How do I manage my Additional Users?

Account Access gives you a secure and easy way to give trusted people access to your Bluevine account so you can share the work and focus on growing your business.¹ 

How Account Access Can Support Your Business 

• Scale your business. Share access with your co-owner, delegate responsibilities to a trusted employee with significant financial authority, or provide your accountant or bookkeeper with access to account information. 
• Protect your account. You control access, can remove it at any time, and have peace of mind knowing your personal account details are secure. 

User Types & Permissions

Administrator - The Administrator is the primary individual who created the Bluevine account. They have full permission to all account actions and are responsible for adding and maintaining any Additional Users.

Additional Users Types

• Authorized User(s) - Authorized User(s) can only be initiated and invited by the Administrator. Authorized Users have their own account permissions which are dictated by the Account Owner, but permissions can be removed or changed by the Administrator at any time. Authorized Users have their own dedicated login credentials, so the Administrator’s login information and personal account details remain secure.
• Accountant - This role is a type of Additional User, designed specifically for your business’s accountant or bookkeeper. An Accountant may only be initiated and invited by the Administrator and will have its own dedicated login credentials. The Accountant will have more limited permissions than the Administrator and Authorized User. The Administrator can disable Accountant access at any time

Examples of Authorized User Permissions²

*The Administrator can require approval for all payments sent by an Authorized User when inviting them to the account, or by editing their permissions. Payments sent by Accountant users will always be sent to the administrator 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 Profile & Settings located on the left-hand toolbar
3. Select the Account Access tab⁴
4. Select Invite user:
   
   
5. To protect your information, complete the MFA requirement
6. Select the + button next to 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 the applicable user access from the Role drop-down menu
   
   • If selecting the accountant role, confirm "yes" or "no" if the added user is an external accountant or bookkeeper
   • If the accountant is an external accountant, they will be invited to sign up for the Accountant Dashboard. They will be asked to provide information about their firm and themselves during the signup process. 
9. Select the Acknowledgement of Responsibility for the Authorized user’s actions¹
10. Select Invite:
    
    
11. An invitation will be sent to the new user to accept the account invitation.
    
    
12. Once the Additional User accepts the invitation, they’ll be prompted to accept our registration terms and privacy policy, create a login password, and input their date of birth. The Additional User’s login email will be the email you added 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 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

The Administrator can edit or remove any Additional User via the Profile & Setting sections within their Bluevine Dashboard. Use the following steps to edit or remove an Additional User.

1. Sign in to your Bluevine Dashboard
2. Select Profile & Settings located on the left-hand toolbar
3. Select the Account Access tab
4. Locate the Additional User you’d like to edit or remove
5. Select the three dots located to the right of the Additional Users 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 the Additional User is already registered with Bluevine and has access to one or more companies, they will be able to select which company they would like to access when they sign-in. See image below:

The Additional User can toggle between the Bluevine accounts they have access to through the dashboard by selecting Switch in the left hand corner.

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.