Peoples Bank Business Digital Banking Guide

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Table of Contents Getting Started

Business Online Banking Overview ............................................................................5 Sub-Users................................................................................................................................ 5 Companies .............................................................................................................................. 5 Transaction Type Overview .........................................................................................6 Logging In.......................................................................................................................7 Logging Off ............................................................................................................................. 8 Multi-Factor Authentication.........................................................................................9 Logging Off ........................................................................................................................... 10 DUO Mobile .......................................................................................................................... 11 Resetting a Forgotten Password ...............................................................................13 Retrieve a Forgotten Username................................................................................14 Sub-Users Sub-Users Overview ...................................................................................................15 Sub-Users Overview ............................................................................................................ 16 Adding a New Sub-User ...................................................................................................... 17 Editing a Sub-User ......................................................................................................19 Part 1: Editing Sub-User Access.......................................................................................... 20 Part 2: Editing Sub-User Limits........................................................................................... 21 Deleting a Sub-User....................................................................................................22 Company Management Company Management Overview ............................................................................23 Part 1: Adding a Company .................................................................................................. 24 Part 2: Adding a New Participant ...................................................................................... 26 Part 3: Company Limits ....................................................................................................... 28 Adding Participant to an Existing Company ............................................................29 Uploading Participants........................................................................................................ 31 Editing a Company......................................................................................................32 ACH New ACH Batch ...........................................................................................................33 Part 1: Creating an ACH Batch............................................................................................ 33 Part 2: Adding an Existing Participant ............................................................................... 35 Part 3: Adding a Detailed Record ....................................................................................... 36 Part 4: Finalizing the ACH Batch......................................................................................... 38 Part 5: Scheduling the ACH Batch...................................................................................... 39 Part 6: Reviewing the ACH Batch ....................................................................................... 40 Part 7: Multi-Factor Authentication ................................................................................... 41 Creating an ACH Template ........................................................................................42 Part 1: Creating an ACH Template ..................................................................................... 42