Climate First Bank Business Administrator Help Guide

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Accounts The Accounts tab includes entitlements to enable/disable accounts, view account history, show/hide balances, and show/hide account in the accounts dashboard. 1

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1. Click the Accounts tab. 2. Click a feature/setting to enable or disable a feature/setting. 3. Check/uncheck boxes to enable or disable a feature/setting for each account.

Business Banking: Editing Users