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 Security Protecting Your Information......................................................................................11 General Guidelines............................................................................................................... 11 Username and Password.................................................................................................... 11 Fraud Prevention.................................................................................................................. 11 Administration (Basic) Users Overview............................................................................................................12 User Management Overview. ............................................................................................. 13 Adding a New User .............................................................................................................. 14 Part 1 of 5: Establishing Transaction Type Rights............................................................. 15 Part 2 of 5: Disabling a Transaction Type.......................................................................... 16 Part 3 of 5: Editing Approval Limits for a Transaction Type............................................ 17 Part 4 of 5: Establishing Rights to Access Features.......................................................... 18 Part 5 of 5: Establishing Rights to Access Accounts. ........................................................ 19 Editing an Existing User’s Rights................................................................................20 Deleting a User. ...........................................................................................................21 Administration (Advanced) Editing Company Limits..............................................................................................22 Part 1 of 7: Choosing a Transaction to Edit in Company Limits...................................... 22 Part 2 of 7: Approval Limits................................................................................................. 23 Part 3 of 7: Allowed Actions . .............................................................................................. 24 Part 4 of 7: Amount ............................................................................................................. 24 Part 5 of 7: Approvals .......................................................................................................... 25 Part 6 of 7: Choosing the Subsidiaries............................................................................... 25 Part 7 of 7: Choosing the Accounts.................................................................................... 26 Company Policy Tester. ....................................................................................................... 27 Viewing Rights to Access Features. .................................................................................... 29 Establishing Rights to Access Accounts............................................................................. 30 Creating and Editing Account Labels. ................................................................................ 31