Business Online Banking Guide Platinum Bank

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Login ID and Password........................................................................................................ 36 Fraud Prevention ................................................................................................................. 36 Security Preferences...................................................................................................37 Change Username ............................................................................................................... 37 Change Password ................................................................................................................ 38 Connected Apps (Desktop Only) ........................................................................................ 39 Passkeys .......................................................................................................................40 Built in Biometrics................................................................................................................ 41 Mobile Phone or Tablet....................................................................................................... 42 Security Key with Fingerprint Scanner or PIN .................................................................. 42 Removing a Passkey ............................................................................................................ 43 Two Factor Authentication.........................................................................................44 Passkey.................................................................................................................................. 44 Authenticator App................................................................................................................ 44 Symantec VIP........................................................................................................................ 46 Security Key .......................................................................................................................... 47 Setting a Primary Verification Method .............................................................................. 48 Remove Authentication....................................................................................................... 49 User Management Users Overview ...........................................................................................................50 User Role Types.................................................................................................................... 50 Adding a New User .....................................................................................................52 Editing a User ..............................................................................................................54 Part 1: Editing User Permissions........................................................................................ 55 Part 2: Editing User Account Access .................................................................................. 56 Account Access............................................................................................................58 Hold Account Access ........................................................................................................... 58 Remove Account Hold......................................................................................................... 59 User Controls...............................................................................................................60 Unlocking a User.................................................................................................................. 60 Restricting or Removing a User.......................................................................................... 62 ACH ACH Overview..............................................................................................................63 Import Layouts............................................................................................................64 CSV ......................................................................................................................................... 65 Tab Delimited ....................................................................................................................... 66 Fixed Position ....................................................................................................................... 67 ACH Batch Management............................................................................................68 Part 1: Creating an ACH Batch............................................................................................ 68 Part 2: Manually Adding a Recipient.................................................................................. 70 Part 3: Importing Recipients From a File........................................................................... 72