Gulf Coast Bank: Business User Guide

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Table of Contents Getting Started

Business Online Banking Overview.............................................................................5 Users........................................................................................................................................ 5 Subsidiaries............................................................................................................................. 5 Recipients................................................................................................................................ 5 Transaction Type Overview..........................................................................................6 Business Online Banking Transaction Types...................................................................... 6 Commercial Editing Company Policy................................................................................................7 Part 1 of 8: Choosing a Transaction to Edit in Company Policy........................................ 7 Part 2 of 8: Choosing the Maximum Draft Amount........................................................... 8 Part 3 of 8: Choosing the Number of Approvals ............................................................... 9 Part 4 of 8: Choosing the Accounts...................................................................................... 9 Part 5 of 8: Choosing the Subsidiaries............................................................................... 10 Part 6 of 8: Choosing the Drafting Hours.......................................................................... 10 Part 7 of 8: Choosing the Location..................................................................................... 11 Part 8 of 8: Choosing the IP Address.................................................................................. 11 Approval Limits..................................................................................................................... 12 Company Policy Tester........................................................................................................ 13 Viewing Rights to Access Features..................................................................................... 15 Establishing Rights to Access Accounts............................................................................. 16 Creating and Editing Account Labels................................................................................. 17 User Roles Overview...................................................................................................18 Creating, Editing or Copying a User Role..................................................................19 Part 1 of 8: Establishing Transaction Type Rights............................................................. 20 Part 2 of 8: Disabling a Transaction Type.......................................................................... 21 Part 3 of 8: Enabling Operation Rights.............................................................................. 22 Part 4 of 8: Choosing the Maximum Draft Amount......................................................... 23 Part 5 of 8: Enabling Allowed Accounts............................................................................. 23 Part 6 of 8: Selecting Subsidiaries...................................................................................... 24 Part 7 of 8: Choosing Drafting Hours................................................................................. 24 Part 8 of 8: Editing Approval Limits for a Transaction Type............................................ 25 User Role Policy Tester........................................................................................................ 26 Deleting Allowed Actions..................................................................................................... 28 Establishing Rights to Access Features.............................................................................. 29 Establishing Rights to Access Accounts............................................................................. 30 Deleting a User Role....................................................................................................31

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