Granting a User Access to Online CEF
Overview
In order for your investors and borrowers to view their account information online, you will have to set them up with access. Below are the steps to do so.
Step 1: Create the NA Web Access Account
The first step is to set the individual up with a web account. For information on how to do this step, please reference this page: NA Web Access Maintenance
Step 2: Adding the User to the Account
The final step is to add the user to the account or accounts that they are to have access to. This is done via the church or organization's account screen.
'Bold text''Note: If this is an individual investor, this step may not be necessary. The system will automatically grant access to all accounts tied to the investors Tax ID (SSN). This step needs to be performed when you are granting access to an individual to a church or organization account. For example, adding a Church Treasurer PIN# to the Churches Investment and Loan Accounts.
- From the DDI Connect main menu, double-click Financial Services
- Double-click Account Entry
- Search for the church or organization
- Select the investment or loan account that the user should have access to
- Click the Online Access tab. You will see a screen similar to this one:
Click Add. The fields are now available for editing.
In the Name PIN field, either type the PIN of the user to whom you are granting access or click the binoculars to search for and select the user. You can now indicate what kind of access the user should have:
You have these options. Please note that for each of the fields below, you have the following selections available to you:
| Option | Description |
|---|---|
| Constituent can view on web (ALLOW) | This means that the constituent can see the information, but their account is not yet active |
| Currently displaying on web for constituent (ACTIVE) | This means that the constituent accoutn is active |
| Deny access to account | If this option is selected, the account is still present but the constituent cannot log in to the web |
| Name deleted from web access (DELETE) | This selection indicates that the constituent's web access account has been deleted |
For each of the financial areas, you can also opt the constituent in to receive related emails.
Once you have made your selections, click Save.
The user should now be able to log in to the Online CEF site and view the account(s) that he or she has been granted access to.
