Bell Bank Your Guide to Business Online Banking

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35 Administration (Advanced) Users Overview ...........................................................................................................31 User Management Overview.............................................................................................. 32 Adding a New User ............................................................................................................. 33 Editing a User ..............................................................................................................34 Deleting a User............................................................................................................ User Roles Overview...................................................................................................36 Creating, Editing or Copying a User Role .................................................................37 Part 1 of 9: Choosing a Transaction to Edit in User Roles............................................... 38 Part 2 of 9: Establishing Transaction Type Rights ............................................................ 39 Part 3 of 9: Approval Limits ................................................................................................ Part 4 of 9: Disabling a Transaction Type ......................................................................... 41 Part 5 of 9: Allowed Actions ............................................................................................... 42 Part 6 of 9: Enabling Operation Rights.............................................................................. 43 Part 7 of 9: Choosing the Maximum Draft Amount......................................................... 44 Part 8 of 9: Selecting Subsidiaries...................................................................................... 44 Part 9 of 9: Enabling Allowed Accounts............................................................................. User Role Policy Tester........................................................................................................ 46 Deleting Allowed Actions .................................................................................................... 48 Establishing Rights to Access Features.............................................................................. 49 Establishing Rights to Access Accounts............................................................................. Deleting a User Role ...................................................................................................51 Beneficiaries Beneficiary Overview..................................................................................................52 ACH Only - Part 1 of 2: Adding a Beneficiary .................................................................... 53 ACH Only - Part 2 of 2: Beneficiary Account Detail .......................................................... 54 ACH & Wire - Part 1 of 4: Adding a Beneficiary ................................................................ ACH & Wire - Part 2 of 4: Beneficiary FI Detail .................................................................. 56 ACH & Wire - Part 3 of 4: Intermediary FI Detail .............................................................. 57 ACH & Wire - Part 4 of 4: Beneficiary Account Detail ...................................................... 58 Wires Only (Domestic) - Part 1 of 4: Adding a Beneficiary .............................................. 59 Wires Only (Domestic) - Part 2 of 4: Beneficiary FI Detail ............................................... Wires Only (Domestic) - Part 3 of 4: Intermediary FI Detail ............................................ 61 Wires Only (Domestic) - Part 4 of 4: Beneficiary Account Detail .................................... 62 Wires Only (International) - Part 1 of 4: Adding a Beneficiary........................................ 63 Wires Only (International) - Part 2 of 4: Beneficiary FI Detail ......................................... 64 Wires Only (International) - Part 3 of 4: Intermediary FI Detail ...................................... Wires Only (International) - Part 4 of 4: Beneficiary Account Detail.............................. 66 Editing a Beneficiary ...................................................................................................67 Editing a Beneficiary’s Templates ...................................................................................... 68 40 45 50 55 60 65