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Welcome
Security
Getting Started
Logging In
General Navigation
User Maintenance
Account Maintenance
Password Change
Balance Alerts
Account Summary
Account Detail
ACH Origination
Participant Maintenance
Batch Template Maintenance
Transaction Entry Maintenance
Initiating an ACH Batch
Book Transfers
Add Recurring Book Transfers
Update Book Transfer
Initiating Tax Payments
Bill Pay
Additional Services

 

 

The User Maintenance option is used to add, modify and delete end-users and enable the services and accounts they can access. User Maintenance controls let you create a “profile” for each user. This profile includes a unique ID and secure password, as well as permission settings that allow the user to access certain accounts and user specific services.

 

From the Administration menu, select the User Maintenance link.

 



Select the User from the drop-down list, or choose New. Enter details for the User Name and ID.
Enter details for the Password or e-mail address information.
Select the accounts and functions to grant access for the specific user.
Select the system features to grant access to the user. You can even set a transaction or daily limit for payment entries.
Click the Add button to enter the new end-user to the user list. Click Update to save any changes made to the user’s system privileges.

 

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