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

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Part 4 of 9: Choosing the Maximum Draft Amount If you have Manage Company Policy rights, you can choose the maximum amount of funds that can be drafted per transaction. This cannot exceed the Company Policy.

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1. Click the Amount action. 2. Enter the maximum draft amount or click Any for an unlimited amount. 3. Click the OK button when you are finished making changes. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b Part 5 of 9: Selecting Subsidiaries Some users may not need to access to certain subsidiaries. You can limit which subsidiaries a user can use when creating a transaction. J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

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1. Click the Subsidiaries action. 2. Select a subsidiary the user has authorization to use. 3. Click the OK button when you are finished making changes.

User Management: Creating, Editing or Copying a User Role

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