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

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