How to Manage Users in Go ACH

Go ACH User Guide

How to Manage Users in Go ACH

To manage users in Go ACH, open the Users footer link, then click New User to add a person and set their login and role — or use the row icons to edit, remove, or log in as an existing user. Because ACH users can move money, grant access carefully.

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The Users screen for managing who can access the account.
Controls & columns

Controls and columns

  • Filter Users + Filter — search the user list.
  • New User — add a person and set their login and role.
  • Columns — Name, User Login, Email, Org Type, Org Name.
  • Log-in-as icon — log in as this user (for support).
  • Pencil icon — edit a user. ✖ icon — remove a user’s access.
Steps

How to add or remove a user

  • Click Users in the footer.
  • Click New User to add someone; fill in their name, login, email, and role, then save.
  • Use the pencil to edit an existing user or the to remove access.

Grant access carefully — ACH users can move money. Remove accounts promptly when someone leaves, and consider enabling organization-wide two-factor authentication in Go ACH security settings. Back to the Go ACH user guide.

Common questions

Frequently asked questions

How do I add a user in Go ACH?
Open the Users screen, click New User, fill in the person’s name, login, email, and role, then save.

How do I remove a user’s access?
Click the ✖ icon on the user’s row to remove their access. Do this promptly when someone leaves.

What is “log in as” used for?
It lets a permitted admin log in as another user to provide support or troubleshoot their view.

How do I control who can move money?
Limit who has user accounts, assign appropriate roles, and enable organization-wide two-factor authentication via the Security screen.

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