INSBANK Business Guide

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Part 2: Editing Sub-User Limits A user’s transaction limits can be adjusted, so you never have to worry about the amount of transactions they make. You can set these restrictions for a daily, weekly and monthly basis.

11 12 13 14 15 16 17 18 19 21 22 23 24 25 26 27 28 29 1 2 3 4 5 6 7 8 9 K L M N O P Q R S U V W X Y Z A B C D E F G H I 1a 2a 3a 4a 5a 6a 7a 8a 9a 1b 2b 3b 4b 5b 6b 7b 8b 9b 1c 2c 3c 4c 5c 6c 7c 8c 9c 11a 12a 13a 14a 15a 16a 17a 18a 19a 11 12 13 14 15 16 17 21 22 23 24 25 26 27 1 2 3 4 5 6 7 11b 12b 13b 14b 15b 16b 17b 18b 19b 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 K L M N O P Q U V W X Y Z A B C D E F G 11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c 11a 12a 13a 14a 15a 16a 17 11b 12b 13b 14b 15b 16b 17 1d 2d 3d 4d 5d 6d 7d

1. Click the Limits tab. 2. Edit the maximum amounts a user can approve or draft for each transaction type. 3. Click the Save All Permissions button when you are finished.

A1 B1 C1 D1 E1 F1 G1 A2 B2 C2 D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c

1d 2d 3d 4d 5d 6d 7d 8d

11a 12a 13a 14a 15a 16a 17a 18

11b 12b 13b 14b 15b 16b 17b 18

A1B1C1D1E1 F1G1H A2 B2 C2 D2 E2 F2 G2 H2 A3B3C3D3E3 F3G3H

Sub-Users: Editing a Sub-User