Yes. It is possible to add employees to the business account as “delegates”.
This new and improved option is offered in Allia. It is possible to provide access to certain employees, regardless of whether they are Caisse Alliance members or co-signers on the account, as well as select the level of access for each user. This means that employees who already had access to your online account in our previous platform don’t automatically have access in Allia. For security purposes, you are required to add them manually one at a time as delegates, while customizing their access.
Click here to view our step-by-step demonstration.
Your account manager is also available to guide you. Moreover, a telephone helpline (1-866-985-2529) is available if you need support with Allia.