Northern Credit Union Digital Banking User Guide Business Users

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Table of Contents Getting Started

Business Banking Overview.........................................................................................7 Users........................................................................................................................................ 7 Payees ..................................................................................................................................... 7 Business Banking Transaction Types* ............................................................................... 8 Downloading Northern’s Mobile Banking App..........................................................9 New User Registration................................................................................................10 Users Users Overview ...........................................................................................................11 Adding a New User .....................................................................................................12 Part 1 of 4: Permissions and Limits ................................................................................... 14 Part 2 of 4: Accounts............................................................................................................ 16 Part 3 of 4: Account Permissions ....................................................................................... 17 Part 4 of 4: Review Information ......................................................................................... 18 Copy a User .................................................................................................................19 Editing a User ..............................................................................................................22 Editing User’s Permissions.................................................................................................. 23 Changing a Sub-User’s Status....................................................................................24 Resetting Sub-User Password ...................................................................................25 Deleting a User............................................................................................................26 Payees Payee Overview...........................................................................................................27 Adding a Payee..................................................................................................................... 28 ACH Payments*.................................................................................................................... 30 Domestic Wire Payments*.................................................................................................. 31 International Wire Payments*............................................................................................ 32 Editing a Payee ............................................................................................................33 Adding Additional Payment Methods ............................................................................... 34 Deleting a Payee .........................................................................................................35 Business ACH Creating a Template ...................................................................................................36 Adding Payees to Template................................................................................................ 39 Import Payees ...................................................................................................................... 40 Deleting Payees From a Template ..................................................................................... 41 Copying a Template....................................................................................................43 Editing a Template ......................................................................................................44 Deleting a Template ...................................................................................................45 Using a Template ........................................................................................................46