Please note that this article only applies to business accounts.
Panacea's offers the ability for business admin users to self-service sub-users. There are 2 types of sub-users who can be managed in the digital platform:
-
Business Owner / Signer: if the user is an owner / signer, they should enroll in Panacea digital and automatically will receive access to the accounts. Once enrolled, the Business Admin can further edit access to banking services via the Manage Users tab.
Note: enroll in Panacea digital with the business account, SSN and DOB at https://digital.panaceafinancial.com/enrollment.
2. Not an Owner / Signer: if the user is not an owner / signer (e.g. office manager, accountant), the Business Admin should use the Manage Users to add them as users on the Panacea digital banking platform.
Manage Users allows Business Admins to perform the below actions for sub-users:
- Add an user.
- Edit an user.
- Deactivate an user (there is no Delete option).
Manage Users is only accessible from the desktop version of Panacea's digital banking platform at https://digital.panaceafinancial.com.
Adding a sub-user (e.g. accountant, office manager):
If you do not see the Manage Users tab and you are a Business Owner Admin, please reach out to the Panacea Business Services team at consiergedesk@panaceafinancial.com.
In your Dashboard, navigate to the Manage Users tab and select Add User (if you do not see Manage Users contact Panacea).
On the next screen, enter all the relevant info and click Send Invite (once all the required information is entered the Send Invite button will turn orange).
Once you sent the invite, the user will receive an email from conciergedesk@panaceafinancial.com with the subject Account Invitation.
Once they receive the invite, the user needs to click on the blue link to complete the registration with the required information.
Note: the user needs to enter a Personal Home Address.
The user then needs to create their credentials to sign in.
Once the account created, the user will be able to use the username and password to log in the desktop at : https://digital.panaceafinancial.com.
The user can also download the mobile app on Apple or Android.