What are the different user roles?

In Online Banking for Business, there are 5 user roles. Each one comes with different authority levels and entitlements. Let’s take a look.  

Primary Customer Administrators (PCA)  

PCAs have the highest level of administrative authorization and act on behalf of the company for Online Banking for Business. For instance, they can:  

• Request new services and authorize changes.  
• Accept online agreements on behalf of their company.  
• Create and modify Users and Admins.  
• Manage all access, entitlements and limits of all Users and Admins.   

To create a new PCA, please contact your BMO representative.  

Admins  

An Admin can create and modify Users and other Admins. They are able to:  

• Change security settings for Users and Admins. 
• Change payment limits for Users and Admins. 
• Grant access to services which they themselves have access to. 
• Specify which bank accounts Users and Admins have access to within each service. 

Users  

Users can only use and access specific accounts and services.   

Documentation Admins  

Documentation Admins can complete, sign, and submit digital legal documents on behalf of the company. They may also upload files when requested by the bank to meet documentation requirements. They can create Documentation Users and delegate certain tasks to them.  

Documentation Users  

Documentation Users can complete and submit digital legal documents on behalf of the company. They may be authorized to sign documents. They may also be entitled to upload files when requested by the bank to meet documentation requirements. 

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