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A bank manages its own team in the Treasury Prime Console. A Banker Admin sets up and maintains the organization’s users so the right people have the right level of access before your bank begins day-to-day Console operations.

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Prerequisites

To manage your team as a bank, you need:
  • Access to the Treasury Prime Console
  • Permissions for user management
    • Role must be Banker Admin
    • Only a Banker Admin can invite users, assign roles, reset MFA, and delete users
If there are currently no Banker Admin users in your organization, contact your Treasury Prime account manager.

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Banker roles

Each user has a single Banker role that controls which areas, actions, and data they can access in the Treasury Prime Console. Review the role definitions before you invite users or change an assignment.
A bank is responsible for deciding which role each user is assigned. Treasury Prime does not determine or advise on individual role assignments. Assign roles according to your bank’s own compliance, risk, and separation-of-duties policies.As a general security best practice, limit the Banker Admin role to a small number of trusted users. Because the Banker Admin role grants full access to the Treasury Prime Console, including user management and the payment rails enabled for your bank, assign a more restricted role whenever it covers the user’s responsibilities.

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How to invite a user

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1. Open the Team page

  1. Log into the Treasury Prime Console
  2. Click Settings in the left navigation menu
  3. Select Team from the settings submenu

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2. Send the invitation

  1. Click Invite User in the top right corner
  2. Enter the user’s Name and Email, then select the Role to assign. All three fields are required.
  3. Click Yes, invite user to send the invitation
  4. The user receives an email invitation to create their account
Note: The invited user appears in the Team list with an Invited status until they accept the invitation and finish creating their account.

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How to resend or cancel a pending invitation

A user with an Invited status has not yet accepted their invitation. For these users, the View actions menu offers only Resend invite and Delete user. Role changes and MFA resets become available only after the user accepts the invitation and registers.
  1. Click Settings in the left navigation menu
  2. Select Team from the settings submenu
  3. Find the invited user in the Team list
  4. Click the View actions menu (the … icon) at the end of the user’s row
  5. Select Resend invite to send the invitation email again, or Delete user to cancel the invitation

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How to change a user’s role

Change a user’s role after they have accepted their invitation and registered. Role changes are not available for users with an Invited status.

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1. Open the user’s actions menu

  1. Click Settings in the left navigation menu
  2. Select Team from the settings submenu
  3. Find the user whose role you want to change in the Team list
  4. Click the View actions menu (the … icon) at the end of the user’s row
  5. Select Edit user profile

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2. Update the role

  1. Select the new Role for the user
  2. Click Yes, edit user to confirm
  3. The user’s access updates to match the new role
Note: Each user has a single role. Assigning a new role replaces the user’s previous role.

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How to reset a user’s MFA

Reset MFA when a user loses access to their authenticator app or device and can no longer complete sign-in. MFA reset is available only for users who have accepted their invitation and registered, not for users with an Invited status.
  1. Click Settings in the left navigation menu
  2. Select Team from the settings submenu
  3. Find the user who needs an MFA reset in the Team list
  4. Click the View actions menu (the … icon) at the end of the user’s row
  5. Select Reset multi-factor
  6. Confirm the reset
The user is prompted to set up MFA again the next time they sign in.

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How to delete a user

Delete a user when they leave your team or no longer need access to the Treasury Prime Console.
  1. Click Settings in the left navigation menu
  2. Select Team from the settings submenu
  3. Find the user you want to delete in the Team list
  4. Click the View actions menu (the … icon) at the end of the user’s row
  5. Select Delete user
  6. Confirm the deletion
Note: Deleting a user revokes their access to the Treasury Prime Console immediately.

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Troubleshooting

Common issues and solutions:
  • Settings or Team option not visible: Only a Banker Admin can manage users. If you do not see the Settings menu or the Team page, your role does not include user management. Contact a Banker Admin in your organization.
  • Edit user profile or Reset multi-factor not available: These actions appear only for users who have accepted their invitation and registered. For a user with an Invited status, only Resend invite and Delete user are available.
  • Invited user did not receive the email: Ask the user to check their spam folder and confirm the email address is correct, then select Resend invite from the user’s View actions menu. Invitations may take a few minutes to arrive.
  • User cannot sign in after losing their device: Reset the user’s MFA so they can set it up again on their new device.
  • No Banker Admin in your organization: Contact your Treasury Prime account manager to establish the first Banker Admin.
For additional assistance with team and user management or Console functionality, contact Treasury Prime support through your designated support channels.