Prism Bank Business Digital Banking User 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 Sub-Users Sub-Users Overview ...................................................................................................13 Sub-Users Overview ............................................................................................................ 14 Adding a New Sub-User ...................................................................................................... 15 Editing a Sub-User ......................................................................................................17 Part 1: Editing Sub-User Access.......................................................................................... 18 Part 2: Editing Sub-User Limits........................................................................................... 19 Part 3: Editing Sub-User Authentication ........................................................................... 20 Deleting a Sub-User....................................................................................................21 Company Management Company Management Overview ............................................................................22 Part 1: Adding a Company .................................................................................................. 23 Part 2: Adding a New Participant ...................................................................................... 25 Part 3: Company Limits ....................................................................................................... 27 Adding Participant to an Existing Company ............................................................28 Uploading Participants........................................................................................................ 30 Editing a Company......................................................................................................31 ACH New ACH Batch ...........................................................................................................32 Part 1: Creating an ACH Batch............................................................................................ 32 Part 2: Adding an Existing Participant ............................................................................... 34 Part 3: Adding a Detailed Record ....................................................................................... 35 Part 4: Finalizing the ACH Batch......................................................................................... 37 Part 5: Scheduling the ACH Batch...................................................................................... 38 Part 6: Reviewing the ACH Batch ....................................................................................... 39 Part 7: Multi-Factor Authentication ................................................................................... 40