Online & Mobile Banking Guides

Frequently Asked Questions

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Find quick Cash Management navigation information here.

Manage Users

Important: Only an account-authorized administrator may manage users.

Cash Management services are intended for business customers only, require additional agreements, and are subject to underwriting and approval. Cash Management processing is subject to bank business days: Monday through Friday, excluding federal holidays, and cut-off time requirements. Certain transaction fees and limitations apply. Please contact your local branch to speak to Treasury Sales.

Manage Cash Management Users

The administrator may manage the Cash Management users, by completing the following steps:

Visit www.northstarathome.com and select Login.
Enter your username and password and Login.
From the menu options on the left side, select Cash Management.

Note: The Cash Management menu option is not available through the Northstar Bank Mobile app.
If your ID is enabled with a secure token, you will be prompted to enter the secure token code found in your VIP Access app, or on your physical token.
After completing any applicable verification steps, go to Cash Management and Users.

Create a New User

To create a new user, go to Users and New User.

Enter the User Name and Email Address for the new user. (This email address must be unique to the individual user.) Designate their Administration level, and enter a 4-digit Wire Password to be used when transmitting a wire, if applicable. Enter their Phone Number and Wireless Provider information (optional).

Establish the user’s Access Times. This restricts when the user is able to log in.

Place a checkmark in the box if you would like to Enable Northstar Bank Remote Deposit Capture Access for this User (must be enabled by bank). Enter the applicable ACH and Wire limits, and ACH access the user should have.

NOTE: The user limits may not exceed that of the established company limits by the bank.

Click Submit.

Cash User Settings allows you to customize what options and account(s) the user should have, then Submit.

Once a user has been created, if you do not have a token, they will be Pending Approval until Northstar Bank verifies and approves the changes. If you have a token, move to account settings next.

Account Settings allow you to make changes to the general options and the accounts the user should have access to.

Manage Existing Users

To modify an existing user, select the CM User List. Use the Select Option drop-down, to the right of the user, for the following options:

User Settings allows you to make changes to the user’s access and limits.

Default Settings and Account Settings allow you to make changes to the general options and the accounts the user should have access to.

From this drop-down menu, you may also Delete a user.

Note: If the modified user shows as Pending Approval, a member of Northstar Bank will review and approve the changes.

Business Online Banking and Mobile App Resources Manage Users