Somerset Trust Company Online Banking Guide for Businesses

10

Part 1 of 4: Permissions and Limits Choose which permission types to enable.

You can also adjust limits so you never have to worry about the amount or number of transactions a user makes. You can set these restrictions for a daily, weekly and monthly basis, as well as per account. Limits are enforced at the business and role level. Limits at the business level are cumulative, meaning the totals take into account the total dollar value of all transactions executed by users at your business. Limits are calculated using the Deliver By date method. For example, you may receive an error message indicating you have exceeded your limit for a future-dated template although you may be well within your daily limit for a collection or payment template with today as a Deliver By date. • Submit Up to: Max amount users are able to submit. • Authorize Up to: Max amount users can authorize for other users. 1

2

3

1. (Optional) Click the “Select All” link to select all permissions in a section. 2. Use the toggles to enable and disable permissions. 3. Click a payment type to create transaction access limits. The following

Users: Adding a New User options will vary depending on the payment type chosen.