Northern Credit Union Digital Banking User Guide Business Users

10-17-23

Online and Mobile Banking User Guide

BUSINESS

II

Published by Murphy & Company, Inc. 13610 Barrett Office Drive

St. Louis, MO 63021 www.mcompany.com

© 2009-2023 Murphy & Company, Inc. Macintosh is a trademark of Apple Inc., registered in the U.S. and other countries. Android is a trademark of Google LLC. Adobe Reader is a registered trademark of Adobe Systems, Inc. Portions of this guide were provided by Alkami.

Disclaimer Concepts, strategies and procedures outlined in this guide can and do change and may not be applicable to all readers. The content in this guide is not warranted to offer a particular result or benefit. Neither the author, publisher nor any other party associated with this product shall be liable for any damages arising out of the use of this guide, including but not limited to loss of profit, commercial, special, incidental or other damages. For complete product and service information, please refer to the terms, conditions and disclosures for each product and service.

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Getting Started

Welcome to Business Banking with Northern Credit Union! Whether you’re at home or the office using a mobile phone, tablet, or laptop, we strive to make your Mobile and Online Banking experience easy and convenient. By adding powerful commercial products and features, Northern Credit Union provides you with the complex tools your business needs to achieve its goals. While our Business Banking experience shares similarities with the personal Mobile and Online Banking platform, this guide will help you navigate the unique business features designed to help you reach your business goals. You can navigate this guide by clicking a topic or feature in the Table of Contents. Each section provides an overview and steps to help you during the Online Banking process. If you have additional questions, contact us at 315-782-0155. Visit our Digital Banking Resources page for other helpful resources to help you with personal and business Online & Mobile Banking, including more than 20 How-To Videos found on our Northern Credit Union YouTube channel.

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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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ACH Pass-Thru*...........................................................................................................48 Scheduled ACH Transactions.....................................................................................51 Canceling a Scheduled ACH Transaction........................................................................... 52 ACH Transaction History............................................................................................53 ACH Notifications................................................................................................................. 54 Authorize or Reject an ACH Transaction..................................................................55 Business Wires New Domestic Wire*...................................................................................................56 New International Wire*............................................................................................58 Scheduled Wires..........................................................................................................60 Canceling a Scheduled Wire................................................................................................ 61 Wire Payment History.................................................................................................62 Wire Notifications................................................................................................................. 63 Authorize or Reject a Wire..........................................................................................64 Business Reports Reports Dashboard.....................................................................................................66 Create a Custom Report.............................................................................................67 ACH Details Report............................................................................................................... 68 Transaction History.............................................................................................................. 69 Editing a Report...........................................................................................................70 Deleting a Report.........................................................................................................71 Standard Reports........................................................................................................72 Security Protecting Your Information......................................................................................73 General Guidelines............................................................................................................... 73 Login ID and Password........................................................................................................ 73 Fraud Prevention.................................................................................................................. 73 Security Preferences...................................................................................................74 Change Username................................................................................................................ 74 Change Password................................................................................................................. 75 Two-Factor Authentication.................................................................................................. 76 Remembered Devices.......................................................................................................... 78 Mobile Security Preferences......................................................................................79 Enabling Digital ID................................................................................................................ 79 Face ID/Fingerprint............................................................................................................... 80 Message Center...........................................................................................................81 Inbox...................................................................................................................................... 81 Sent........................................................................................................................................ 83 Compose Message............................................................................................................... 84 View and Reply...................................................................................................................... 85 eAlerts...........................................................................................................................86

