administrator |
Setup steps
1. Navigate to Access & Security Manager
1. Navigate to Access & Security Manager
2. Enter user details
2. Enter user details
Fill in the required information for your new user.
If you’d like the user to have mobile access through the Chase Mobile app, you can check that box. After confirming the information is correct, click
| Field |
|---|
| First name |
| Last name |
| Email address |
| Phone number |
| Username |
Next.3. Assign entitlements
3. Assign entitlements
You will assign entitlements for every account and transaction type in your online profile.For each account, choose
Assign access and select an option from the drop-down list:No accessSee activity onlyTransact onlySee activity and transact
Copy access level from another user.4. Configure specific permissions
4. Configure specific permissions
Depending on the access level chosen, select the optional boxes to allow your user to see check images, view statements, and/or approve transactions.If your user has the ability to initiate transactions, choose which types of transactions the user can initiate, the total daily dollar limit for each service, and whether the user’s transactions need approval.When finished choosing all services, limits, and approvals, click
Save. Repeat this process for each account in your profile.Important notes
Use one user per account if separate connections are required.