User Set Up

The User Set Up page initially displays only summary data for active business users. You can view summary data for disabled users and detailed data for any user as described in the steps below.

1. Select the Show Disabled Users check box to view summary data for both active and disabled users. The data listed for each user includes the user’s Name, Sign-On ID, and Status; a Locked indicator indicating if the user is locked out of the system after too many failed log in attempts; and check boxes indicating if the user can View account data, issue Stop payments, or request Transfers. The possible Status values are Active, Disabled, or First Approval (if only one of two required business users has approved the indicated user).

Note: The Stop and Transfers check boxes may not display depending on how the system and the accounts are configured by your financial institution.

2. To view detailed data for any user, click the user’s Sign-On ID. The User Set Up – Edit User page displays. You can use this page to view detailed User Information and continue to other pages to view Account Access, ACH Rights, and Wire Rights for the user. For the procedure describing how to edit the user’s data, refer to the Editing a User section.

Note: ACH Rights only display if your business or credit union is enabled for ACH and you have ACH rights. Wire Rights only display if your business/credit union is enabled for Wire Transfers and you have Wire rights. The Remote Deposit Capture column only displays in Account Access if the main business users or subsidiaries are set up for Business Mobile Remote Deposit Capture.

1. Click any column header to sort the user setup data by the values in the column. For example, click the Name header to sort data by the values in the Name column. The direction of the sort (ascending/descending) is indicated by the up/down indicator next to the header.
2. To change the direction of a sort, click the column header again.

Note: When a column header is initially clicked to sort user setup data by the values in the column, the data sorts in ascending order by the values. Click the header again to sort data in descending order.

1. Click Add New User at the bottom of the User Set Up page.
2. When the Step 1 User Information page displays:

Note: The Failed Logins section displays the Maximum Allowed logins that the new user is allowed to enter incorrectly (or fail) as defined by your financial institution along with the number of Current Failed Logins for the user.

1. Type all of the information requested in the User Information section including the new User's Name, Email, Sign-On ID, and Password. (The email address and password must be confirmed or entered a second time.)
2. In the User Rights section, select the appropriate check boxes to indicate if the user can Manage Company setup data, Manage Accounts setup data, Manage Users setup data, and/or Manage (or request) Reports. These check boxes only appear for a new user if you have been assigned each of these rights.
3. In the Other Services section, select the appropriate check boxes to choose other services for the user. If you do not have rights to a specific service, it will not appear in this list.
4. Click Continue to save all the User Information and go to the next step, Save and Exit to save all the User Information and exit from this procedure, or Cancel to return to the User Set Up page.
3. On the Step 2 Account Access page,

Note: This page only displays if one or more accounts are defined for your business or credit union.

1. To allow a new user to view data for a specific account, select the View check box in the row identifying the account.
2. Select the Stop check box in a row identifying an account to allow a new user to issue Stop payments for the account. This check box does not display if your financial institution has disabled stop payments for your business/credit union, or if the account type does not permit stop payments.
3. Select the Transfers check box in the row for an account to allow a user to request fund transfers to/from the account. This check box does not display if transfers are not allowed for the account as described in the Editing an Account section.
4. Select the Remote Deposit Capture check box in a row identifying an account for which a new sub user should be granted Remote Deposit Capture permission. This check box does not display if the main business user or subsidiary is not set up for Business Mobile Remote Deposit Capture, or if the account type is not eligible for Remote Deposit Capture.
5. Repeat Steps 3a through 3c for each account to allow a user to View account data, issue Stop payments, or request Transfers.
6. Click Continue to save the Account Access data and go to the next step; Back to return to the Step 1 page to change the User Information for the user; Save and Exit to save all the data currently entered for the user and exit from this procedure; or Cancel to return to the User Set Up page.
4. On the Step 3 ACH Rights page:

Note: This page only displays if your business or credit union is enabled for ACH on the Business Online Banking online administration system. You must also have ACH rights that were assigned to you as described in this step (when your rights were either created as a new user or edited).

