Setting up a third-party login for your business Redwood Credit Union account gives your Bench bookkeeping team view-only access to your Redwood Portal. This allows your bookkeeper to download statements on your behalf so you don't have to manually pull and upload them each month.

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• A business Redwood Credit Union Account (these instructions do not work for a personal account)

• 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 it.

• The Third Party Login email address for your business. This is thirdpartylogins+[your.business.name]@bench.co, please replace "your.business.name" with your business' name, all as one word or with periods between words.*

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Adding a Role

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1. Sign into Redwood Credit Union online banking
2. Click on 'Manage Users' on the top toolbar
3. Click 'Roles' on the left menu
4. Click the "+" button to add a  role
5. Choose a delivery method for the security validation, 'Request Code', then validate the code
6. Create a unique role. Name it 'Bench Accounting'.
7. Grant permissions to view every relevant business bank account
8. Click 'Create Role'

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Adding a User

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1. Click on 'Manage Users' on the top toolbar
2. Click 'Users' on the left menu
3. Click 'Add a New User' in the upper right hand of the screen
4. Choose a delivery method for the security validation, 'Request Code', then validate the code
5. Enter this information into the fields. When finished click Continue.
   
   1. First Name: Bench
      
   2. Last Name: Accounting
      
   3. Username: bench[clientID]
      
   4. Password: B3nch[clientID]
      
   5. Phone Number: 650-466-0173
      
   6. Email: thirdpartylogins+[your.business.name]@bench.co
      
   7. SSN: 101010101
6. Assign the Role: 'Bench Accounting' from the drop-down menu. Then click Continue.
7. Select your option from the drop-down menu for each day to determine what time and days the user will be able to access digital banking. We need unrestricted hours. Click Continue.
8. Review all the entered information and selections. When ready, click Confirm to complete the New User process.

Your bookkeeper will receive an email invite and will complete the setup

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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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Source: Creating a Role: https://www.redwoodcu.org/ask-rcu/5760/

Source: Adding a User: https://www.redwoodcu.org/ask-rcu/5761/#desktopAddUser

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