American Savings Bank: eBanking for Business Resource Guide
34
Commercial
In the Commercial tab, click on User Roles . 1. A new user role can be created by clicking Create Role ; Copy a role if the roles are similar. 2. To edit or review roles assigned to a new user, click on the name of the user role to view or make changes. 3. To edit roles, click the icon next to the user roles at the top of the page when reviewing the rules 4. Define Features and Accounts as well as allowable actions for each Transaction Type . 5. Delete a user role in the list of available roles or at the top of the page during review. User Roles
Note : Limits and allowances created in user roles control what is allowed at the company level. Restrictions may not exceed the limits set in the Company Policy.
Made with FlippingBook - Online catalogs