Bell Bank Your Guide to Business Online Banking

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Users Overview............................................................................................................34 User Management Overview. ............................................................................................. 35 Adding a New User .............................................................................................................. 36 Editing a User...............................................................................................................37 Deleting a User. ...........................................................................................................38 User Roles Overview...................................................................................................39 Creating, Editing or Copying a User Role..................................................................40 Part 1 of 9: Choosing a Transaction to Edit in User Roles............................................... 41 Part 2 of 9: Establishing Transaction Type Rights............................................................. 42 Part 3 of 9: Approval Limits................................................................................................. 43 Part 4 of 9: Disabling a Transaction Type.......................................................................... 44 Part 5 of 9: Allowed Actions . .............................................................................................. 45 Part 6 of 9: Enabling Operation Rights. ............................................................................. 46 Part 7 of 9: Choosing the Maximum Draft Amount. ........................................................ 47 Part 8 of 9: Selecting Subsidiaries. ..................................................................................... 47 Part 9 of 9: Enabling Allowed Accounts............................................................................. 48 User Role Policy Tester........................................................................................................ 49 Deleting Allowed Actions..................................................................................................... 51 Establishing Rights to Access Features.............................................................................. 52 Establishing Rights to Access Accounts............................................................................. 53 Deleting a User Role....................................................................................................54 Beneficiaries Beneficiaries Overview. ..............................................................................................55 ACH Only- Part 1 of 2: Adding a Beneficiary. .................................................................... 56 ACH Only- Part 2 of 2: Beneficiary Account Detail............................................................ 57 ACH & Wire- Part 1 of 4: Adding a Beneficiary.................................................................. 58 ACH & Wire- Part 2 of 4: Beneficiary FI Detail................................................................... 59 ACH & Wire- Part 3 of 4: Intermediary FI Detail................................................................ 60 ACH & Wire- Part 4 of 4: Beneficiary Account Detail........................................................ 61 Wires Only (Domestic) - Part 1 of 4: Adding a Beneficiary............................................... 62 Wires Only (Domestic)- Part 2 of 4: Beneficiary FI Detail................................................. 63 Wires Only (Domestic)- Part 3 of 4: Intermediary FI Detail. ............................................ 64 Wires Only (Domestic)- Part 4 of 4: Beneficiary Account Detail...................................... 65 Wires Only (International)- Part 1 of 4: Adding a Beneficiary. ........................................ 66 Wires Only (International)- Part 2 of 4: Beneficiary FI Detail........................................... 67 Wires Only (International)- Part 3 of 4: Intermediary FI Detail. ...................................... 68 Wires Only (International)- Part 4 of 4: Beneficiary Account Detail. .............................. 69 Editing a Beneficiary....................................................................................................70 Editing a Beneficiary’s Templates....................................................................................... 71 Deleting a Beneficiary.................................................................................................72