Climate First Bank Business Administrator Help Guide

7-25-22

CLIMATE FIRST BANK BUSINESS ADMINISTRATOR HELP GUIDE

II

Published by Murphy & Company, Inc. 13610 Barrett Office Drive, Suite 206

St. Louis, MO 63021 www.mcompany.com

© 2009-2021 Murphy & Company, Inc. Macintosh is a trademark of Apple Inc., registered in the U.S. and other countries. Adobe Reader is a registered trademark of Adobe Systems, Inc. © 2012 Portions of this guide were written by Finastra.

Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.

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Getting Started

Welcome to Business Online Banking with Climate First Bank! Whether you are at home or the office using a mobile phone, tablet or laptop, we strive to make your Business Online Banking experience easy and convenient. By adding powerful commercial products and features, Climate First Bank provides you with the complex tools your business needs to achieve its goals. Our Business Online Banking Client Guide is designed to direct you through the business menus. This Business Administrator Guide is specifically designed as a tool for the Business Administrator. Employees granted Business Administrator entitlements may reset passwords, add new users, remove users, and adjust user authorites. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you during the Business Online Banking process. If you have additional questions, contact us by email, TreasurySupport@climatefirstbank.com or by phone (727) 335-0517.

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Table of Contents Getting Started

Business Administrator Overview...............................................................................3 Users........................................................................................................................................ 3 Business Banking Users Overview..............................................................................................................4 User Management Overview. ............................................................................................... 5 Desktop. .................................................................................................................................. 5 Mobile...................................................................................................................................... 6 Adding a New User ................................................................................................................ 7 Part 1 of 4: Establishing Transaction Type Entitlements................................................... 9 Part 2 of 4: Disabling a Transaction Type.......................................................................... 10 Part 3 of 4: Editing Approval Limits for a Transaction Type............................................ 11 Part 4 of 4: Dual Control...................................................................................................... 12 Editing an Existing User’s Entitlements.....................................................................13 Security Secure Message Overview. ........................................................................................14 Sending a Secure Message.........................................................................................15

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Getting Started

Business Administrator Overview Whether you’re an enterprise, large corporation or small organization, our flexible Business Online Banking can efficiently serve you. Climate First Bank enrolls the company in business online banking and creates the Business Administrative User. The Business Administrative User will be sent login credentials and a temporary password. Users If your business only needs one person with access to Business Online Banking, you can jump right in and experience our state-of-the-art system! For larger organizations, our system lets you establish multiple login IDs and passwords for authorized employees. You can customize which employees get access to different features within Business Online Banking by establishing user entitlements. Additional users may be added by the Business Administrative User by following the instructions in this guide. The Business Administrative User may also send a secure message (see page 16) through Business Online Banking to request additional users. In this case, User Forms will be securely sent to the authorized signer. Additions and changes to Positive Pay or Merchant Deposit users must be made by the Bank. Please also contact the bank to add additional services or to increase limits on existing services. We are here to help. Contact us by email,TreasurySupport@climatefirstbank.com or by phone (727) 335-0517.

Getting Started: Business Administrator Overview

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Business Banking

Users Overview

Depending on your number of employees, owners and company policies, Business Online Banking lets you set up multiple users with different responsibilities. New users can be created with their own unique login IDs and passwords. Each user is assigned a set of user entitlements that permits or prevents them from performing certain actions such as: • Sending or drafting payments and creating templates for certain transaction types. • The number of approvals that can be completed in a day or the dollar amount in a specific transaction. • Accessing specific accounts for multiple entities. • Managing recipients, users and templates. Authorized users can set up the features, accounts and entitlements each user needs to do their job. Establishing these entitlements gives users permission to perform specific tasks, helping you manage your business and keep it running as smoothly as possible.

Business Banking: Users Overview

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User Management Overview The User Management page lets you view all your existing users in one easy place. From a desktop device, you can create users, edit entitlements and oversee your employees on a day-to-day basis. Desktop 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

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In the sidebar, click Manage Users . A. View the name of each user on the left side of your screen. B. Use the search bar to find a specific user. J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2

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Business Banking: Users Overview

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Mobile The User Management page lets you view all your existing users in one easy place. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

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In the sidebar, click Manage Users . A. View the name and email of each user. B. Use the search bar to find a specific user. C. Lock and unlock a user by clicking the

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Business Banking: Users Overview

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Adding a New User An authorized user with Manage Users entitlements can set up a new user by creating a profile, unique login ID and password. Once you establish a user and their login credentials, you can begin assigning user entitlements.

