Getting Started - adding, editing, or deleting an individuals

Roster/Employee/Organization Management

Prior to adding, editing, or deleting an individual, it is always a best practice to look at your bank's current Roster of Employees to determine if an individual already exists in the system at your bank, what location they are at and other details. To export your roster, follow these steps:

  • Go to www.icba.org.
  • Click on Member Login in the upper right corner.
  • Enter your e-mail and password for your ICBA Account.
  • Click on My Account in the upper right corner.
  • Scroll down to the Organizations You Manage box and click Manage All Rosters.

 

 

  • In the upper right, click the Export Roster button.
  • Your bank’s roster will be exported to an Excel document. Use this document to work from to determine who is missing, needs to be edited, or removed.

 

If at any time you need to get back to your “Organizations You Manage” or “My Profile” screen, click the My Account link in the blue line under the ICBA website directories.