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Tools & Resources

Add/Remove


5.1 Add User
1. Click the ‘Add User’ button from the ‘User’ listing on the Self Service Home page to add a new Key Total Treasury user to your company.
2. Once the user is created, you can add/remove service access to applicable accounts/modules in Key Total Treasury.
3. Enter the required and optional information, a temporary password for the new user; choose access time and click ‘Save’.
4. Copy available access settings from any other user in your company using the ‘Copy User Access From’ dropdown menu.
5.2 Add Account
To add a new company account on Key Total Treasury, click the ‘Add Account’ button from the Account listing on the Self Service Homepage. Once the account is created, you can add/remove service access to applicable users/modules in Key Total Treasury.
Enter the required information and click ‘Save’. Account must be a valid Key DDA account.
5.3 Remove Users or Accounts
On the Self Service Home page, click the red X button by the corresponding user or account you wish to remove. Hover over the blue “I” information icon to view the reason some users or accounts are not permitted to be removed via Self Service.