One Community Bank Business Online Banking User Guide
2
Table of Contents Getting Started
Business Online Banking Overview ............................................................................5 Users........................................................................................................................................ 5 Recipients................................................................................................................................ 5 Business Online Banking Transaction Types ..................................................................... 6 Commercial Services Editing Company Policy................................................................................................7 Part 1 of 10: Choosing a Transaction to Edit in Company Policy ..................................... 7 Part 2 of 10: Approval Limits ................................................................................................ 8 Part 3 of 10: Allowed Actions ............................................................................................... 9 Part 4 of 10: Amount ............................................................................................................ 9 Part 5 of 10: Approvals ....................................................................................................... 10 Part 6 of 10: Choosing the Accounts ................................................................................. 10 Part 7 of 10: Choosing the Drafting Hours ....................................................................... 11 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 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............................................................................. 29 Part 9 of 9: Choosing Drafting Hours ................................................................................ 30 User Role Policy Tester........................................................................................................ 31 Deleting Allowed Actions .................................................................................................... 33 Establishing Rights to Access Features.............................................................................. 34 Establishing Rights to Access Accounts............................................................................. 35 Deleting a User Role ...................................................................................................36 Users Overview ...........................................................................................................37 User Management Overview.............................................................................................. 38 Adding a New User ............................................................................................................. 39
Made with FlippingBook Learn more on our blog