Inwood National Bank User Guide Business Edition

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Company Policy Company Policy Overview (Advanced) .................................................................. 116 Part 1 of 11: Choosing a Transaction to Edit in Company Policy ................................ 116 Part 2 of 11: Approval Limits ........................................................................................... 117 Part 3 of 11: Allowed Actions .......................................................................................... 118 Part 4 of 11: Amount ....................................................................................................... 118 Part 5 of 11: Approvals .................................................................................................... 119 Part 6 of 11: Choosing the Subsidiaries ......................................................................... 119 Part 7 of 11: Choosing the Accounts .............................................................................. 120 Part 8 of 11: Choosing the Drafting Hours .................................................................... 121 Part 9 of 11: Choosing the Location ............................................................................... 122 Part 10 of 11: Choosing the IP Address.......................................................................... 123 Part 11 of 11: Choosing the SEC Code............................................................................ 124 Company Policy Tester..................................................................................................... 125 Viewing Rights to Access Features.................................................................................. 127 Establishing Rights to Access Accounts.......................................................................... 128 Creating and Editing Account Labels.............................................................................. 129 User Roles User Roles Overview (Advanced) ........................................................................... 130 Creating or Editing User Roles (Advanced) ........................................................... 131 Part 1 of 10: Choosing a Transaction to Edit in User Roles.......................................... 132 Part 2 of 10: Establishing Transaction Type Rights....................................................... 133 Part 3 of 10: Approval Limits ........................................................................................... 134 Part 4 of 10: Disabling a Transaction Type .................................................................... 135 Part 5 of 10: Allowed Actions .......................................................................................... 136 Part 6 of 10: Enabling Operation Rights......................................................................... 137 Part 7 of 10: Choosing the Maximum Draft Amount.................................................... 138 Part 8 of 10: Selecting Subsidiaries................................................................................. 138 Part 9 of 10: Enabling Allowed Accounts........................................................................ 139 Part 10 of 10: Choosing Drafting Hours ......................................................................... 140 User Role Policy Tester..................................................................................................... 141 Deleting Allowed Actions ................................................................................................. 143 Establishing Rights to Access Features........................................................................... 144 Establishing Rights to Access Accounts.......................................................................... 145 Deleting User Roles (Advanced) ............................................................................. 146 User Management Users Overview ........................................................................................................ 147 User Management Overview........................................................................................... 148 Adding a New User .......................................................................................................... 149 Part 1 of 5: Establishing Transaction Type Rights ......................................................... 150