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