HealthcareBank Your Guide to Business Online Banking
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Table of Contents Getting Started
Business Online Banking Overview ............................................................................6 Users........................................................................................................................................ 6 Beneficiaries ........................................................................................................................... 6 Business Online Banking Transaction Types...................................................................... 7 Logging In.......................................................................................................................8 Logging Off ............................................................................................................................. 8 Resetting A Forgotten Password.................................................................................9 Protecting Your Information......................................................................................11 General Guidelines .............................................................................................................. 11 Login ID and Password........................................................................................................ 11 Fraud Prevention ................................................................................................................. 11 Apple ® Watch...............................................................................................................12 Apple ® Watch Setup............................................................................................................. 12 Viewing Balances and Transactions .................................................................................. 12 Administration (Advanced) Editing Company Limits .............................................................................................13 Part 1 of 8: Choosing a Transaction to Edit in Company Limits ..................................... 13 Part 2 of 8: Approval Limits ................................................................................................ 14 Part 3 of 8: Allowed Actions ............................................................................................... 15 Part 4 of 11: Amount .......................................................................................................... 15 Part 5 of 8: Approvals ......................................................................................................... 16 Part 6 of 8: Choosing the Subsidiaries .............................................................................. 16 Part 7 of 8: Choosing the Accounts.................................................................................... 17 Part 8 of 8: Choosing the SEC Code................................................................................... 18 Company Limits Tester ....................................................................................................... 19 Viewing Rights to Access Features..................................................................................... 21 Establishing Rights to Access Accounts............................................................................. 22 Creating and Editing Account Labels................................................................................. 23 Administration (Advanced) Users Overview ...........................................................................................................24 User Management Overview.............................................................................................. 25 Adding a New User ............................................................................................................. 26 Editing a User ..............................................................................................................27 Deleting a User............................................................................................................28 User Roles Overview...................................................................................................29 Creating, Editing or Copying a User Role .................................................................30 Part 1 of 9: Choosing a Transaction to Edit in User Roles............................................... 31
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