Climate First Bank Business Administrator Help Guide
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Getting Started
3
Business Administrator Overview
3
Users
3
Business Banking
4
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
14
Secure Message Overview
14
Sending a Secure Message
15
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