The Harvard State Bank Digital Banking Business Features Guide

2

Table of Contents Getting Started

Business Online Banking Overview.............................................................................6 Sub-Users................................................................................................................................ 6 Companies. ............................................................................................................................. 6 Transaction Type Overview..........................................................................................7 Logging In.......................................................................................................................8 Logging Off.............................................................................................................................. 8 Multi-Factor Authentication.........................................................................................9 DUO Mobile........................................................................................................................... 11 Resetting a Forgotten Password................................................................................13 Retrieve a Forgotten Username................................................................................14 Accounts Dashboard Overview..................................................................................................15 Account Details Overview...........................................................................................16 Transaction Details......................................................................................................18 Adding an External Account.......................................................................................20 Removing an External Account........................................................................................... 22 Organize Dashboard...................................................................................................23 Reorder Accounts................................................................................................................. 23 Rename Accounts................................................................................................................. 24 Hide/Unhide Accounts......................................................................................................... 25 App Appearance................................................................................................................... 26 Quick Pay......................................................................................................................27 Selecting Favorite Payees.................................................................................................... 27 Person to Person.................................................................................................................. 28 Bill Pay................................................................................................................................... 30 Security Protecting Your Information......................................................................................32 General Guidelines............................................................................................................... 32 Login ID and Password........................................................................................................ 32 Fraud Prevention.................................................................................................................. 32 Login Settings...............................................................................................................33 Change Username................................................................................................................ 33 Change Password................................................................................................................. 34 Change Security Questions................................................................................................. 35 Recent Logins...............................................................................................................36

Made with FlippingBook flipbook maker