Company and User Set Up. Company Policy. NOTE: The Company Policy controls the companylevel feature entitlements and dollar limits.
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1 Company and User Set Up Company Policy NOTE: The Company Policy controls the companylevel feature entitlements and dollar limits. 1. Select Commercial and then Company Policy. 2. Select a transaction type that you d like to set parameters around by clicking on the name of the transaction type (e.g., ACH Collection). 1
2 Company Policy Allowed Actions NOTE: One or multiple levels may be set up to establish general or granular user limitations. 3. Select the Draft Amount box. Specify the dollar amount that will be the limit for the allowed action being set up. NOTE: A designation of Any means that there is no dollar limit restriction for the draft amount. 4. Select the Approvals box. Between one and five required approvals can be set. Select or + to change. NOTE: The number of approvals designates how many users must approve the transaction before it is fully authorized for ANB Bank to process. 5. Select the Accounts box. Choose the account(s) that can be accessed for this transaction type. 2
3 Company Policy 6. Select the Subsidiaries box. Select the subsidiary or subsidiaries allowed for this transaction type. 7. Optional: Select the Draft Hours box. Select the days and hours allowed for this transaction type. NOTE: The days of the week down the left side and the hours of the day across the top can be clicked to select an entire row or column. The individual boxes can also be selected or deselected. 8. Optional: Select the Locations box. Choose the country or countries within North America from where this transaction type may be drafted. Select OK when done. NOTE: If no countries are designated (Any), there will be no restriction placed on draft source location. Once a country or countries have been selected, IP addresses sourced from all other countries worldwide will be denied. 9. Optional: Select the IP Addresses box. Enter the IP address and/or IP address range(s) to be allowed from where this transaction type may be drafted. All other source IP addresses will be denied. Select OK when done. NOTE: If no IP address or IP address range is designated (Any), there will be no restriction placed on IP address origination. 3
4 Company Policy 10. Optional: Select the Policy Tester to validate the Company Policy functionality to assure the setup is as needed. NOTE: If the policy test is unsuccessful, the reason for the failure will be designated on the screen. 12. Repeat steps 2-10 for each transaction type. 13. Select Save. NOTE: It is not necessary to select Save after setting up each transaction type. Select Save once all necessary changes have been made to save time. 4
5 Company Policy Approval Limits 11. Select the Approval Limits tab to view the dollar and count limits assigned by ANB Bank. NOTE: ANB Bank sets the approval dollar limits for the Company Policy. (This screen is for viewing purposes only and cannot be edited. Lower limits may be applied to the User Roles, see User Roles instructions.) User Rights 14. Select the User Rights tab to view the nontransactional features assigned by ANB Bank. 5
6 Company Policy NOTE: ANB Bank sets the User Rights based on your contract. (This screen is for viewing purposes only and cannot be edited.) Accounts 15. Select the Accounts tab to view the account rights assigned by ANB Bank. NOTE: ANB Bank sets the account access for the Company Policy. (These settings are for viewing purposes only and cannot be edited.) NOTE: The User Roles tab is a shortcut for accessing the User Roles page. (Reference the User Roles document for instructions on this feature.) 6
7 User Roles User Roles NOTE: Each User Role controls feature entitlements and dollar limits for one or more company users with like roles and needs to be assigned to each user. 1. Select Commercial and then select User Roles. Move the user rolls screen shot down inset new screen shot here NOTE: Three actions can be performed on an existing user role. a. Select the pencil icon to edit the user role. b. Select the double paper icon to copy the user role. c. Select the trash bin to delete the user role. 2. Select Create Role to create a new user role. 3. Name the role and provide a description select Continue. 7
8 User Roles 4. Select a transaction type by clicking on the corresponding red link. Allowed Actions NOTE: One or multiple levels may be set up to establish general or granular user limitations. 5. Select the Operations box. Specify the allowed operation(s) for the selected transaction type. a. Draft allows a user to initiate a transaction. b. Approve allows a user to authorize a transaction. c. Cancel allows a user to cancel a drafted transaction. 8
9 User Roles 6. Select the Amount box. Specify the dollar amount for the allowed action. 7. Select the Accounts box. Choose the account(s) allowed for this transaction type. 8. Select the Subsidiaries box. Choose the subsidiaries allowed for this transaction type. 9. (Optional) Select the Draft Hours box. Choose the days and hours allowed for this transaction type. NOTE: Select the days of the week in grey and the hours of the day across the top to indicate days and hours for the transaction. Individual hour boxes can also be selected. 9
10 User Roles 10. (Optional) Select the Policy Tester to validate the User Role functionality to assure the setup is as needed. NOTE: If the policy test is unsuccessful, the reason for the failure will be designated on the screen. Rights 11. On the Rights tab, select the appropriate right for the user role s ability to view transactions in the Activity Center. 10
11 User Roles a. Can view transactions initiated by any online banking user within the company. b. Can only view the user s own transactions. c. Can view transactions initiated by users who are assigned to the same user role. d. Cannot view any transactions. Approval Limits 12. Select the Approval Limits tab to view and modify the dollar and count limits assigned by ANB Bank. 11
12 User Roles User Rights 13. Select the User Rights tab to view and modify the non-transactional features. Select features to enable or disable. 14. Repeat steps 3-12 for each transaction type. Accounts 15. Select the Accounts tab to view and modify the account entitlements by selecting or under View, Deposit or Withdraw. 16. Save the User Role by selecting the Save button. NOTE: Show unassigned accounts allows the user to view accounts without any view, deposit or withdraw access. 12
13 User Management Creating New Users User Management Creating New Users 1. Select Commercial and then select Set up Users. 2. Select the Add User button. 3. Complete all fields on the new user form (Login ID and Password requirements are listed on the right side of the screen.) NOTE: Password assigned is temporary. User must login and change password within 250 hours before the password expires (If the Login ID is already in use you will not be able to save the user and will have to choose a new Login ID.) 4. Assign a User Role to the user. NOTE: User will be unable to log in without an assigned User Role. (See User Role Guide on how to create user roles.) 5. Select the Save button. 13
14 User Management Creating New Users 6. One of three update actions may be made to an existing user: a. Select Deactivate User to disallow a user from logging in without completely deleting the user. b. Select the User Role drop down menu to update the User Role for a user. Select Update Role upon completion. c. Select the Delete button to permanently delete the online user. This action cannot be undone. Note: The user role update will go into effect upon the user s subsequent logon after the change has been made. 14
15 Account Labeling Account Labeling NOTE: Account Labeling allows you to group accounts for easy identification. 1. Under the Commercial tab, select Company Policy. 2. Select Accounts tab. 3. Check the box next to each account that you would like to label. Next, select Edit Labels to start labeling your account. 15
16 Account Labeling 4. Enter a label name. 5. Select the Create button. 6. Select Add to label the chosen accounts. 16
17 Account Labeling 7. Select Close. NOTE: The label will be indicated next to each account that was selected. 8. Select Save to save the changes to the Company Policy. 17
Company and User Set Up. Company Policy. NOTE: The Company Policy controls the companylevel feature entitlements and dollar limits.
Company and User Set Up Company Policy NOTE: The Company Policy controls the companylevel feature entitlements and dollar limits. 1. Select Commercial and then Company Policy. 2. Select a transaction type
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