Business Online. Senior Administrator Version First-time Login Instructions and New User Setup Steps. Quick Start Guide

Transcription

1 Business Online Senior Version First-time Login Instructions and New User Setup Steps Quick Start Guide

2 for the First Time 1. In the Access ID field, enter your Access ID, and click. 2. In the Password field, enter the password provided by your financial institution, and click. Complete Multifactor Authentication Enrollment Password: myaccessid123 First-time users are automatically directed to the Multifactor Authentication enrollment page. 1. Provide your address, if needed. 2. Select and answer three challenge questions. 3. Select a personal or public computer option button. Note: Only register personal computers that you frequently use and are not available for public use. 4. Click. You are now registered with the system. Remember your Access ID, Password and authentication details for future use. Contact Information Address: my @mydomain.com Confirm Address: my @mydomain.com Challenge Questions and Answers Question 1: What is the name of your first pet? Your answer: Spot Question 2: What is your favorite movie? Your answer: The English Patient Question 3: What is your favorite book? Your answer: To Kill a Mockingbird Select One of the Following Options: This is a personal computer. Register it. This is a public computer. Do not register it. All Fields are Required and may Only Contain A through Z and 0 through 9. Once you have completed Multifactor Authentication enrollment, log in to online banking using your current Access ID. Click. You will be asked to change your password. It must be at least 8 characters in length, and contain 1 uppercase letter, 1 lowercase letter, 1 number and 1 special character. Current Password: New Password: my1newpass4me Confirm Password: my1newpass4me Please choose a new password. It must be at least 8 characters in length, and contain 1 uppercase letter, 1 lowercase letter, 1 number and 1 special character. Cancel 1 Fiserv

3 with Multifactor Authentication Each time you log in to online banking, your financial institution assesses whether it recognizes your computer. If your computer is recognized you will be prompted to enter your password. If your computer is not recognized, you will be presented with a Security Challenge prompting you to answer one of the challenge questions set up during enrollment. 1. Correctly answer your challenge question. 2. Select a personal or public computer option button. Note: Only register personal computers that you frequently use and are not available for public use. 3. Click. After successfully completing the Security Challenge, enter your password, and click. myaccessid123 Password: my1newpass4me Security Challenge This is not a recognized PC. Please answer the security challenge question to continue. What is the name of your first pet? Your Answer: Spot Select One of the Following Options: This is a personal computer. Register it. This is a public computer. Do not register it. Password: myaccessid123 myaccessid123 my1newpass4me 2 Fiserv

4 Add a New Employee 1. Go to the Administration menu. Under the Employee list, select Profile and Permissions. 2. Select the New Employee option button on the Select Employee Criteria page. 3. Click. The New Employee page displays. 4. Enter the employee s basic information, including contact information, role assignments, and administrative privileges. 5. Enter a unique Access ID for the employee. The Senior must communicate this ID to the employee. Passwords will be autogenerated and sent to the employee once the Senior clicks the appropriate link. 6. Select which electronic documents, individual accounts, and applications (such as ACH or wires) the employee can access. 7. Click Next. 8. Depending on the option selected, Senior s will need to go through additional options before clicking Finish. Administration Employee Profile and Permissions Accounts Select Employee Criteria Inquire Employee Change Employee New Employee New Employee Using Existing Employee Delete Employee Step 1 - Codes Name: Security Level: Employee Group: Transaction Exports: Contact Methods Address Phone Numbers Business Phone: Business Phone Ext: Client Details Client Name Training Company Security anntester PIN: Terms Acceptance Date Yes Client Number Security Level Employee Supervisor Senior * Authorizations Not authorized to review transfers Authorized to review transfers only within their Employee Group Authorized to review all transfers Authorized to review all transfers and can assign administrators New Employee 1 - Codes Name: Confirm Password: Multifactor Authentication Token Status: Token Type: *Only financial institution can set up Senior 3 Fiserv

5 Connect With Us For questions, call: Business Client Services Fiserv, Inc. or its affiliates. All rights reserved. Fiserv is a registered trademark of Fiserv, Inc. Other products referenced in this material may be trademarks or registered trademarks of their respective companies. 02/14