Managing user roles1/7/2021
Commercial online banking offers extensive user role controls that dictate the feature entitlements and dollar limits for one or more users. The video above and guide below share steps to create new roles with one or multiple levels of specific user access and limitations, including for drafts, subsidiaries, accounts, draft hours and SEC codes. Viewing rights, approval limits and non-transactional feature settings can be configured for each role. Also covered is how to edit, copy or delete existing roles.
Download the Quick Reference Guide
Questions about user roles?
Please contact a member of our treasury support team at 1-800-542-8191.