Bell Bank Your Guide to Business Online Banking
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35 Administration (Advanced) Users Overview ...........................................................................................................32 User Management Overview.............................................................................................. 33 Adding a New User ............................................................................................................. 34 Editing a User .............................................................................................................. Deleting a User............................................................................................................36 User Roles Overview...................................................................................................37 Creating, Editing or Copying a User Role .................................................................38 Part 1 of 9: Choosing a Transaction to Edit in User Roles............................................... 39 Part 2 of 9: Establishing Transaction Type Rights ............................................................ Part 3 of 9: Approval Limits ................................................................................................ 41 Part 4 of 9: Disabling a Transaction Type ......................................................................... 42 Part 5 of 9: Allowed Actions ............................................................................................... 43 Part 6 of 9: Enabling Operation Rights.............................................................................. 44 Part 7 of 9: Choosing the Maximum Draft Amount......................................................... Part 8 of 9: Selecting Subsidiaries...................................................................................... 45 Part 9 of 9: Enabling Allowed Accounts............................................................................. 46 User Role Policy Tester........................................................................................................ 47 Deleting Allowed Actions .................................................................................................... 49 Establishing Rights to Access Features.............................................................................. Establishing Rights to Access Accounts............................................................................. 51 Deleting a User Role ...................................................................................................52 Beneficiaries Beneficiary Overview..................................................................................................53 ACH Only - Part 1 of 2: Adding a Beneficiary .................................................................... 54 ACH Only - Part 2 of 2: Beneficiary Account Detail .......................................................... ACH & Wire - Part 1 of 4: Adding a Beneficiary ................................................................ 56 ACH & Wire - Part 2 of 4: Beneficiary FI Detail .................................................................. 57 ACH & Wire - Part 3 of 4: Intermediary FI Detail .............................................................. 58 ACH & Wire - Part 4 of 4: Beneficiary Account Detail ...................................................... 59 Wires Only (Domestic) - Part 1 of 4: Adding a Beneficiary .............................................. Wires Only (Domestic) - Part 2 of 4: Beneficiary FI Detail ............................................... 61 Wires Only (Domestic) - Part 3 of 4: Intermediary FI Detail ............................................ 62 Wires Only (Domestic) - Part 4 of 4: Beneficiary Account Detail .................................... 63 Wires Only (International) - Part 1 of 4: Adding a Beneficiary........................................ 64 Wires Only (International) - Part 2 of 4: Beneficiary FI Detail ......................................... Wires Only (International) - Part 3 of 4: Intermediary FI Detail ...................................... 66 Wires Only (International) - Part 4 of 4: Beneficiary Account Detail.............................. 67 Editing a Beneficiary ...................................................................................................68 Editing a Beneficiary’s Templates ...................................................................................... 69 40 45 50 55 60 65
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