Today's Bank Business Online Bankng User Guide
8
Adding a New User An authorized user with Manage Users rights can set up a new user by first creating a profile, unique login ID and password. Once you establish a user and their login credentials, you can begin assigning user rights by accessing their User Policy.
1
2
3
4
5
6
7 In the Cash Management tab, click Users . 1. Click the New CM User tab. 2. Enter a user name. 3. Enter the user’s email address. 4. Use the drop-down to select an administration status.
• No: No administration rights • Yes: Full administrative rights
• Partial: Partial administration to change settings but not add new users. • View: Can view administrative access and functionality but not make changes. 5. Enter a wire password. 6. Check the box to view position/activity reports for the user. 7. Check the box to hold the user.
Users: Users Overview
Made with FlippingBook - Share PDF online