Setting up a third-party login gives your Bench bookkeeping team view-only access to your Boeing Employee Credit Union portal. This allows your bookkeeper to download statements and transaction details on your behalf so you don't have to manually pull and upload them each month.

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1. Login access with view only access to account activity and statements

2. Your Bench ID — this is the number that appears after /client/ in your browser's address bar when you're logged into Bench. For example, if your URL is app.bench.co/client/33248/..., your Bench ID is 33248. If you're unsure, your bookkeeper can provide

Add Business Online Banking Users

1. In the Navigation menu, click or tap Administration > User Management.
2. The user management page appears with a list of existing users.
3. Click or tap Add User and fill in the New User Details
   • Name: Bench Bookkeeping
   • Email: thirdpartylogins+business.name@bench.co
   • Phone Number: 6504660173
   • User ID: bench[benchID]
   • Password: [benchID]BenchB00k$
4. Click or tap Close.

Edit User Management Rights

1. In the navigation menu, click or tap Administration > User Management.
2. Locate Bench Bookkeeping and verify the User ID
3. Configure the user rights and limits.
   1. It will typically be something like ‘Accountant Access’ or ‘Read-only Access'
4. Click or tap Close.

Please message your bookkeeper to let them know this has been completed, as the email invite link is not a monitored email.

Once your bookkeeper confirms access, they'll be able to pull your Boeing reports directly, no action needed from you going forward. If anything changes with your Boeing account (such as a password update or a change in permissions), let your bookkeeper know so they can adjust accordingly

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I'm not sure what to use for the email address.
‍Replace your.business.name with your actual business name, no spaces. For example, if your business is Maple Goods, the email would be thirdpartylogins+maple.goods@bench.co. Your bookkeeper can confirm the exact format.

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User Management - Link

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