Overview

Setting up a third-party login for Cashmere Valley Bank gives your Bench bookkeeping team view-only access to your Cashmere Valley Bank Account(s). This allows your bookkeeper to download statements and view check details on your behalf so you don't have to manually upload them each month.

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What You'll Need

A Cashmere Valley Bank Business online account
Access to the account owner's login credentials
Admin-level permissions to add authorized users

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Setup Instructions

How to Add a Bookkeeper/User in Cashmere Valley Bank Online Banking

1. Sign in to your business online banking account at
Cashmere Valley Bank Online Banking

2. Go to:(The wording may vary depending on the type of business online banking profile.)

• Administration or Additional Services → Manage Users

3. Click:

• Add User

• New User or Add/Change/Remove Users

4. Enter information:

- Full name: Bench Accounting

- Email address: thirdpartylogins+business.name@bench.co

- Phone Number: 650-466-0173

5. Create a temporary username/password (if prompted).
The user will typically reset this after first login.

6. Select account permissions:
Recommended permissions for bookkeeping:

- View balances

-View transactions

- Download transactions

- Access statements/check images

7. Save new user.

We will receive login/setup instructions and complete multi-factor authentication (security verification).

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What To Expect After Setup

Once you've finished the steps above, please let your team know via the Bench app message feed. We will log in and finalize the connection — typically within one business day.

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Troubleshooting

Common Troubleshooting Tips

1. “I don’t see Manage Users or Add User”

Usually this means:

Using personal online banking instead of business online banking
You are not logged in as the primary administrator

Fix:

Try logging into the business portal instead of personal banking
Have the account owner/admin log in
Contact the bank to enable multi-user access

2. “The new user never received the invitation email”

Common causes:

Typo in the email address
Invitation landed in spam/junk
The bank system requires manual password setup

Fix:

Check spam/junk folders
Re-send the invitation
Verify the email entered exactly matches yours
Sometimes using a desktop browser works better than mobile

3. “The user can log in but can’t see accounts”

Usually permissions were not assigned to the specific accounts.

Fix:

Go back into:
- Administration
- User Management
- Edit User Permissions
Ensure each bank account is checked for:
- View balances
- Transaction history
- Statements/downloads

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