Citizens Bank Business Banking Online User Guide

2

Table of Contents Getting Started

Business Online Banking Overview.............................................................................5 Sub-Users................................................................................................................................ 5 Companies. ............................................................................................................................. 5 Transaction Type Overview..........................................................................................6 Logging In.......................................................................................................................7 Logging Off.............................................................................................................................. 8 Multi-Factor Authentication.........................................................................................9 Logging Off............................................................................................................................ 10 DUO Mobile........................................................................................................................... 11 Sub-Users Sub-Users Overview....................................................................................................13 Sub-Users Overview............................................................................................................. 14 Adding a New Sub-User....................................................................................................... 15 Editing a Sub-User.......................................................................................................17 Part 1: Editing Sub-User Access.......................................................................................... 18 Part 2: Editing Sub-User Limits........................................................................................... 19 Part 3: Editing Sub-User Authentication............................................................................ 20 Deleting a Sub-User....................................................................................................21 Company Management Company Management Overview.............................................................................22 Part 1: Adding a Company................................................................................................... 23 Part 2: Adding a New Participant ....................................................................................... 25 Part 3: Company Limits........................................................................................................ 27 Adding Participant to an Existing Company.............................................................28 Uploading Participants........................................................................................................ 30 Editing a Company......................................................................................................31 Wires New Domestic Wire.....................................................................................................32 Part 1: Recipient Information.............................................................................................. 33 Part 2: (Optional) Beneficiary and Intermediary Institutions.................................................. 34 Part 3: Schedule Wire Payment................................................................................................... 35 Part 4: Review Wire Payment....................................................................................................... 36 Part 5: Multi-Factor Authentication.................................................................................... 37

Made with FlippingBook Learn more on our blog