Montecito Bank & Trust Business & Commercial Online Banking eGuide

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Features When assigning user rights, the Features tab lets you control who can edit templates or manage users, subsidiaries or recipients. Depending on their User Policy or job roles, some users may have different responsibilities than others.

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11 12 13 14 15 16 21 22 23 24 25 26 1 2 3 4 5 6 K L M N O P U V W X Y Z A B C D E F 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 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 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 A1 B1 C1 D1 E1 F1 G1 H1 I1 a 2a 3a 4a 5a 6a 7a 1b 2b 3b 4b 5b 6b 7b 1c 2c 3c 4c 5c 6c 7c 11a 12a 13a 14a 15a 16a 17a 11b 12b 13b 14b 15b 16b 17b 1d 2d 3d 4d 5d 6d 7d A1 B C1 D1 E1 F1 G1 A2 B2 C D2 E2 F2 G2 A3 B3 C3 D3 E3 F3 G3 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 K L M N O P Q U V W X Y Z A B C D E F G J1

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 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 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

In the Cash Management tab, click User Roles . 1. Click the

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icon next to an existing user role or click the Create Role button 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

and follow the steps on page 21 to create a new user role. 2. Click the Features tab. 3. Enable a feature by clicking on a specific right. Dark boxes with a check mark indicate that the feature is active. 4. Disable a feature by clicking on it to make the box white. This indicates that the feature is inactive. 5. Click Save when you are finished making changes. J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1

1a 2a 3a 4a 5a 6a 1b 2b 3b 4b 5b 6b 1c 2c 3c 4c 5c 6c J2 J3

A2 B2 C2 D2 E2 F2 G2 H2 I2

A3 B3 C3 D3 E3 F3 G3 H3 I3

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1d 2d 3d 4d 5d 6d

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

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A1 B1 C1 D1 E1 F1 G1 H1 I1

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A2 B2 C2 D2 E2 F2 G2 H2 I2

A1 B1 C1 D1 E1 F1 A2 B2 C2 D2 E2 F2 A3 B3 C3 D3 E3 F3

A3 B3 C3 D3 E3 F3 G3 H3 I3

Note : If Manage Users is assigned to a user, they can change their own rights. Be sure to limit which users have this feature.

Treasury: Creating, Editing or Copying a User Role

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