Capital Bank Commercial Online Banking Guide

Add/Change/Remove Users The Add/Change/Remove Users option is used to add, modify and delete end-users and assign the services and accounts they can access. This feature controls allow the company administrator to create a “profile” for each user. This profile includes a unique ID and secure Password, as well as permission settings that enable the user to access certain accounts and user-specific services. From the Administration menu, select Add/Change/Remove Users under Manage Users.

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Time Delivery option within their Commercial Online Banking login access. 4 8 Select the accounts and functions to grant access to this user. 5 8 For ACH, Federal Tax Payments or Wire Transfer access, enter an amount here to set a user’s daily and transaction limit.

1 8 To add a new user, click New . To edit a user, select the name from the drop-down menu. 2 8 Enter or edit the User Name , User ID , User Password , Confirm Password and Email Address information. 3 8 Under the MFA One-Time

Passcode Delivery Options, enter the users phone number(s) and any additional email addresses (if applicable) in the appropriate fields. The Text feature will be grayed out; only the user can enable this feature under the Manage One-

6 8 Click Update to save the

information for this user. Click Delete to remove this user and their system privileges. You can choose List to see permissions.

Note: Changes in Add/Change/Remove Users do not affect sessions that are already underway. Users with active sessions must log out and then log back in to see modifications made in User Information and Feature/Services.

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