Northern Credit Union Digital Banking User Guide Business Users

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Table of Contents Getting Started

Business Banking Overview.........................................................................................6 Users........................................................................................................................................ 6 Payees ..................................................................................................................................... 6 Business Banking Transaction Types* ............................................................................... 7 Downloading Northern’s Mobile Banking App..........................................................8 New User Registration..................................................................................................9 Users Users Overview ...........................................................................................................10 Adding a New User .....................................................................................................11 Part 1 of 4: Permissions and Limits ................................................................................... 13 Part 2 of 4: Accounts............................................................................................................ 15 Part 3 of 4: Account Permissions ....................................................................................... 16 Part 4 of 4: Review Information ......................................................................................... 17 Copy a User .................................................................................................................18 Editing a User ..............................................................................................................21 Editing User’s Permissions.................................................................................................. 22 Changing a Sub-User’s Status....................................................................................23 Resetting Sub-User Password ...................................................................................24 Deleting a User............................................................................................................25 Payees Payee Overview...........................................................................................................26 Adding a Payee..................................................................................................................... 27 ACH Payments*.................................................................................................................... 29 Domestic Wire Payments*.................................................................................................. 30 International Wire Payments*............................................................................................ 31 Editing a Payee ............................................................................................................32 Adding Additional Payment Methods ............................................................................... 33 Deleting a Payee .........................................................................................................34 Business ACH Creating a Template ...................................................................................................35 Adding Payees to Template................................................................................................ 38 Import Payees ...................................................................................................................... 39 Deleting Payees From a Template ..................................................................................... 40 Copying a Template....................................................................................................42 Editing a Template ......................................................................................................43 Deleting a Template ...................................................................................................44 Using a Template ........................................................................................................45