Montecito Bank & Trust Business & Commercial Online Banking eGuide

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Treasury: Creating, Editing or Copying a User Role
In the Cash Management tab, click User Roles .
1. Click the icon next to an existing user role or click the Create Role button
and follow the steps on to create a new user role.
2. Select a transaction type in the Overview tab that you would like to run a test
on.
3. Click the Policy Tester tab.
User Role Policy Tester
The Policy Tester gives you the ability to test out possible actions before making
the changes within the User Role. You will see if the user is able to perform a certain
transaction based off of the Bank Policy, Company Policy and User Role Policy.
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