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Transactions Make a Transfer (Mobile App) ...................................................................................87 Add an Account............................................................................................................88 Mobile App............................................................................................................................ 88 Adding an Internal Account (Member to Member Transfers) ....................................... 89 Adding an External Account (Transfer Option) ................................................................ 91 Make a Transfer...........................................................................................................93 One-Time Transfers............................................................................................................. 93 Recurring Transfers.............................................................................................................. 95 Loan Payments............................................................................................................97 Recurring Loan Payments.......................................................................................100 Scheduled Transfers................................................................................................102 Editing Transfers................................................................................................................ 103 Deleting Transfers............................................................................................................. 104 Deleting Recurring Transfers Series................................................................................ 105 Transfer Activity........................................................................................................107 More Actions.............................................................................................................108 Dispute Transactions...............................................................................................109 Deposit Check...........................................................................................................111 Enrollment.......................................................................................................................... 111 Depositing a Check............................................................................................................ 112 Check Deposit History...................................................................................................... 113 Bill Pay Creating a Payee.......................................................................................................114 Adding an Electronic Payee.............................................................................................. 116 Adding a Manual Payee.................................................................................................... 117 Editing a Payee..........................................................................................................118 Deleting a Payee.......................................................................................................119 Single Payments.......................................................................................................120 Multiple Payments...................................................................................................122 Expedite Payment....................................................................................................124 Setting Up eBills........................................................................................................126 Payment Activity.......................................................................................................128 Editing Payments......................................................................................................129 Deleting Payments...................................................................................................131 Select Primary Account............................................................................................132 Pay an Invoice...........................................................................................................133

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Card Controls Card Controls............................................................................................................135 Blocking a Card.................................................................................................................. 135 Unblocking a Card............................................................................................................. 136 Travel Notices.................................................................................................................... 137 Edit Travel Notices............................................................................................................. 139 Delete Travel Notices........................................................................................................ 140 Replacement Card............................................................................................................. 141 Resources and Support 24/7 Support.............................................................................................................143 User Guide................................................................................................................144 Relationship Center/ATM Locator..........................................................................145 How-To Videos .........................................................................................................146 EZ Shield Identity Protection...................................................................................147 Settings Company Info...........................................................................................................148

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Getting Started

Business Banking Overview

Whether you’re an enterprise, large corporation or small organization, our flexible Business Banking Platform can help meet your unique business needs. If you rely on specific employees or an accountant to help you manage your finances, the first steps in the Business Banking platform are setting up your users and payees. After setting up these key features, you can jump right into a comprehensive banking experience! Users If your business only needs one person with access to the Business Banking platform, you can set up a single login ID and password. For larger organizations, our system lets you establish multiple login IDs and passwords for authorized employees. You can organize which employees have access to each feature within the Business Banking platform by creating user roles. A business member can register once as the business using the Business EIN number. • Master Users: Business control account that creates templates, payees. users, etc. • Sub Users: The user set up by the Master User with specific permissions, limits, and accounts set by the business owner. Northern Credit Union won’t service subusers. The business owner must assist because the sub user may not be on the account. Payees Payees are people or businesses to whom you send money using a payment feature offered through the Business Banking platform. After creating a profile for each payee, you can choose the preferred method to send them money and the respective transaction details. Each payee is saved so you can quickly and easily make future payments.

Getting Started: Business Banking Overview

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Various types of payment methods are offered through the Business Banking platform, including wire and ACH transfers. Though both are quick electronic payments, wires are the fastest way to transfer money between accounts. ACH transactions are processed through a batch process, and funds are generally not available until the next business day. For a complete list of wire and ACH fees or if you have any questions, please call or text 315-782-0155. Wire and ACH fees can also be viewed at www.mynorthern.com/wp-content/ uploads/2020/08/FEE-SCHEDULE.pdf.

Business Banking Transaction Types*

Type

Description

Upload a NACHA-formatted file.

ACH Pass-Thru

Create ACH templates to credit businesses for services and distribute or consolidate funds between business. Create ACH templates to debit business accounts for goods and services. Create ACH templates that can be used to credit consumer accounts for payroll direct deposit, bonuses, refunds and more. Create ACH templates to debit consumer accounts for goods and services. Create ACH templates to accept one-time or recurring payments over the telephone from consumers. Create ACH templates to accept one-time or recurring payments from consumers over the internet.

