Bell Bank Your Guide to Business Online Banking

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Administration (Advanced) User Roles Overview

Once you establish your Company Limits, you can start creating user roles. User roles are the restrictions placed to shape a user’s privileges, depending on the responsibilities a user has. Some users may have the ability to draft a transaction, while others can approve it. User roles must fit within the Company Limits and cannot exceed it.

A

B

C

D

In the Administration tab, click User Roles . A. You can use the search bar to find specific user roles. B. View a list of user role templates. C. Click the

icon next to the appropriate column to sort user roles by name,

description or users. D. The number under the Users column indicates how many users are assigned to this role. We recommend assigning one user to each user role.

Administration (Advanced): User Roles Overview