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In the sidebar, click Manage Users . 1. Click the icon. 2. (Optional) Click on the image in the upper left-hand corner to add an avatar, then click the icon to upload an image. 3. Enter the user’s first name, last name and email address. 4. Create a new login ID for the user, then enter and confirm a password following our guidelines. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I K L M N O P U V W X Y Z A B C D E F J3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c 1d 2d 3d 4d 5d 6d

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Business Banking: Users Overview

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5. Enter the user’s phone number. Select a verification method from the drop down, and enter the High Risk Transaction (HRT) SMS phone number.

6. Enter the user’s HRT email address and HRT voice number. 7. Enter the user’s street address, zip code, city and state. J1

J1 Note : If you choose “Phone” as your verification method, extensions are not supported.

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Business Banking: Users Overview

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Part 1 of 4: Establishing Transaction Type Entitlements You can assign or edit a user’s entitlements based on which responsibilities and limitations a user has regarding certain transactions. Here, you can also change a user’s transaction limits.

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1. Choose whether a user can view a specific feature by dragging the transaction to the “+Drag Feature to View” box. A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

Business Banking: Users Overview

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Part 2 of 4: Disabling a Transaction Type If a user should not have access to a certain transaction type such as payroll or wires, an authorized user can disable those entitlements for individual users.

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1. Disable a user’s ability to view a specific transaction by dragging the feature to the “+Drag Feature to Hide” box.

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Business Banking: Users Overview

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Part 3 of 4: Editing Approval Limits for a Transaction Type A user’s approval limits can be adjusted, so you never have to worry about the dollar amount or number of transactions they make. You can set these restrictions for a daily basis, as well as per account.

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1. Click the icon to show the limits for a feature. Edit the maximum amounts a user can send and the maximum number of transactions a user can perform. The maximum number cannot be higher than the business value. 2. Click the Save button when you are finished making changes. 10 1a 2 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I Note : You must establish approval limits for single and batch ACH transactions separately.

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Business Banking: Users Overview

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Part 4 of 4: Dual Control If a payment requires dual approval, once one user creates an ACH or Wire transaction a second user with ACH/wire approval authority will need to approve the payment before it can be processed. Daily reminders will be sent to all users that have ACH/wire approval authority. They will get a notification for each payment needing approval. If payments aren’t approved before the Deliver By date, they will still remain in a needs approval status. Once approved, the Deliver By date will update and the notification emails will cease. Single user businesses can also set up dual control by creating a separate user ID for themselves that only has ACH/wire approval authority. For example they can originate an ACH/wire transaction on their desktop and approve it through the Climate First Bank mobile app.

Business Banking: Users Overview

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Business Banking

Authorized users with the Manage Users entitlement can make changes to existing users at any time. This is especially beneficial if someone’s job title changes or their approval limits need to be adjusted. Editing an Existing User’s Entitlements

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In the sidebar, click Manage Users . 1. Select a user to edit. 2. (Optional) Lock or unlock a user by clicking the Lock User/Unlock User button. 3. Make the necessary changes to the existing user. 4. Click the Save button when you are finished making changes. A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3

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Note : For more details on editing user entitlements, visit page 10.

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Business Banking: Editing an Existing User’s Entitlements

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Security

If you have questions about your accounts or need to speak with someone at Climate First Bank, Secure Messages allows you to communicate directly with a Climate First Bank customer service representative. From the Secure Messages page, you can view replies, old messages, create new conversations and attach images. Secure Message Overview

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In the Sidebar Menu , click Secure Message . A. Click the appropriate tab at the top to view your inbox, sent messages or archived messages. B. Click on a message to open it in a new screen. C. Delete multiple messages by checking the box next to the corresponding messages or check the “select all” box and click the icon. D. Archive multiple messages by checking the box next to the corresponding messages or check the “select all” box and click the icon. E. Archive an opened message by clicking the Archive button, delete by clicking J1 J2 J3

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the Trash button or reply by clicking the Reply button. F. Return to your mailbox by clicking the “Back” link.

Business Banking: Secure Message Overview

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Security

Starting a new conversation through Online Banking is just as effortless as sending an email. Unlike an email, you can safely include confidential personal information relating to your accounts or attach files within a new message. Sending a Secure Message

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In the Sidebar Menu , click Secure Message . 1. Create a new message by clicking the 2. Select the subject from the drop-down. 3. (Optional) Attach a file by clicking the 4. Enter your message. 5. Click the Send button w hen you are finished. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d a 12a 13a 14a 15a 16a 17a 18a 19a 20a 12b 13b 14b 15b 16b 17b 18b 19b 20b 2d 3d 4d 5d 6d 7d 8d 9d J L M N O P Q R S T V W X Y Z B C D E F G H I J1 1 B1 C1 D1 E1 F1 G1 H1 I1 J2 B2 C2 D2 E2 F2 G2 H2 I2 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9

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Business Banking: Sending a Secure Message

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