Business Payments

Business Collections

Payroll

Consumer Collections

Telephone Collections

Internet Collections

Domestic Wire

Send a wire to a recipient within the US.

Send a wire to a recipient in a different country.

International Wire

*Underwriting guidelines will apply for ACH and wires. Call 315.782.0155 to talk with a team member now.

Getting Started: Business Banking Overview

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Getting Started

Downloading Northern’s Mobile Banking App

1. On your personal device, locate the app store and search for “Northern Credit Union” 2. Locate the Northern CU Mobile Banking app . 3. Download the Mobile Banking app to your device. Once downloaded you can open the mobile app to begin registration or to login! Note : On your personal device you can enable apps to automatically update when a new version becomes available. If your Mobile Banking app does not automatically update when a new app version becomes available, simply search “Northern Credit Union” from your device app store to search for “updates” to the mobile app. If you experience any issues with your Mobile Banking app, ensure your phone software version is up to date and try uninstalling the Mobile Banking app and reinstalling it directly from the app store.

Getting Started: Downloading Northern’s Mobile Banking App

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Getting Started

If you’re new to Mobile and Online Banking with Northern Credit Union, you need to complete the registration process the first time you log in. Once you complete these few quick steps, you’ll be on your way to banking everywhere you go! The step-by-step instructions and screenshots in this section are taken from a desktop computer. The process is nearly identical from your mobile device. New User Registration 1. Go to mynorthern.com. 2. Click the “New User?” link. 3. Click the Register as a business button. 4. Review and accept Mobile and Online Banking Agreement and click the Continue button. 5. Confirm your identity with the required information, and click the Continue button. 6. A Verification Code will be sent to the contact information we have on file for

email or phone number. Enter the verification code. 7. Create a new username and click the Next button. 8. Create a new password and click the Next button. 9. Once complete, your list of accounts will appear.

Note : You can register your Online & Mobile Banking account as the “Business” itself, using the Business EIN/TIN number during registration instead of your SSN.

Getting Started: New User Registration

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Users

Users Overview Depending on your number of employees, owners and company policies, the Business Banking platform lets you set up multiple users with different responsibilities. You can create new users with unique usernames and passwords. Each user is assigned a set of user rights that permits or prevents them from performing certain actions such as: • Sending or drafting payments and creating templates for certain transaction types. • The number of approvals that can be completed in a day or the dollar amount in a specific transaction. • Accessing specific accounts. • Managing recipients, users and templates. Master users can set up the features, accounts and rights each user needs to do their job. Establishing these rights permits specific users to perform specific tasks, helping you manage your business and keep it running as smoothly as possible.

Users: Users Overview

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Users

Adding a New User

Each employee needs their own specific login ID and password to give them access to your business’s mobile and online banking. This allows you to manage your business banking at multiple levels. Creating a new user will trigger an automatic email with a temporary password. It’s essential to tell each individual the username you assigned, so they can establish access by logging in with the temporary password within 24 hours of receiving the email.

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IIn the Account Services tab, click Business Admin then click the Users tab. 1. Click the icon. 2. Select “New User” and click the Next button. 3. Enter the user’s first name, last name and email address. A temporary password will be sent to the user’s email address. 4. (Optional) Enter the user’s phone numbers. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d

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Users: Adding a New User

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5. Create a unique username for the new user. 6. (Optional) Enter the user’s address. 7. Click the Next button. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J3

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Users: Users Overview

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Part 1 of 4: Permissions and Limits Choose which permission types to enable.

You can also adjust limits so you never have to worry about the amount or number of transactions a user makes. You can set these restrictions for a daily, weekly and monthly basis, as well as per account. Limits are enforced at the business and role level. Limits at the business level are cumulative, meaning the totals take into account the total dollar value of all transactions executed by users at your business. Limits are calculated using the Deliver By date method. For example, you may receive an error message indicating you have exceeded your limit for a future-dated template although you may be well within your daily limit for a collection or payment template with today as a Deliver By date. • Submit Up to: Max amount users are able to submit. • Authorize Up to: Max amount users can authorize for other users.

