Admin Authentication

There are a few reasons why you may need to manage Bank Connect authentication after you have installed the bundle:

Re-Authentication

  • A connectivity error has occurred and the bundle requires re-authentication.
  • The admin user is changing within the company. For example, a consultant or former employee set up Bank Connect and a new admin is taking over.
  • You need to change or update your Activation Key.

Sign Out

  • You want to disconnect the bundle from your bank.

Re-Authentication

  1. Navigate to Bank Connect → Bank Connect Setup  → Activation.

  2. Click on the dropdown next to Account Services & Entitlements and select Manage Connectivity.

  3. Click Re-Authenticate and follow the prompts to sign in.

    • If transferring to a new admin, the previous admin should not sign out first. The new admin should sign in with their credentials.
    • Your existing user and account links will remain when re-authenticating.

 

You can sign out of Bank Connect to disconnect NetSuite from your bank. Bank Connect data and custom records will remain until you uninstall the bundle. Use the Sign Out to Disconnect button.