Exchange Bank Business Digital Banking User Guide
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Part 6 of 9: Selecting Subsidiaries Some users may not need access to certain subsidiaries. You can limit which subsidiaries a user can use when creating a transaction.
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1. Click the Subsidiaries action. 2. Select a subsidiary the user has authorization to use. 3. Click the OK button when you are finished making changes. Part 7 of 9: Choosing Drafting Hours You can also decide the time frame a user can create or draft transactions. This allows you to closely monitor when transactions occur or when drafted transactions need approval. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I
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1. Click the Draft Hours action. 2. Click the boxes to select the hours a user can draft or send a transaction. 3. Click the OK button when you are finished.
User Management: Creating, Editing, or Copying a User role
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