Country Bank Business Customer Digital Banking Admin Guide

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Table of Contents Getting Started

Logging In.......................................................................................................................5 Authentication...............................................................................................................6 Business Online Banking Overview ............................................................................7 Users........................................................................................................................................ 7 Recipients................................................................................................................................ 7 Transaction Type Overview .........................................................................................8 Business Online Banking Transaction Types...................................................................... 8 Business Banking Manage Users Overview ..............................................................................................9 User Management Overview.............................................................................................. 10 Desktop ................................................................................................................................. 10 Adding a New User ............................................................................................................. 11 Mobile.................................................................................................................................... 14 Approving New Users.................................................................................................15 Editing Users................................................................................................................16 User Details Tab .................................................................................................................. 17 Accounts Tab ....................................................................................................................... 17 Money Movement Tab ....................................................................................................... 17 Business Payments Tab ..................................................................................................... 18 3rd Party Tab ....................................................................................................................... 19 Independent Services Tab ................................................................................................. 20 Restricting User Access ..............................................................................................21 Disable/Enable a User ......................................................................................................... 21 Unlocking a User.................................................................................................................. 22 HRT (High Risk Transaction) Processing Configuration..........................................23 Reseting a User’s Password.......................................................................................24 Disable User ........................................................................................................................ 25 Secure Message Overview .........................................................................................26 Sending a Secure Message ........................................................................................27 Create Payment...........................................................................................................28 Add Recipient ....................................................................................................................... 30 ACH - Recipient Account Detail .......................................................................................... 31 ACH & Wire - Receiving Bank Detail................................................................................... 33 ACH & Wire - Receiver and Intermediary Detail ...................................................................... 36 Domestic Wire - Receiving Bank Detail ............................................................................. 37 Domestic Wire - Receiver and Intermediary Detail.......................................................... 39 International Wires Only - Beneficiary Bank Detail.......................................................... 40 International Wires Only - Receiver and Intermediary Detail......................................... 42 Review ................................................................................................................................... 43