Sunrise Banks Personal and Small Business Online Banking and Mobile App User Guide

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Transaction Enrichment.............................................................................................79 Card Details .................................................................................................................80 View Digital Card .................................................................................................................. 80 Spend Insights...................................................................................................................... 81 Card on File........................................................................................................................... 82 Controls & Alerts.........................................................................................................83 Locations............................................................................................................................... 83 Merchant Types.................................................................................................................... 85 Transation Types.................................................................................................................. 86 Spend Limits......................................................................................................................... 87 Alerts ............................................................................................................................88 Location Alerts...................................................................................................................... 89 Merchant Alerts.................................................................................................................... 90 Transaction Type Alerts....................................................................................................... 91 Spend Limit Alerts................................................................................................................ 92 Card Management Recent Transactions..................................................................93 Manage Travel Plans...................................................................................................94 Creating a Travel Plan.......................................................................................................... 94 Editing a Travel Plan ............................................................................................................ 96 Deleting a Travel Plan.......................................................................................................... 97 Report Card Lost/Stolen.............................................................................................98 Set PIN..........................................................................................................................99 User Roles User Roles Overview................................................................................................ 100 Creating, Editing or Copying a User Role .............................................................. 101 Part 1 of 10: Choosing a Transaction to Edit in User Roles.......................................... 102 Part 2 of 10: Establishing Transaction Type Rights....................................................... 103 Part 3 of 10: Approval Limits ........................................................................................... 104 Part 4 of 10: Disabling a Transaction Type .................................................................... 105 Part 5 of 10: Allowed Actions .......................................................................................... 106 Part 6 of 10: Enabling Operation Rights......................................................................... 107 Part 7 of 10: Choosing the Maximum Draft Amount.................................................... 108 Part 8 of 10: Selecting Subsidiaries................................................................................. 108 Part 9 of 10: Enabling Allowed Accounts........................................................................ 109 Part 10 of 10: Choosing Drafting Hours ......................................................................... 110 User Role Policy Tester..................................................................................................... 111 Deleting Allowed Actions ................................................................................................. 113 Establishing Rights to Access Features........................................................................... 114 Establishing Rights to Access Accounts.......................................................................... 115 Deleting a User Role ................................................................................................ 116