Climate First Bank Business Administrator Help Guide

First page Table of contents Next page Last page
Getting Started3
Business Administrator Overview3
Users3
Business Banking4
Users Overview4
User Management Overview5
Desktop5
Mobile6
Adding a New User7
Approving New Users10
Editing Users11
User Details12
Accounts13
Money Movement14
Business Payments15
3rd Party16
Independent Services17
Restricting User Access18
Disable/Enable a User18
Unlocking a User19
HRT (High Risk Transaction) Processing Configuration20
Reseting a User’s Password21
Sending a Secure Message22
Secure Message Overview23

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