Climate First Bank Business User Help Guide

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Table of Contents Getting Started

Business Online Banking Overview ............................................................................7 Users........................................................................................................................................ 7 Recipients................................................................................................................................ 7 User Enrollment ............................................................................................................8 Retrieve Forgotten Sign in Information............................................................................... 8 Desktop ................................................................................................................................... 9 Mobile.................................................................................................................................... 11 Logging Off ........................................................................................................................... 11 Accounts Page Accounts Page Overview............................................................................................12 Desktop ................................................................................................................................. 12 Desktop Account Details .................................................................................................... 13 Mobile.................................................................................................................................... 15 Desktop Account Preferences ...................................................................................17 Edit Account Name .............................................................................................................. 17 Hide Account ........................................................................................................................ 18 Unhide Account.................................................................................................................... 18 Mobile Account Preferences......................................................................................19 Edit Account Name .............................................................................................................. 19 Hide Account ........................................................................................................................ 20 Unhide Account.................................................................................................................... 20 Viewing a Transaction Image.....................................................................................21 Desktop ................................................................................................................................. 21 Mobile.................................................................................................................................... 22 Attaching an Image to a Transaction........................................................................23 Desktop ................................................................................................................................. 23 Mobile.................................................................................................................................... 24 Accounts Groups Dashboard View ...........................................................................25 Add New Group.................................................................................................................... 25 Managing Account Groups ................................................................................................. 26 Security Protecting Your Information......................................................................................27 General Guidelines .............................................................................................................. 27 Login ID and Password........................................................................................................ 27 Fraud Prevention ................................................................................................................. 27 Alerts Overview ...........................................................................................................28 Desktop Delivery Preferences............................................................................................ 28 Mobile Delivery Preferences............................................................................................... 29

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