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1. (Optional) Click the “Select All” link to select all permissions in a section. 2. Use the toggles to enable and disable permissions. 3. Click a payment type to create transaction access limits.

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4. Use the drop-downs to select an access level. 5. Select the allowed payment types J2

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6. Use the toggle to give access to restricted payment templates 7. Enter the daily, weekly, and/or monthly submission limits. 8. Use the toggle to requre approval on all submissions above a specified amount and enter the daily, weekly, and/or monthly limits. 9. Enter the daily, weekly, and/or monthly authorization limits.

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10. Click the Apply button. 11. Click the Next button.

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Users: Users Overview

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Part 2 of 4: Accounts Choose which accounts to give access to.

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1. Click the “+ Select Accounts” link. 2. (Optional) Click the “Select All” link to select all accounts. 3. Select the accounts you want to assign. 4. Click the Select Accounts button. 5. Click the Next button. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 4a 5a 6a 7a 8a 9a 10b 4b 5b 6b 7b 8b 9b 10c 4c 5c 6c 7c 8c 9c 10d 4d 5d 6d 7d 8d 9d

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Users: Users Overview

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Part 3 of 4: Account Permissions Choose which account permission types to enable. These will be applied to all eligible accounts within each account type.

11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 K L M N O P Q R U V W X Y Z A B C D E F G H 1a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c 11a 12a 13a 14a 15a 16a 17a 11b 12b 13b 14b 15b 16b 17b 1d 2d 3d 4d 5d 6d 7d A1 B1 13c D1 E1 F1 G1 A2 B2 13d D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3 11 12 13 14 15 16 17 18 21 22 23 24 25 26 27 28 1 2 3 4 5 6 7 8 1a2a3a4a5a6a7a8 1b2b3b4b5b6b7b8 1c2c3c4c5c6c7c8 11a 12a 13a 14a 15a 16a 17a 18 11b 12b 13b 14b 15b 16b 17b 18 1d2d3d4d5d6d7d8 K L M N O P Q R U V W X Y Z A B C D E F G H A1 B1 13c D1 E1 F1 G1 H A2 B2 13d D2 E2 F2 G2 H A3B3C3D3E3 F3G3H 1a 2a 3a 4a 5a 6a 7a 8a 1b 2b 3b 4b 5b 6b 7b 8b 1c 2c 3c 4c 5c 6c 7c 8c 11a 12a 13a 14a 15a 16a 17a 18a 1d 2d 3d 4d 5d 6d 7d 8d 11 12 13 14 15 16 17 21 22 23 24 25 26 27 1 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G

1. (Optional) Click the “Select All” link to select all permissions. 2. Use the toggles to enable and disable permissions. 3. Click the Next button.

11b 12b 13b 14b 15b 16b 17b 18b

A1 B1 13c D1 E1 F1 G1 H1 A2 B2 13d D2 E2 F2 G2 H2 A3 B3 C3 D3 E3 F3 G3 H3

Users: Users Overview

17

Part 4 of 4: Review Information

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

1. Review the user’s information and click the Submit button. 2. Click the Done button. J KLMNOPQRST U V W X Y Z A B C D E F G H I

11 12 13 21 22 23 1 2 3 K L M U V W A B C 1a 2a 3a 1b 2b 3b 1c 2c 3c

10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

J1

1d 2d 3d

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

11a 12a 13a

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

11b 12b 13b

A1 B1 13c A2 B2 13d A3 B3 C3

Users: Users Overview

18

Users

Copy a User

Create a new user by coping permissions and accounts from an existing user.

