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13
Business Banking
Note
: Limits and allowances created in user roles control what is
allowed at the company level. Restrictions may not exceed the limits set
in the Company Policy.
User Roles
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10
11 12 13 14 15 16 17 18 19 20
1 2 3 4 5 6 7 8 9
4.
View and edit a user’s specific transaction and approval limits by selecting a
Transaction Type in the Overview tab.
5.
Disable a user’s ability to Draft, Approve, Cancel, or View transactions by clicking
the check marks under each column.
•
Can view only their activity
•
Can view activity of all users
•
Can view activity by others.
•
Cannot view activity of any user