The Harvard State Bank Digital Banking Business Features Guide

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Settings Contact Settings...........................................................................................................79 Adding a New Phone............................................................................................................ 79 Editing a Phone..................................................................................................................... 80 Deleting a Phone.................................................................................................................. 81 Editing an Email Address..................................................................................................... 82 Sub-Users Sub-Users Overview....................................................................................................83 Sub-Users Overview............................................................................................................. 84 Adding a New Sub-User ...................................................................................................... 85 Editing a Sub-User.......................................................................................................87 Part 1: Editing Sub-User Access.......................................................................................... 88 Part 2: Editing Sub-User Limits........................................................................................... 89 Part 3: Editing Sub-User Authentication............................................................................ 90 Deleting a Sub-User....................................................................................................91 Company Management Company Management Overview.............................................................................92 Adding Participant to an Existing Company.............................................................93 Uploading Participants........................................................................................................ 95 Editing a Company......................................................................................................96 ACH New ACH Batch............................................................................................................97 Part 1: Creating an ACH Batch............................................................................................ 97 Part 2: Adding an Existing Participant................................................................................ 99 Part 3: Adding a Detailed Record.................................................................................... 100 Part 4: Finalizing the ACH Batch...................................................................................... 102 Part 5: Scheduling the ACH Batch................................................................................... 103 Part 6: Reviewing the ACH Batch..................................................................................... 104 Part 7: Multi-Factor Authentication................................................................................. 105 Creating an ACH Template......................................................................................106 Part 1: Creating an ACH Template................................................................................... 106 Part 2: Adding an Existing Participant............................................................................. 108 Part 3: Adding a Detail Record......................................................................................... 109 Part 4: Finalizing an ACH Template................................................................................. 111 Part 5: Reviewing an ACH Template................................................................................ 112 Initiating a Template................................................................................................113 Part 1: Initiating a Template............................................................................................. 113 Part 2: Scheduling an ACH Batch..................................................................................... 115 Part 3: Reviewing an ACH Batch...................................................................................... 116 Part 4: Multi-Factor Authentication................................................................................. 117