Managing Users in the Admin Portal

The User Management section of the Admin Portal gives Institution Admins and User Management Admins a single, centralized place to manage all users across both the Admin Portal and the Depositor Portal. From this module, you can invite new users, manage pending invitations, copy or revoke invite links, and reset passwords directly.

To access User Management, navigate to Settings in the Admin Portal and scroll down to the User Management section.

Admin Users

The Admin Users tab displays all users who currently have access to your institution's Admin Portal, along with their assigned role.

Note: If your institution uses Single Sign-On (SSO), Admin Users are managed through your identity provider (IdP), and the invitation and password reset options below will not appear in your portal. Please contact the NBID team for guidance.

Inviting a New Admin User

1. Click “Invite New Admin User”.
2. Enter the user's work email address (personal email providers are not accepted) and select their access level.
3. Click "Submit", then review the invitation summary and click "Confirm" for the user to receive an email invitation with a link to create their account.

Managing Pending Invitations Open the Invited Admin Users tab to view all pending invitations, including when each was sent and when it expires. From here you can:

• Resend Invite: Send the invitation email again.
• Copy Invite Link: Retrieve the invitation link to share directly with the user.
• Revoke: Cancel a pending invitation. Once revoked, the invite link becomes inactive and the invitation is removed from the list.

Invitations that lapse are marked with an "Expired" badge - send a new invite if this happens.

Editing an Admin User's Access
From the Admin Users tab, click the edit (pencil) icon next to a user, select their new access level, and click "Submit".

Disabling and Re-enabling Admin Users
To remove a user's access, open the edit window and click "Disable", then confirm. Disabled users are labeled "Disabled" and can no longer sign in. To restore access, open the edit window again and click "Re-enable User". Users are disabled rather than deleted, so access can always be reinstated.

Resetting an Admin User's Password
From the Admin Users tab, click "Reset Password" next to the user whose password you'd like to reset. They will receive an email with a link to set a new password.

Depositor Users

The Depositor Users tab displays all Depositor Portal users associated with your institution, including each user's email, access level (Read-Only or Full Access), and associated depositor details.

Note: This section is for inviting existing depositors to access their Depositor Portal. New depositors must be added in your Sweep Program.

Inviting a New Depositor

1. Open the Invited Depositor Users tab and click "Invite Depositor User".
2. Enter the user's email address.
3. Select the existing depositor that the user will be granted access to, and assign their access level (Read-Only or Full Access).
4. Click "Submit", then click "Confirm" for the user to receive an email invitation to create their Depositor Portal account.

Once the depositor accepts the invitation and creates their account, they will appear in the Depositor Users tab.

Managing Pending Depositor Invitations
Open the Invited Depositor Users tab to view all pending depositor invitations, with the same options to resend, copy, or revoke invite links.

Resetting a Depositor User's Password
From the Depositor Users tab, click "Reset Password" next to the user and confirm to send them a password reset email.

Wire Contacts
The Wire Contacts tab manages the individuals at your institution who receive money movement correspondence - including daily wire transaction emails and monthly statement emails. Click "Add Wire Contact" to add a contact, or use the edit icon to update or remove an existing one.