Gulf Coast Bank Digital Corporate Banking User Guide

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Table of Contents Getting Started

Business Online Banking Overview.............................................................................7 Users........................................................................................................................................ 7 Subsidiaries............................................................................................................................. 7 Recipients................................................................................................................................ 7 Transaction Type Overview..........................................................................................8 Business Digital Banking Transaction Types....................................................................... 8 Home Page Home Page Overview....................................................................................................9 Account Details Overview...........................................................................................11 Quick Transfer.............................................................................................................13 Account Nickname......................................................................................................14 Details & Settings........................................................................................................15 Account Grouping.......................................................................................................16 Editing a Group Name......................................................................................................... 17 Deleting a Group.................................................................................................................. 17 Commercial Services Editing Company Policy..............................................................................................18 Part 1 of 11: Choosing a Transaction to Edit in Company Policy.................................... 18 Part 2 of 11: Approval Limits............................................................................................... 19 Part 3 of 11: Allowed Actions ............................................................................................. 20 Part 4 of 11: Amount ........................................................................................................... 20 Part 5 of 11: Approvals ....................................................................................................... 21 Part 6 of 11: Choosing the Subsidiaries............................................................................. 21 Part 7 of 11: Choosing the Accounts.................................................................................. 22 Part 8 of 11: Choosing the Drafting Hours........................................................................ 23 Part 9 of 11: Choosing the Location................................................................................... 24 Part 10 of 11: Choosing the IP Address............................................................................. 25 Part 11 of 11: Choosing the SEC Code............................................................................... 26 Company Policy Tester........................................................................................................ 27 Viewing Rights to Access Features..................................................................................... 29 Establishing Rights to Access Accounts............................................................................. 30 Creating and Editing Account Labels................................................................................. 31 User Roles Overview...................................................................................................32 Creating, Editing or Copying a User Role..................................................................33 Part 1 of 10: Choosing a Transaction to Edit in User Roles............................................. 35 Part 2 of 10: Establishing Transaction Type Rights.......................................................... 36 Part 3 of 10: Approval Limits............................................................................................... 37