Bell Bank Your Guide to Business Online Banking

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Table of Contents Getting Started

Business Online Banking Overview.............................................................................7 Users........................................................................................................................................ 7 Beneficiaries............................................................................................................................ 7 Business Online Banking Transaction Types . .................................................................... 8 Logging In.......................................................................................................................9 Logging Off.............................................................................................................................. 9 Resetting A Forgotten Password. ..............................................................................10 Security Protecting Your Information......................................................................................13 General Guidelines............................................................................................................... 13 Username and Password.................................................................................................... 13 Fraud Prevention.................................................................................................................. 13 Administration (Basic) Users Overview............................................................................................................14 User Management Overview. ............................................................................................. 15 Adding a New User .............................................................................................................. 16 Part 1 of 5: Establishing Transaction Type Rights............................................................. 17 Part 2 of 5: Disabling a Transaction Type.......................................................................... 18 Part 3 of 5: Editing Approval Limits for a Transaction Type............................................ 19 Part 4 of 5: Establishing Rights to Access Features.......................................................... 20 Part 5 of 5: Establishing Rights to Access Accounts. ........................................................ 21 Editing an Existing User’s Rights................................................................................22 Deleting a User. ...........................................................................................................23 Administration (Advanced) Editing Company Limits..............................................................................................24 Part 1 of 7: Choosing a Transaction to Edit in Company Limits...................................... 24 Part 2 of 7: Approval Limits................................................................................................. 25 Part 3 of 7: Allowed Actions . .............................................................................................. 26 Part 4 of 7: Amount ............................................................................................................. 26 Part 5 of 7: Approvals .......................................................................................................... 27 Part 6 of 7: Choosing the Subsidiaries............................................................................... 27 Part 7 of 7: Choosing the Accounts.................................................................................... 28 Company Policy Tester. ....................................................................................................... 29 Viewing Rights to Access Features. .................................................................................... 31 Establishing Rights to Access Accounts............................................................................. 32 Creating and Editing Account Labels. ................................................................................ 33

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