Climate First Bank Business Administrator Help Guide

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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