Skagit Bank Business Online Banking Resource Guide

Commercial

Assign User Rights

You can assign user rights once you have created a user.

To Assign User Rights:

Approvers must have “View All Transactions” view rights enabled.

In the Commercial tab, click on User Management . 1. Locate user you want to assign rights to and click the icon. 2. Details of the user will appear. Click the Assign Rights button.

3. Under the Overview tab, you can view transaction types and indicate whether you want this user to have the ability to Draft, Approve , Cancel , or View the transaction. Simply click on the check mark to disable the rights. User View: Can only view own activity. View All Transactions: Can view activity of all users. Cannot View : Cannot view activity of any user. You can set limits for the number of transactions and dollar amount a user can approve. Click on the Transaction Type name link to update user limits.

46

Made with