Northfield Savings Bank Business Online Banking User Guide

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User Role Policy Tester The Policy Tester gives you the ability to test possible actions before making the changes within the user role. This allows you to see if the user is able to perform a certain transaction based on the Bank Policy, Company Policy and User Role Policy.

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In the Cash Management tab, click User Roles . 1. Click the icon next to an existing user role, or click the Create Role button and follow the steps on page 24 to create a new user role. 2. Select the transaction type you wish to test. 3. Click the Allowed Actions tab. 4. Click the icon to expand the policy tester.

User Roles: Creating, Editing or Copying a User Role