Inviting an organization user from the user profile

You must invite organization users with a Pending status so that they can create their login credentials and access Banno. Credit unions can invite a user from the user's profile in Banno People.

Note: This functionality is not currently available to banks.
  1. In Banno People, select Users.
  2. Select the Pending user that you want to invite.
    The user's profile opens. A notification banner displays [Name]'s account is pending. They need to complete set-up of their account.
  3. Select Invite.
    A notification displays Invitation sent successfully.
Banno sends an email to the user that contains a Join link. The user can select the link to create their user name and password to log in to Banno.
Parent topic: Invite an organization user