Users & Groups

Users & Groups is where you can control your financial institution user permissions for all Banno.com apps in one location.

There is no limit on the number of users that can be added, and access to various permissions within the system can be customized per user to fit your specific needs. Individual users maintain control over their profiles and settings can be adjusted as needed.

There are two main pages to control your user information and permissions: Users and Groups.

Users

In the Users area, you can search for administrative users, view user profiles, and invite new people to access the Banno platform. You can also select Invite user to add new users.

Groups

In the Groups area, you can organize users into groups with special permissions. You can choose which users can view products and who can manage certain features. You can also control whether your administrative users can view and edit the groups themselves.

  • Logging on to Users & Groups
    Complete the steps to log on to Users & Groups.
  • Getting started
    Upon initial setup of your user, you receive a welcome email that includes a Join link. The following steps only apply to first-time logins.
  • Groups
    Within Users & Groups, you can organize users into groups with special permissions.
  • Users
    The User list allows you to manage individual users who need access to your Banno apps and permissions.
  • Browser support policy
    To support security measures that keep your data safe, we require modern browsers to use Banno Digital Platform products.