North State Bank Cash Management and Online Banking Guide for Business Accounts

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Positive Pay User Setup

In order for users to access Positive Pay and ACH Reporting functionality, a User ID must be created and linked to the appropriate Positive Pay account.

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Click the Client and Account Add/Edit tab, then User Setup (Client) . 1. Click the “Add New” link. 2. In the Contact Information tab, enter the user’s name, email address and phone number. If a user does not want to receive emails from us, check either the “Exclude From Email” box.

Positive Pay: User Setup