Climate First Bank Business Administrator Help Guide

2

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 Approving New Users.................................................................................................10 Editing Users................................................................................................................11 User Details .......................................................................................................................... 12 Accounts................................................................................................................................ 13 Money Movement................................................................................................................ 14 Business Payments.............................................................................................................. 15 3rd Party ............................................................................................................................... 16 Independent Services.......................................................................................................... 17 Restricting User Access ..............................................................................................18 Disable/Enable a User ......................................................................................................... 18 Unlocking a User.................................................................................................................. 19 HRT (High Risk Transaction) Processing Configuration..........................................20 Reseting a User’s Password.......................................................................................21 Sending a Secure Message ........................................................................................22 Secure Message Overview .........................................................................................23