Capital City Bank Getting Started Guide for Treasury Management

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Part 9 of 10: Enabling Allowed Accounts The Accounts tab lets you decide which users have access to perform specific tasks within an account, including viewing the account and transaction history and making deposits or withdrawals.

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1. Click the “Select specific account(s)” link to select specific accounts or select “Any allowed account” to allow all accounts.

Treasury Management Services: Creating, Editing or Copying a User Role