Business Guide to Cash Management

12

Business Banking

User Roles

A user role is comprised of a set of rules that governs access to features, accounts, and transaction types that can be assigned to multiple users. For example, you can define access that a payroll administrator would have in comparison to your payroll clerks or a location manager compared to an owner. This feature allows you to setup checks and balances within your processes.

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In the Business Banking tab, click User Roles . 1. A new user role can be created by clicking Create Role . 2. Enter a Role Name and description. 3. Click Continue .

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