Five Star Bank Digital Banking Business Banking User Guide

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Five Star Bank, Member FDIC

Table of Contents Getting Started

Business Digital Banking Overview.............................................................................6 Users........................................................................................................................................ 6 Subsidiaries............................................................................................................................. 6 Recipients................................................................................................................................ 6 Business Digital Banking Transaction Types ...................................................................... 7 New User Enrollment....................................................................................................8 Logging In.....................................................................................................................10 Logging Off............................................................................................................................ 10 Move Money Mobile Deposits ..........................................................................................................11 Digital Banking Activity Overview..............................................................................12 Using Filters........................................................................................................................... 13 Creating or Deleting Custom Views Using Favorites........................................................ 13 Editing Transactions............................................................................................................. 14 Canceling Transactions........................................................................................................ 15 Business Users Overview............................................................................................................16 User Management Overview. ............................................................................................. 17 Adding a New User .............................................................................................................. 18 Part 1 of 5: Establishing Transaction Type Rights............................................................. 19 Part 2 of 5: Disabling a Transaction Type.......................................................................... 20 Part 3 of 5: Editing Approval Limits for a Transaction Type............................................ 21 Part 4 of 5: Establishing Rights to Access Features.......................................................... 22 Part 5 of 5: Establishing Rights to Access Accounts. ........................................................ 23 Editing an Existing User’s Rights................................................................................24 Deleting a User. ...........................................................................................................25 Recipient Overview......................................................................................................26 ACH Only- Part 1 of 2: Adding a Recipient......................................................................... 27 ACH Only- Part 2 of 2: Recipient Account Detail............................................................... 28 ACH & Wire- Part 1 of 4: Adding a Recipient..................................................................... 29 ACH & Wire- Part 2 of 4: Beneficiary Financial Institution Detail.................................... 30 ACH & Wire- Part 3 of 4: Intermediary Financial Institution Detail. ............................... 31 ACH & Wire- Part 4 of 4: Recipient Account Detail........................................................... 32 Wires Only (Domestic) - Part 1 of 4: Adding a Recipient.................................................. 33 Wires Only (Domestic)- Part 2 of 4: Beneficiary Financial Institution Detail. ................ 34 Wires Only (Domestic)- Part 3 of 4: Intermediary Financial Institution Detail.............. 35 Wires Only (Domestic)- Part 4 of 4: Recipient Account Detail......................................... 36 Wires Only (International)- Part 1 of 4: Adding a Recipient............................................. 37

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