Business Guide to Cash Management
15
Business Banking User Role Templates
Within the User Roles feature there are pre-made User Role Templates. These templates can be applied to users or modified to fit your needs.
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In the Business Banking tab, click User Roles . 1. Click the User Role Templates link. 2. Read through the template descriptions. 3. Click the
icon to for additional information about a template.
4. Click the
icon to copy a role template to create a new User Role.
5. Enter a Role Name or keep the one provided. 6. Click Continue .
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