High Country Bank Digital Banking Business User Guide

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Table of Contents Getting Started

5 Business Online Banking Overview ............................................................................ Sub-Users................................................................................................................................ 5 Companies .............................................................................................................................. 5 Transaction Type Overview .........................................................................................6 Logging In.......................................................................................................................7 Multi-Factor Authentication.........................................................................................9 Logging Off ........................................................................................................................... Resetting a Forgotten Password ...............................................................................13 Sub-Users Sub-Users Overview ...................................................................................................14 Sub-Users Overview ............................................................................................................ Adding a New Sub-User ...................................................................................................... 16 Editing a Sub-User ......................................................................................................18 Part 1: Editing Sub-User Access.......................................................................................... 19 Part 2: Editing Sub-User Limits........................................................................................... Deleting a Sub-User....................................................................................................21 Company Management Company Management Overview ............................................................................22 Adding a Participant to an Existing Company .........................................................23 Uploading Participants........................................................................................................ Editing a Company......................................................................................................26 ACH New ACH Batch ...........................................................................................................27 Part 1: Creating an ACH Batch............................................................................................ 27 Part 2: Adding an Existing Participant ............................................................................... 29 Part 3: Adding a Detail Record ........................................................................................... Part 4: Finalizing the ACH Batch......................................................................................... 32 Part 5: Scheduling the ACH Batch...................................................................................... 33 Part 6: Reviewing the ACH Batch ....................................................................................... 34 Part 7: Multi-Factor Authentication ................................................................................... Creating an ACH Template ........................................................................................36 Part 1: Creating an ACH Template ..................................................................................... 36 Part 2: Adding an Existing Participant ............................................................................... 38 Part 3: Adding a Detail Record ........................................................................................... 39 Part 4: Finalizing an ACH Template.................................................................................... 41 Part 5: Reviewing an ACH Template .................................................................................. 42 10 15 20 25 30 35

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