Access National Bank Commercial and Treasury Online Banking Guide

Commercial

User Roles

A user role is comprised of a set of rules that governs access to features, accounts and transaction types that can be assigned to multiple users. For example, you can define the differences in access that a payroll administrator would have in comparison to your two payroll clerks, or a location manager compared to an owner. This feature allows you to setup checks and balances within your payment processes.

User Roles:

Click on the User Roles tab. 1. Click on the

icon next to the User Role you would like to edit.

2. A new role can be created by clicking Create Role .. 3. For each Transaction Type , define allowable actions, rights and approval limits as well as Features and Accounts for which that user will have access.

Limits and allowances created in User Roles are further limiters to what is allowed at the company level. Restrictions may not exceed the limits set in the Company Policy.

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