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

VI

Skipping Payments......................................................................................................78 Deleting Payments......................................................................................................79 Setting Up eBills...........................................................................................................80 Calendar. ......................................................................................................................81 Adding an Account......................................................................................................82 Editing an Account.......................................................................................................83 Deleting an Account....................................................................................................84 Editing Alerts................................................................................................................85 Categories. ...................................................................................................................86 Editing a Category. ......................................................................................................87 Deleting a Category.....................................................................................................88 User Management User Roles Overview...................................................................................................89 Creating, Editing or Copying a User Role..................................................................90 Part 1 of 9: Establishing Transaction Type Rights............................................................. 91 Part 2 of 9: Disabling a Transaction Type.......................................................................... 92 Part 3 of 9: Enabling Operation Rights. ............................................................................. 93 Part 4 of 9: Choosing the Maximum Draft Amount. ........................................................ 94 Part 5 of 9: Selecting Subsidiaries. ..................................................................................... 94 Part 6 of 9: Enabling Allowed Accounts............................................................................. 95 Part 7 of 9: Choosing Drafting Hours................................................................................. 95 Part 8 of 9: Choosing the SEC Code. .................................................................................. 96 Part 9 of 9: Editing Approval Limits for a Transaction Type............................................ 97 User Role Policy Tester........................................................................................................ 98 Deleting Allowed Actions.................................................................................................. 100 Establishing Rights to Access Features........................................................................... 101 Establishing Rights to Access Accounts.......................................................................... 102 Deleting a User Role................................................................................................. 103 Users Overview......................................................................................................... 104 User Management Overview. .......................................................................................... 105 Adding a New User ........................................................................................................... 106 Editing a User............................................................................................................ 107 Deleting a User. ........................................................................................................ 108 Services Stop Payment Request. ........................................................................................... 109 Single Check ...................................................................................................................... 109 Multiple Checks . ............................................................................................................... 110 Mobile Deposit Enrollment. .................................................................................... 111 Mobile Deposits........................................................................................................ 112 Text Enrollment........................................................................................................ 113