HealthcareBank Your Guide to Business Online Banking

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Users Overview............................................................................................................32 User Management Overview. ............................................................................................. 33 Adding a New User .............................................................................................................. 34 Editing a User...............................................................................................................35 Deleting a User. ...........................................................................................................36 User Roles Overview...................................................................................................37 Creating, Editing or Copying a User Role..................................................................38 Part 1 of 9: Choosing a Transaction to Edit in User Roles............................................... 39 Part 2 of 9: Establishing Transaction Type Rights............................................................. 40 Part 3 of 9: Approval Limits................................................................................................. 41 Part 4 of 9: Disabling a Transaction Type.......................................................................... 42 Part 5 of 9: Allowed Actions . .............................................................................................. 43 Part 6 of 9: Enabling Operation Rights. ............................................................................. 44 Part 7 of 9: Choosing the Maximum Draft Amount. ........................................................ 45 Part 8 of 9: Selecting Subsidiaries. ..................................................................................... 45 Part 9 of 9: Enabling Allowed Accounts............................................................................. 46 User Role Policy Tester........................................................................................................ 47 Deleting Allowed Actions..................................................................................................... 49 Establishing Rights to Access Features.............................................................................. 50 Establishing Rights to Access Accounts............................................................................. 51 Deleting a User Role....................................................................................................52 Beneficiaries Beneficiaries Overview. ..............................................................................................53 ACH Only- Part 1 of 2: Adding a Beneficiary. .................................................................... 54 ACH Only- Part 2 of 2: Beneficiary Account Detail............................................................ 55 ACH & Wire- Part 1 of 4: Adding a Beneficiary.................................................................. 56 ACH & Wire- Part 2 of 4: Beneficiary FI Detail................................................................... 57 ACH & Wire- Part 3 of 4: Intermediary FI Detail................................................................ 58 ACH & Wire- Part 4 of 4: Beneficiary Account Detail........................................................ 59 Wires Only (Domestic) - Part 1 of 4: Adding a Beneficiary............................................... 60 Wires Only (Domestic)- Part 2 of 4: Beneficiary FI Detail................................................. 61 Wires Only (Domestic)- Part 3 of 4: Intermediary FI Detail. ............................................ 62 Wires Only (Domestic)- Part 4 of 4: Beneficiary Account Detail...................................... 63 Wires Only (International)- Part 1 of 4: Adding a Beneficiary. ........................................ 64 Wires Only (International)- Part 2 of 4: Beneficiary FI Detail........................................... 65 Wires Only (International)- Part 3 of 4: Intermediary FI Detail. ...................................... 66 Wires Only (International)- Part 4 of 4: Beneficiary Account Detail. .............................. 67 Editing a Beneficiary....................................................................................................68 Editing a Beneficiary’s Templates....................................................................................... 69 Deleting a Beneficiary.................................................................................................70