Nusenda Credit Union Commercial Mobile and Internet Banking

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Table of Contents Getting Started

Commercial Internet Banking Overview ....................................................................6 Users........................................................................................................................................ 6 Recipients................................................................................................................................ 6 Business Internet Banking Transaction Types ................................................................... 7 Company Policy Editing Company Policy................................................................................................8 Part 1 of 10: Choosing a Transaction to Edit in Company Policy ..................................... 8 Part 2 of 10: Approval Limits ................................................................................................ 9 Part 3 of 10: Allowed Actions ............................................................................................. 10 Part 4 of 10: Amount .......................................................................................................... 10 Part 5 of 10: Approvals ....................................................................................................... 11 Part 6 of 10: Choosing the Accounts ................................................................................. 11 Part 7 of 10: Choosing the Drafting Hours ....................................................................... 12 Part 8 of 10: Choosing the Location .................................................................................. 12 Part 9 of 10: Choosing the IP Address............................................................................... 13 Part 10 of 10: Choosing the SEC Code............................................................................... 14 Company Policy Tester........................................................................................................ 15 Viewing Rights to Access Features..................................................................................... 17 Establishing Rights to Access Accounts............................................................................. 18 Creating and Editing Account Labels................................................................................. 19 User Roles User Roles Overview...................................................................................................20 Creating, Editing, or Copying a User Role ................................................................21 Part 1 of 9: Choosing a Transaction to Edit in User Roles............................................... 22 Part 2 of 9: Establishing Transaction Type Rights ............................................................ 23 Part 3 of 9: Approval Limits ................................................................................................ 24 Part 4 of 9: Disabling a Transaction Type ......................................................................... 25 Part 5 of 9: Allowed Actions ............................................................................................... 26 Part 6 of 9: Enabling Operation Rights.............................................................................. 27 Part 7 of 9: Choosing the Maximum Draft Amount......................................................... 28 Part 8 of 9: Enabling Allowed Accounts............................................................................. 28 Part 9 of 9: Choosing Drafting Hours ................................................................................ 29 User Role Policy Tester........................................................................................................ 30 Deleting Allowed Actions .................................................................................................... 32 Establishing Rights to Access Features.............................................................................. 33 Establishing Rights to Access Accounts............................................................................. 34 Deleting a User Role ...................................................................................................35