Five Star Bank Online Banking Guide

6

75 Part 8 of 9: Choosing the Location..................................................................................... 74 Part 9 of 9: Choosing the SEC Code................................................................................... Company Policy Tester........................................................................................................ 76 Viewing Rights to Access Features..................................................................................... 78 Establishing Rights to Access Accounts............................................................................. 79 Creating and Editing Account Labels................................................................................. User Roles Overview...................................................................................................81 Creating, Editing or Copying a User Role .................................................................82 Part 1 of 9: Choosing a Transaction to Edit in User Roles............................................... 83 Part 2 of 9: Establishing Transaction Type Rights ............................................................ 84 Part 3 of 9: Approval Limits ................................................................................................ Part 4 of 9: Disabling a Transaction Type ......................................................................... 86 Part 5 of 9: Allowed Actions ............................................................................................... 87 Part 6 of 9: Enabling Operation Rights.............................................................................. 88 Part 7 of 9: Choosing the Maximum Draft Amount......................................................... 89 Part 8 of 9: Enabling Allowed Accounts............................................................................. Part 9 of 9: Choosing Drafting Hours ................................................................................ 91 User Role Policy Tester........................................................................................................ 92 Deleting Allowed Actions .................................................................................................... 94 Establishing Rights to Access Features.............................................................................. Establishing Rights to Access Accounts............................................................................. 96 Deleting a User Role ...................................................................................................97 Users Overview ...........................................................................................................98 User Management Overview.............................................................................................. 99 Adding a New User .......................................................................................................... Editing a User ........................................................................................................... 101 Deleting a User......................................................................................................... 102 Recipient Overview .................................................................................................. 103 ACH Only- Part 1 of 2: Adding a Recipient ..................................................................... 104 ACH Only- Part 2 of 2: Recipient Account Detail ........................................................... ACH & Wire- Part 1 of 4: Adding a Recipient.................................................................. 106 ACH & Wire- Part 2 of 4: Beneficiary FI Detail................................................................ 107 ACH & Wire- Part 3 of 4: Intermediary FI Detail ............................................................ 108 ACH & Wire- Part 4 of 4: Recipient Account Detail........................................................ 109 Wires Only (Domestic) - Part 1 of 4: Adding a Recipient .............................................. Wires Only (Domestic)- Part 2 of 4: Beneficiary FI Detail ............................................. 111 Wires Only (Domestic)- Part 3 of 4: Intermediary FI Detail.......................................... 112 Wires Only (Domestic)- Part 4 of 4: Recipient Account Detail ..................................... 113 Wires Only (International)- Part 1 of 4: Adding a Recipient ......................................... 114 Wires Only (International)- Part 2 of 4: Beneficiary FI Detail ....................................... Wires Only (International)- Part 3 of 4: Intermediary FI Detail.................................... 116 Wires Only (International)- Part 4 of 4: Recipient Account Detail ............................... 117 80 85 90 95 100 105 110 115