Community Bank & Trust Business Online & Mobile Banking Basics User Guide

First page Table of contents Next page Last page
Getting Started7
Logging In7
Logging Off7
Resetting A Forgotten Password8
Home Page10
Home Page Overview10
Account Details Overview12
Quick Transfer14
Account Nickname15
Account Grouping16
Editing a Group Name17
Deleting a Group17
Security18
Protecting Your Information18
General Guidelines18
Login ID and Password18
Fraud Prevention18
Security Preferences19
Change Password19
Change Login ID20
Challenge Code20
Secure Delivery21
Mobile Security Preferences22
Enabling Touch ID or Fingerprint Login22
Enabling Passcode Authentication24
Disabling Passcode Authentication, Touch ID or Fingerprint Login25
Enabling Face ID26
Apple Watch27
Apple Watch Setup27
Viewing Balances and Transactions27
Alerts Overview28
Account Alerts29
History Alerts30
Non-Online Transaction Alerts31
Online Transaction Alerts32
Reminder33
Security Alerts Overview34
Edit Delivery Preferences34
Secure Message Overview35
Sending a Secure Message36
Transactions37
Funds Transfer37
Stop Payment Request39
Single Check39
Multiple Checks40
Payments41
Loan Payments41
Recipient Overview43
Part 1 of 2: Adding a Recipient44
Part 2 of 2: Recipient Account Detail45
Editing a Recipient46
Editing a Recipient’s Templates48
Deleting a Recipient49
Activity Center50
Activity Center Overview50
Using Filters51
Creating or Deleting Custom Views Using Favorites51
Editing Transactions52
Canceling Transactions53
Business Bill Pay54
Home Page Overview54
Add a Payee56
Company56
Individual59
Bank or Credit Union62
Edit a Payee64
Delete a Payee65
Import Payees66
Add and Manage Categories67
Single Payment68
Edit a Single Payment70
Create a Recurring Payment71
Edit or Cancel a Pending Payment73
Payment Approval75
Company Profile76
Edit or Delete Bill Pay Accounts77
Modify User Permissions78
Personal Profile80
e-Notifications81
Events81
Logout82
Recurring83
Reminders84
Reports85
Additional Features86
Reordering Checks86
Account Preferences87
Home Page Preferences88
Users Overview91
User Management Overview92
Adding a New User93
Part 1 of 5: Establishing Transaction Type Rights94
Part 2 of 5: Disabling a Transaction Type95
Part 3 of 5: Editing Approval Limits for a Transaction Type96
Part 4 of 5: Establishing Rights to Access Features97
Part 5 of 5: Establishing Rights to Access Features98
Editing an Existing User’s Rights99
Deleting a User100
Accessibility101
Locations102
Branches and ATMs102

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