Freedom Bank Business Online Banking User Guide

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Small Business Users Users Overview............................................................................................................39 User Management Overview.............................................................................................. 40 Adding a New User .............................................................................................................. 41 Part 1 of 5: Establishing Transaction Type Rights............................................................. 42 Part 2 of 5: Disabling a Transaction Type.......................................................................... 43 Part 3 of 5: Editing Approval Limits for a Transaction Type............................................ 44 Part 4 of 5: Establishing Rights to Access Features.......................................................... 45 Part 5 of 5: Establishing Rights to Access Accounts......................................................... 46 Editing an Existing User’s Rights................................................................................47 Deleting a User............................................................................................................48 Corporate Users User Roles Overview...................................................................................................49 Creating, Editing or Copying a User Role..................................................................50 Part 1 of 10: Choosing a Transaction to Edit in User Roles............................................. 51 Part 2 of 10: Establishing Transaction Type Rights.......................................................... 52 Part 3 of 10: Approval Limits............................................................................................... 53 Part 4 of 10: Disabling a Transaction Type........................................................................ 54 Part 5 of 10: Allowed Actions ............................................................................................. 55 Part 6 of 10: Enabling Operation Rights............................................................................ 56 Part 7 of 10: Choosing the Maximum Draft Amount....................................................... 57 Part 8 of 10: Selecting Subsidiaries.................................................................................... 57 Part 9 of 10: Enabling Allowed Accounts........................................................................... 58 Part 10 of 10: Choosing Drafting Hours............................................................................. 59 User Role Policy Tester........................................................................................................ 60 Deleting Allowed Actions..................................................................................................... 62 Establishing Rights to Access Features.............................................................................. 63 Establishing Rights to Access Accounts............................................................................. 64 Deleting a User Role....................................................................................................65 Commercial Services Editing Company Policy..............................................................................................66 Part 1 of 11: Choosing a Transaction to Edit in Company Policy.................................... 66 Part 2 of 11: Approval Limits............................................................................................... 67 Part 3 of 11: Allowed Actions ............................................................................................. 68 Part 4 of 11: Amount ........................................................................................................... 68 Part 5 of 11: Approvals ....................................................................................................... 69 Part 6 of 11: Choosing the Subsidiaries............................................................................. 69 Part 7 of 11: Choosing the Accounts.................................................................................. 70 Part 8 of 11: Choosing the Drafting Hours........................................................................ 71 Part 9 of 11: Choosing the Location................................................................................... 72