Community First Bank of Indiana Digital Banking User Guide Business
First page
Table of contents
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Getting Started
5
Business Digital Banking Overview
5
Sub-Users
5
Transaction Type Overview
6
Logging In
7
Multi-Factor Authentication
9
Logging Off
10
Resetting a Forgotten Password
11
Accounts
12
View Accounts Overview
12
Account Details Overview
14
Transaction Details
16
Opening a New Account
18
Editing Favorite Accounts
21
Organize Dashboard
22
Reorder Accounts
22
Favorite Payees
27
Selecting Favorite Payees
27
Move Money
28
Move Money Overview
28
Bill Pay Enrollment
30
Adding a Bill Pay Payee
32
Bill Pay Payee - Individual
34
Editing a Payee
38
Deleting a Payee
39
New Transaction
40
Transferring Money Between Your Accounts
40
Making a Loan Payment
42
Deposit Checks
52
Mobile Deposit
52
Manage Cards
53
Turn Card On or Off
53
Card Name
54
Card Alert
55
Temporary Spending Limit Increase
56
Change PIN
57
Report Lost or Stolen Card
58
Travel Notification
59
Enable Automatic On/Off
61
Google Pay/Apple Pay
63
Security
64
Protecting Your Information
64
General Guidelines
64
Login ID and Password
64
Fraud Prevention
64
Login Settings
65
Change Username
65
Change Password
66
Change Security Questions
67
Recent Logins
68
Mobile Security Preferences
69
Enabling Biometric Sign-In
69
Enabling FaceID
70
Enabling PIN Login
71
Auto-Login
72
Sub-Users
73
Sub-Users Overview
73
Sub-Users Overview
74
Adding a New Sub-User
75
Editing a Sub-User
77
Part 1: Editing Sub-User Access
78
Part 2: Editing Sub-User Limits
79
Part 3: Editing Sub-User Authentication
80
Deleting a Sub-User
81
Alerts
82
Alerts Overview
82
Custom Alerts
83
Business Banking Alerts
84
Security Alerts
85
Turning Alerts On and Off
86
Editing or Deleting Alerts
87
Previous Alerts
88
Reports
89
Creating a New Report
89
Running an Existing Report
90
Editing a Report
91
Deleting a Report
92
Services
93
Locations
93
Secure Message Overview
94
Sending a Secure Message
95
Documents
96
Document Enrollment
96
Chat
98
Settings
99
Contact Settings
99
Adding a New Phone
99
Editing a Phone
100
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