How to set up delegates

Описание: Learn how to set up delegates in Coastal Community's digital banking experience, available to members as of November 3, 2026. You'll learn how to set access levels for your delegate (Read Only vs. Initiator) and decide which accounts they can access, and what transactions you will permit them to make on your behalf. A delegate typically initiates a transaction for a signer to approve.

Note: Before delegates can be added, signers (Authorized Signatories) who work with your business must login to the new digital banking experience and create their own username and password. Once that is complete, signers can access the membership(s) they manage and proceed with setting up delegates.

Delegates are trusted individuals who can carry out banking tasks on your behalf, based on the level of access you assign to them. Note: existing delegates were not carried over to the new digital banking experience so you’ll need to set them up by following this video.

Give us a call at 1.888.741.1010 if you would like assistance. We can guide you if you need help, but we can’t complete the process of adding delegates for you for privacy reasons.

Download a step-by-step guide to setting up delegates: https://cccu.ca/wp-content/uploads/20...

See more business member resources at https://cccu.ca/digitalbanking/