HOW TO SETUP A NEW USER

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Barbara Carroll
5 years ago
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1 In this guide you will learn how to create a new user, define their settings, assign limits and permissions, and establish their Single Sign On credentials in the Online Banking System. User Administration is accessed by selecting Cash Manager on the navigation menu and then selecting the Users option.

2 To add a new user for your company, select New CM User.

3 First, specify the new user s name and user ID. You will refer to this ID later when creating the Single Sign On credentials. Next, determine the user s Administration privileges. Select Yes if you want this user to have full authority to add, edit or delete other users in the system. If you want to allow this user to change personal settings, select Partial. Choose the View option to allow the user to view the settings of other users, but not change them. Enter a password for the user ID. You will refer to this password later when creating the Single Sign On credentials. The Wire Password is required when the user enters or transmits a repetitive wire transfer. Leave this field blank if the user will not be performing either of these tasks.

4 Next, determine whether the user can view the Position/Activity Report. Leave the Hold User option unchecked. You can use this option later if a user s access needs to be put temporarily on hold. Enter an address for the user. Next, enter the user s mobile phone number and wireless provider address to receive alerts via text message.

5 The Access Times section allows you to specify when the user can access the system.

6 Now you will define the user s limits and entitlements. Please note, some items may be disabled based on the services that your company is enrolled in. Enter the appropriate payment and transfer limits for the user. The Dual Wire Control setting determines if wires entered by this user will require approval from another user. It is highly recommended that your company utilize dual wire control. Enter the Dual Wire Control Limit for the user. The user will not be able to enter, edit or initiate a wire over this amount. You can determine the ACH related tasks this user can perform by selecting the appropriate check boxes. For additional information regarding ACH setups, please refer to the ACH Overview video. Select Submit to continue. The new user s settings are saved. Please contact Treasury Management support to notify the bank that you have added a new user. The bank will review and approve the new user.

7 Next, choose the system functionality the user can access and specify which accounts they are entitled to. When complete, select Submit. The new user s settings are now saved with a status of Pending Approval. Once the user is approved by the bank the status will change to New. To activate a new user, you must create the user s Single Sign On credentials.

8 First, log out of the system. Next, Log back into the system using the Online Banking ID that the bank provided. Enter your Online Banking Password.

9 Next, enter the Cash Management ID and Password. These fields were defined on the Cash User Settings screen at the beginning of this process. Select Login to continue. You will be prompted to change the Cash Management password. Enter the password information and select Login.

10 The new user now has a status of Active and can access the system. Going forward, you can modify the settings for a user by selecting an option on the dropdown list. The User Settings option allows you to change the user s personal settings. The Default Settings option allows you to change the user s access to certain functionality. The Account Settings option allows you to change the user s permissions and limits at the account level. For more information about adding a new user, please contact The Treasury Management Department.

11 Next, create the Single Sign On ID and password for the user. Please note the Single Sign On ID must be different from the Cash Management User ID defined earlier in this process. Provide these credentials and the instructions on how to change the password to the new user. The new user will enter these credentials when they access the system. When complete, select Login. Select the Logout button to complete the process.

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