Lockbox: Add Users
Learn how to add authorized users to your lockbox account.
Elizabeth Hughes
9 steps
2 minutes
Ucbi
1
Select **Commercial Functions** in the side menu.
2
Next, select **Lockbox Services** in the dropdown menu.
3
Select **Admin** from the side menu.
4
Select the **Users** tab.
5
Select **Add User**[[.]]
6
Under General, fill in the details for the user you'd like to add.
**Note:** All fields with a \* are mandatory and must be filled out. In the *Email* field, be sure to enter the new user's work email address.
7
Next, check the boxes that correspond with the teams and permissions the new user should have.
8
Once you've entered all the user details and chosen the appropriate teams and permissions, click the **Add User** button.
9
Once the new user has been added, you will see a message that says, "Success. User added." The details for the new user will now appear in the user list.
Lockbox: Add Users
Learn how to add authorized users to your lockbox account.
Elizabeth Hughes
9 steps
2 minutes
Ucbi
1
Select **Commercial Functions** in the side menu.
2
Next, select **Lockbox Services** in the dropdown menu.
3
Select **Admin** from the side menu.
4
Select the **Users** tab.
5
Select **Add User**[[.]]
6
Under General, fill in the details for the user you'd like to add.
**Note:** All fields with a \* are mandatory and must be filled out. In the *Email* field, be sure to enter the new user's work email address.
7
Next, check the boxes that correspond with the teams and permissions the new user should have.
8
Once you've entered all the user details and chosen the appropriate teams and permissions, click the **Add User** button.
9
Once the new user has been added, you will see a message that says, "Success. User added." The details for the new user will now appear in the user list.
