Learn more about ScotiaConnect®

Video series: An introduction to Administration

Creating a new user

Deleting a user

Recovering a user's credentials

Creating a user group

Adding a user to a user group

Modifying services assigned to a user group

Removing a user from a user group

Deleting a user group

Creating a service group

Assigning a service group to a user group

Modifying a service group

Deleting a service group

Managing users
How to add, modify, and delete users to ScotiaConnect

Setting up users (PDF)
Setting up users (guided tutorial)

Passwords, access, and credentials
How to reset passwords and unlock access to ScotiaConnect
 

Password reset (PDF)
Password reset (guided tutorial)

Understanding entitlements

Learn how user groups and service groups control everyone's access to ScotiaConnect

Understanding user groups and service groups (PDF)

Managing user groups
How to set up and manage user groups so you can control what access users will have when they login to ScotiaConnect
 

Setting up a user group (PDF)
Setting up a user group (guided tutorial)

Managing service groups
How to set up and manage service groups so you can control the approval limits and who has permission to approve payments
 

Service group management (guided tutorial)

Service group functions
These guides provide a breakdown of the functions for each payment type
 

Wire payment functions (PDF)
IAT functions (PDF)
EDI functions (PDF)
EFT functions (PDF)