Peoples Savings Bank Business Online Banking User Guide

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Table of Contents Getting Started

Business Online Banking Overview.............................................................................7 Sub-Users................................................................................................................................ 7 Companies. ............................................................................................................................. 7 Transaction Type Overview..........................................................................................8 Accounts Dashboard Overview. ...................................................................................................9 Account Details Overview...........................................................................................11 Transaction Details......................................................................................................13 Adding a New Account................................................................................................15 Opening a New Account...................................................................................................... 16 Organize Dashboard...................................................................................................18 Reorder Accounts................................................................................................................. 18 Rename Accounts................................................................................................................. 19 Hide/Unhide Accounts......................................................................................................... 20 Hide/Unhide Dashboard Tiles............................................................................................. 21 App Appearance................................................................................................................... 22 Quick Pay......................................................................................................................23 Selecting Favorite Payees.................................................................................................... 23 Person to Person.................................................................................................................. 24 Bill Pay. .................................................................................................................................. 26 Monthly Activity...........................................................................................................28 Security Protecting Your Information......................................................................................29 General Guidelines............................................................................................................... 29 Login ID and Password........................................................................................................ 29 Fraud Prevention.................................................................................................................. 29 Login Settings...............................................................................................................30 Change Username................................................................................................................ 30 Change Password................................................................................................................. 31 Change Security Questions................................................................................................. 32 Recent Logins...............................................................................................................33 Mobile Security Preferences......................................................................................34 Enabling Biometric Sign-In.................................................................................................. 34 Enabling FaceID. ................................................................................................................... 35 Enabling PIN Login. .....................................................................................................36 Auto-Login....................................................................................................................37