11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 K L M N O U V W X Y A B C D E 1a 2a 3a 4a 5 1b 2b 3b 4b 5 1c 2c 3c 4c 5

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

IIn the Account Services tab, click Business Admin then click the Users tab. 1. Click the icon. 2. Select “Copy A User.” 3. Use the drop-down to select a user to copy. 4. Select which permissions to copy. 5. Click the Next button. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 13c D1 E1 F1 G1 H1 I1 A2 B2 13d D2 E2 F2 G2 H2 I2 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I J3 J2 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 A1 B1 13c D1 E1 F1 G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a J3

1d 2d 3d 4d 5

11a 12a 13a 14a 1

11b 12b 13b 14b 15

A1 B1 13c D1 E A2 B2 13d D2 E A3 B3 C3 D3 E

J2

A2 B2 13d D2 E2 F2 G2 H2 I2 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b A3 B3 C3 D3 E3 F3 G3 H3 I3 A1 B1 13c D1 E1 F1 G1 H1 I1 J1

J3

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Users: Copy a User

19

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1 A2 B2 13d D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A3 B3 C3 D3 E3 F3 G3 H3 I3 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 J2 J3

6. Enter the user’s first name, last name and email address. 7. (Optional) Enter the user’s phone numbers. 8. Create a unique username for the new user. 9. (Optional) Enter the user’s address. 10. Click the Next button. 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 13c D1 E1 F1 G1 H1 I1 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

J3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

J1

Users: Copy a User

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

20

11 12 13 14 15 21 22 23 24 2 1 2 3 4 5 K L M N O U V W X Y A B C D E

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

1a 2a 3a 4a 5 1b 2b 3b 4b 5 1c 2c 3c 4c 5 1112 131415 1 21222324252 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F 11a 12a 13a 14a 1 11b 12b 13b 14b 1 1d 2d 3d 4d 5 A1 B1 13c D1 E A2 B2 13d D2 E A3 B3 C3 D3 E 1a2a3a4a5a6 1b2b3b4b5b6 1c2c3c4c5c6 11a 12a 13a 14a 15a 1 1112 131415 161 2122232425262 1 2 3 4 5 6 7 K L M N O P Q U V W X Y Z A B C D E F G 11b 12b 13b 14b 15b 1 1d2d3d4d5d6 A1 B1 13c D1 E1 F A2 B2 13d D2 E2 F A3B3C3D3E3F 1a2a3a4a5a6a7 1b2b3b4b5b6b7 1c2c3c4c5c6c7

A1 B1 13c D1 E1 F1 G1 H1 I1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I A2 B2 13d D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

J1

J2

J3

11. Make any necessary changes to permissions and limits For more infomation go to page 13. Click the Next button when you are finished. 12. Make any necessary changes to accounts the user has access to. For more information go to page 15. Click the Next button when you are finished. 13. Make any necessary changes to account permissions. For more information 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 13c D1 E1 F1 G1 H1 I1 A2 B2 13d D2 E2 F2 G2 H2 I2 J2

go to page 16. Click the Next button when you are finished. 14. Review the user’s information and click the Submit button. 15. Click the Done button. J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

1d2d3d4d5d6d7

11a 12a 13a 14a 15a 16a 1

11b 12b 13b 14b 15b 16b 1

Users: Copy a User

A1 B1 13c D1 E1 F1 G A2 B2 13d D2 E2 F2 G A3B3C3D3E3F3G

21

Users

You can make changes to existing users at any time. This is especially beneficial if someone’s job title changes and their approval limits and responsibilities need to be adjusted. Editing a User

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J1

11 12 13 14 1 21 22 23 24 2 1 2 3 4

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c K L M N U V W X A B C D

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

1d 2d 3d 4d

IIn the Account Services tab, click Business Admin then click the Users tab. 1. Select the user you would like to edit. 2. From the drop-down select “Edit Details.” 3. Make the necessary changes and click the Save button when you are finished.

