Banner Bank Commercial Online eGuide

7

Getting Started

Commercial Online Banking Overview No matter the size or complexity of your business, Commercial Online can efficiently serve your needs. Your first step will be to determine who at your business should have access to Commercial Online, and then their level of system access. If you will be processing online payments, you will need to establish recipients for those transactions. After setting up these key entities, you can jump right in and start your Commecial Online experience! Users If your business only needs one person with access to Commercial Online, you can set up a single login ID and password. While Commercial Online makes a number of reporting and security features available, you decide which ones are appropriate for your company. For larger organizations, our system lets you establish multiple login IDs and passwords for authorized employees. You will establish your Company Policy based upon the features and services your company will be using, and any applicable transaction limits approved for your company. You can then establish your User Roles using either the pre-defined user templates we provide, or creating your own User Role templates. Well-definted User Roles help you organize and easily assign employee access to different online features and functionality, based upon the employee’s role in your company and/or their “need to know.” Recipients Recipients are individuals or businesses to whom you send money using one or more payment features offered through Commercial Online. After creating a recipient profile, you can then choose the method to send them a payment along with the respective transaction details. Each recipient profile created can be saved to facilitate future payments to the same individual or business.

Getting Started: Commercial Online Banking Overview