First Federal Lakewood Treasury Digital Banking User Guide

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Settings Text Enrollment...........................................................................................................84 Instant Balance............................................................................................................86 To Enable Instant Balance .................................................................................................. 86 To Use Instant Balance........................................................................................................ 87 Account Preferences ..................................................................................................88 Accessibility..................................................................................................................89 Business Banking Business Online Banking Overview ..........................................................................90 Users...................................................................................................................................... 90 Recipients.............................................................................................................................. 90 Business Online Banking Transaction Types ................................................................... 91 Company Policy Editing Company Policy..............................................................................................92 Part 1 of 11: Choosing a Transaction to Edit in Company Policy ................................... 92 Part 2 of 11: Approval Limits .............................................................................................. 93 Part 3 of 11: Allowed Actions ............................................................................................. 94 Part 4 of 11: Amount .......................................................................................................... 94 Part 5 of 11: Approvals ....................................................................................................... 95 Part 6 of 11: Choosing the Subsidiaries ............................................................................ 95 Part 7 of 11: Choosing the Accounts ................................................................................. 96 Part 8 of 11: Choosing the Drafting Hours ....................................................................... 97 Part 9 of 11: Choosing the Location .................................................................................. 98 Part 10 of 11: Choosing the IP Address............................................................................. 99 Part 11 of 11: Choosing the SEC Code............................................................................ 100 Company Policy Tester..................................................................................................... 101 Viewing Rights to Access Features.................................................................................. 103 Establishing Rights to Access Accounts.......................................................................... 104 Creating and Editing Account Labels.............................................................................. 105 User Roles User Roles Overview................................................................................................ 106 Creating, Editing or Copying a User Role .............................................................. 107 Part 1 of 10: Choosing a Transaction to Edit in User Roles.......................................... 108 Part 2 of 10: Establishing Transaction Type Rights....................................................... 109 Part 3 of 10: Approval Limits ........................................................................................... 110 Part 4 of 10: Disabling a Transaction Type .................................................................... 111 Part 5 of 10: Allowed Actions .......................................................................................... 112 Part 6 of 10: Enabling Operation Rights......................................................................... 113 Part 7 of 10: Choosing the Maximum Draft Amount.................................................... 114

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