Five Star Bank Online Banking Guide

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Cash Management

User Roles Overview

Note : Not available for commercial customers.

Once you establish your Company Policy, you can start creating user roles. User roles are the restrictions placed to shape a user’s privileges, depending on the responsibilities a user has. Some users may have the ability to draft a transaction, while others can approve it. User roles must fit within the Company Policy and cannot exceed it.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I K L M N O U V W X Y A B C D E 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 1a 2a 3a 4a 5 1b 2b 3b 4b 5 1c 2c 3c 4c 5 K L M N O U V W X Y A B C D E 1a2a3a4a5a6 1b2b3b4b5b6 1c2c3c4c5c6 11a 12a 13a 14a 15a 1 11b 12b 13b 14b 15b 1 1d2d3d4d5d6 A1 B1 C1 D1 E1 A2B2C2D2E2F A3 B3 C3 D3 E3 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 1d 2d 3d 4d 5 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 1112 131415 1 21222324252 1 2 3 4 5 6 11a 12a 13a 14a 15 11b 12b 13b 14b 15

In the Cash Management tab, click User Roles . A. You can use the search bar to find specific user roles. B. Click the

A2 B2 C2 D2 E2 F2 G2 H2 I2 icon to view and use a user role template to create a new user

role. C. Click the

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a icon next to the appropriate column to sort user roles by name, 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b description or users. D. The number under the Users column indicates how many users are assigned to this role. Click the number to see who is assigned to a specific role. A1 B1 C1 D1 E1 F1 G1 H1 I1

A1 B1 C1 D1 E A2 B2 C2 D2 E A3 B3 C3 D3 E J1 J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Cash Management: User Roles Overview