Bell Bank Your Guide to Business Online Banking

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Table of Contents Getting Started

Protecting Your Information........................................................................................7 General Guidelines................................................................................................................ 7 Login ID and Password.......................................................................................................... 7 Fraud Prevention ................................................................................................................... 7 Business Online Banking Overview ............................................................................8 Users........................................................................................................................................ 8 Beneficiaries ........................................................................................................................... 8 Business Online Banking Transaction Types...................................................................... 9 Apple ® Watch...............................................................................................................10 Apple ® Watch Setup............................................................................................................. 10 Viewing Balances and Transactions .................................................................................. 10 Administration (Basic) Users Overview ...........................................................................................................11 User Management Overview.............................................................................................. 12 Adding a New User ............................................................................................................. 13 Part 1 of 5: Establishing Transaction Type Rights ............................................................ 14 Part 2 of 5: Disabling a Transaction Type ......................................................................... 15 Part 3 of 5: Editing Approval Limits for a Transaction Type ........................................... 16 Part 4 of 5: Establishing Rights to Access Features.......................................................... 17 Part 5 of 5: Establishing Rights to Access Accounts......................................................... 18 Editing an Existing User’s Rights ...............................................................................19 Deleting a User............................................................................................................20 Administration (Advanced) Editing Company Limits .............................................................................................21 Part 1 of 8: Choosing a Transaction to Edit in Company Limits ..................................... 21 Part 2 of 8: Approval Limits ................................................................................................ 22 Part 3 of 8: Allowed Actions ............................................................................................... 23 Part 4 of 11: Amount .......................................................................................................... 23 Part 5 of 8: Approvals ......................................................................................................... 24 Part 6 of 8: Choosing the Subsidiaries .............................................................................. 24 Part 7 of 8: Choosing the Accounts.................................................................................... 25 Part 8 of 8: Choosing the SEC Code................................................................................... 26 Company Limits Tester ....................................................................................................... 27 Viewing Rights to Access Features..................................................................................... 29 Establishing Rights to Access Accounts............................................................................. 30 Creating and Editing Account Labels................................................................................. 31