11a 12a 13a 14a

11b 12b 13b 14b

A1 B1 13c D1 A2 B2 13d D2 A3 B3 C3 D3

Users: Editing a User

22

Editing User’s Permissions

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

J1

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

11 12 13 21 22 23 1 2 3 K L M U V W A B C 1a 2a 3a 1b 2b 3b 1c 2c 3c

IIn the Account Services tab, click Business Admin then click the Users tab. 1. Select the user you would like to edit. 2. Click the “Manage Accounts” or “Manage Permissions” link next to the item you would like to edit.

1d 2d 3d

11a 12a 13a

11b 12b 13b

A1 B1 13c A2 B2 13d A3 B3 C3

Users: Editing a User

23

Users

Changing a Sub-User’s Status

If you are a business admin you can change a sub-user’s status.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I

11 12 13 14 21 22 23 24 1 2 3 4 K L M N U V W X A B C D 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

IIn the Account Services tab, click Business Admin then click the Users tab. 1. Select the user you would like to edit. 2. From the drop-down select “Change Status.” 3. Change the user’s status and click the Save button when you are finished. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

1d 2d 3d 4d

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

11a 12a 13a 14a

A1 B1 13c D1 E1 F1 G1 H1 I1

J1

11b 12b 13b 14b

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

A1 B1 13c D1 A2 B2 13d D2 A3 B3 C3 D3

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Users: Changing a Sub-User’s Status

24

Users

Resetting Sub-User Password

Easily reset a sub-user’s password.

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 J2

J2 J3 1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c K L M N O P U V W X Y Z A B C D E F 11 12 13 14 21 22 23 24 1 2 3 4 K L M N U V W X A B C D 11 12 13 14 15 21 22 23 24 25 1 2 3 4 5 K L M N O U V W X Y A B C D E 11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c 11a 12a 13a 14a 1a 2a 3a 4a 5a 1b 2b 3b 4b 5b 1c 2c 3c 4c 5c 11b 12b 13b 14b 1d 2d 3d 4d A1 B1 13c D1 A2 B2 13d D2 A3 B3 C3 D3 11a 12a 13a 14a 15a 11b 12b 13b 14b 15b 1d 2d 3d 4d 5d A1 B1 13c D1 E1 A2 B2 13d D2 E2 A3 B3 C3 D3 E3 11a 12a 13a 14a 15a 16a 11b 12b 13b 14b 15b 16b 1d 2d 3d 4d 5d 6d A1 B1 13c D1 E1 F1 A2 B2 13d D2 E2 F2 A3 B3 C3 D3 E3 F3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

A2 B2 13d D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

IIn the Account Services tab, click Business Admin then click the Users tab. 1. Select the user whose password you would like to reset. 2. From the drop-down select “Reset Password.” 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1

A2 B2 13d D2 E2 F2 G2 H2 I2

3. Select a method to receive a new password. 4. Enter the reason for resetting the password. 5. Click the Send New Password button.

A3 B3 C3 D3 E3 F3 G3 H3 I3

Users: Resetting Sub-User Password

25

Users

If you are assigned the Manage Users right, you have the ability to permanently delete a user that is no longer needed. This deletes their contact information from the User Management page and deactivates their Business Banking login ID. It does not erase the data from any existing payments. Deleting a User

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I

11 12 13 14 21 22 23 24 1 2 3 4 K L M N U V W X A B C D 1a 2a 3a 4a 1b 2b 3b 4b 1c 2c 3c 4c

IIn the Account Services tab, click Business Admin then click the Users tab. 1. Select the user you would like to delete. 2. From the drop-down select “Delete User.” 3. Click the Delete button. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 13c D1 E1 F1 G1 H1 I1 J2 A2 B2 13d D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 13c D1 E1 F1 G1 H1 I1

J1

1d 2d 3d 4d

J2

A2 B2 13d D2 E2 F2 G2 H2 I2

11a 12a 13a 14a

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

11b 12b 13b 14b

A1 B1 13c D1 A2 B2 13d D2 A3 B3 C3 D3

Users: Deleting a User

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