Invite a user to the Your Account online portal

Learn how to invite colleagues to share access to Your Account. Invited users can register with their details but can access the accounts linked to your online profile. 

1. Go to the signin page. 
2. Select the Your Account business portal.
3. Select the Your Account menu and click Manage Accounts. 
4. On the Manage Accounts screen, you can add a colleague in two ways, depending on your access level:
   • If you have Manager access, select the tab, Colleagues I Manage and click Add a Colleague.
   • For other access levels select the tab, Accounts I Access, and click Invite a Colleague.
5. Enter the person's name and email address. 
6. Select the checkbox for each account you want to share, then click Submit.
7. An invitation email is sent immediately.
8. To access the shared account details, the recipient must select the link in the email and complete registration.