How do I manage my Additional Users?

For always-on business owners, it can be a tall task to manage your business finances alone. By sharing account access with a trusted co-owner, employee, or accountant partner, you’ll have a secure and easy way to delegate and designate responsibilities as you continue to grow.¹ 

How granting account access can boost your business 

• Scale your company: Share control with your co-owner, delegate financial work to an employee, or give your accountant direct access to your financial info. 
• Protect your account: You control your account—add or remove additional users at any time, all while knowing your private account info is for your eyes only. 

User roles and permissions

Account owner/administrator: The administrator is whoever created the Bluevine account. They have full permission for all account actions and are the only user who can add or manage additional users.

Additional users 

Additional users have limited permissions and their access can be removed or changed by the administrator at any time. Additional users have their own sign-in credentials, so the administrator’s personal account details remain secure. There are three different additional user roles:

• Authorized user(s): This role has fewer permissions than an administrator. We designed this role for trusted employees of your company. Authorized users are added as payment administrators by default, which will allow them to send payments without approval and be added as a final approver for payments sent by other users. If you want to add an authorized user without payment administrator permissions, you can do so when adding a user.
  
  
• Accountant: This role has fewer permissions than an authorized user. We designed this role for your accountant or bookkeeper.
  
  
• Contributor: This role has fewer permissions than an accountant or authorized user. We designed this role for employees of your business to manage payees and bills, forward payments for approval, and approve payments where prompted. They will not have access to view account balances.

Examples of Authorized User Permissions²

*The Administrator can choose Authorized Users to not be payment administrators and require payments sent to be approved when inviting them to the account, or by editing their permissions. Authorized Users are otherwise made payment administrators by default.  Payments sent by Accountant and Contributor users will always be sent to the Administrator and any Authorized Users with payment administrator permissions for approval. For more information on payment approvals, check out our payment approvals support article.

Adding an Authorized user

The Administrator can grant Additional Users access via the Profile & Settings section within their Bluevine Dashboard. Use the following steps to add an Authorized User or Accountant role:

1. Sign in to your Bluevine Dashboard³
2. Select the Settings icon in the upper right-hand corner
3. Select the Approvals & Account Access tab
4. Select Invite user:
   
   
5. Complete the MFA requirement
6. Select a user from the list or select + New user
7. Enter in the additional user’s first and last name and email address
   
   • Note: If you have a beneficiary owner on your account you will see their name show up on the list of users you can select from
8. Select which additional user role you want to designate from the Role drop-down menu
   • If you’re selecting the accountant role, confirm “yes” or “no” if the added user is an external accountant or bookkeeper. If “yes”, they’ll be invited to sign up for the Accountant Dashboard, a platform we’ve designed specifically for accountants.
   • If you’re selecting the Authorized User role, confirm if you’d like the user to not be a payment administrator
     • Payment administrators can send payments without approval and will be added as a final approver for payments sent by other users on the account. 
9. Check the Acknowledgement of Responsibility for the Authorized user’s actions¹
10. Select Invite:
    
    
11. We’ll send an invitation to the new user
12. Once your additional user accepts the invitation, they’ll be prompted to accept our registration terms and privacy policy, create a sign-in password, and input their date of birth. Their sign-in email will be the email you entered in Step 7.
    
    • Note: if the Additional User is already registered at Bluevine for another company, they will receive a notification email that they have been added as an Additional User to a new business. When they log in, they can select between the companies they are registered for. See Multi Company Sign In and Navigation below for more details. 
13.  The additional user will now be granted account access based on the role type you selected in Step 8.

How to edit, resend invitation, or remove an additional user

If you’re an administrator, you can edit, resend invitations, and remove any additional user through your Bluevine dashboard. Follow these steps:

1. Sign in to your Bluevine Dashboard
2. Select the Settings icon in the upper right-hand corner
3. Select the Approvals & Account Access tab
4. Locate the additional user you’d like to edit, resend an invitation, or remove
5. Select the three dots located to the right of the additional user's Information
6. Depending on the action you wish to complete, select Edit, Resend invitation or Delete
   • Resend invitation will only appear for users that are in “Invited” or “Invitation expired” status. New invitation is valid for 14 days.
     
7. Follow the prompts to complete the action
8. If you deleted the user, you will receive an email confirming the deletion.
   

Multi-Company Sign In and Navigation

If you're registered with Bluevine and have access to one or more companies, you'll be able to select which company you'd like to access when you sign in. 

You can toggle between the accounts you have access to by selecting the Company name in the left-hand corner of your Bluevine dashboard:

1:  The Account Owner may add Additional Users to their account using the Account Access feature. The Account Owner is responsible for all authorized transactions initiated and fees incurred by use of the Account. If an individual (including but not limited to Authorized User(s)) is permitted access to the account, account number(s), or PIN, Bluevine will treat this as if the Account Owner has authorized such use and the Customer will be liable for all transactions and fees incurred by such person(s). The Account Owner is wholly responsible for the use of Account according to the terms and conditions of the Bluevine Business Checking Account Agreement. Bluevine is not responsible for any action taken by any Additional User and the Account Owner agrees to indemnify Bluevine in connection with any action taken by any Additional User. The Account Owner is responsible for terminating any Additional User's access using the Account Access feature. Bluevine may continue to recognize an Additional User's authority until Bluevine has received and has had a reasonable time to act upon and process an access termination request from the Account Owner. See the Bluevine Business Checking Account Agreement for more information.
2: This chart provides a full overview of Additional User permissions.  The Account Owner column is provided for comparison purposes only and there may be additional Account Owner only permissions not listed here. 
3: This feature is only available on the desktop version of the Bluevine Dashboard and not the Bluevine mobile app.