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

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User Role Policy Tester The Policy Tester gives you the ability to test possible actions before making the changes within the User Role. This allows you to see if the user is able to perform a certain transaction based on the Bank Policy, Company Policy and User Role Policy.

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In the Treasury Management tab, click Manage User Roles . 1. Click the icon next to an existing user role or click the Create Role button and follow the steps on page 91 to create a new user role. 2. Select the transaction type in the Overview tab that you would like to run a test on. 3. Click the Open Policy Tester button. 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 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I A1 B1 C1 D1 E1 F A2 B2 C2 D2 E2 F A3 B3 C3 D3 E3 F 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 J1 A1 B1 C1 D1 E1 F1 G1 H1 I1

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User Management: Creating, Editing or Copying a User Role