1. Select the Select All ACH Rights check box to assign all rights in this list to a new user (i.e., Set Up Templates, Add ACH Transactions, Edit ACH Transactions, and Release).
2. You can also select one or more of the following check boxes to assign the indicated rights to the new user:
• Select the Set Up Templates check box to allow the user to add, edit, or delete ACH templates.
• The Add ACH Transactions check box enables the user to add ACH transaction sets.
• The Edit ACH Transactions check box allows the user to edit ACH sets.
• If you select the Release check box, the user can release ACH sets.
3. In the Approvals and Approval Limits section:
• Select the 1st Approval check box if the user can complete the first approval step for an ACH set. You must also type a dollar Limit value. The user can then enter a first approval for an ACH set with transactions totaling up to the specified limit.
• Select the 2nd Approval check box if the user can complete either the first or the second approval step for an ACH set. You must also type a dollar Limit value. The user can then enter a first or second approval for an ACH set with transactions totaling up to the specified limit.
4. In the Normal ACH Rights dropdown list, select the appropriate option to indicate if a user can change the data in an ACH set or template where the security is not set to Sensitive. Choose the No Change Rights option to allow the user no change rights, or Change Amounts Only, Change Everything Except Account Information, or Change Everything.
5. In the Sensitive ACH Rights dropdown list, select the appropriate option to indicate if a user can change the data in an ACH set or template where the security is set to Sensitive. Choose the No Rights option to allow the user no change rights, or Change Amounts Only, Change Everything Except Account Information, or Change Everything.
6. Click Continue to save the ACH Rights data and go to the next step; Back to return to the Step 2 page to change the Account Access data for the user; Save and Exit to save all the data currently entered for the user and exit from this procedure; or Cancel to return to the User Set Up page.
5. On the Step 4 Wire Rights page:

Note: This page only displays if your business or credit union is enabled for Wire Transfers on the Business Online Banking online administration system. You must also have Wire rights that were assigned to you as described in this step (when your rights were either created as a new user or edited).

1. Select the Select All Wire Rights check box to assign all rights in this list to the user (i.e., Set Up Templates, Approve Templates, Add Wires, Edit Wires, and Release).
2. You can also select one or more of the following check boxes to assign the indicated rights to a user:
• Select the Set Up Templates check box to allow the user to add, edit, or delete wire templates.
• Select the Approve Templates check box to allow the user to approve wire templates.
• The Add Wires check box enables the user to add wires.
• The Edit Wires check box allows the user to edit wires.
• If you select the Release check box, the user can release wires.
3. In the Approvals and Approval Limits section:
• Select the 1st Approval check box if the user can complete the first approval step for a wire template or wire. You must also type a dollar Limit value. The user can then enter a first approval for a wire template or wire with a specified amount up to the indicated limit.
• Select the 2nd Approval check box if the user can complete either the first or the second approval step for a wire template or wire. You must also type a dollar Limit value. The user can then enter a first or second approval for a wire template or wire with a specified amount up to the indicated limit.
4. Click Save to create the user and return to the User Set Up page, Back to return to the previous page for creating the user, or Cancel to return to the User Set Up page.

Note: You cannot change your own user data unless the Allow Subusers with Manage Users Rights to Edit their Own Profile check box is selected on the Company Set Up page as described in the Editing Company Setup Data section.

1. Click the user’s Sign-On ID on the User Set Up page.
2. When the Step 1 User Information page displays, you can:
1. Follow the instructions described in step 2 of the Adding a New User section to edit the User Information.

Note: If the user is inactive, click the Enable User button to activate the user. If the user is active, use the procedure described in the Disabling Users section to disable the user.

2. Select the Reset check box in the Failed Logins section to reset the number of Current Failed Logins for the user to zero (0).
3. Follow the instructions in Steps 3 through 5 described in the Adding a New User section to continue editing the user’s data.
4. Do one of the following to view and manage the devices registered to Mobiliti Business users:
   

To…	Go to…
Refresh the status of a device real time	Step 3
Delete one or more devices registered to the Mobiliti Business user	Step 4
Delete the Mobiliti Business user and all registered devices	Step 5
Exit	Step 6

3. To refresh the status of a device in real time for the Mobiliti Business user, click Refresh Status in the Mobile Devices section.

The User Set up – Edit User page redisplays with a refreshed status for each device. If no devices are registered to the Mobiliti Business user, the “There are no mobile devices registered for this user” message displays.

4. To delete one or more devices registered to the Mobiliti Business user:
1. Select the Delete Device check box in the device line item of the grid that displays all devices registered to the user.

Note: Multiple Delete Device check boxes may be selected to delete multiple devices.

2. Click Delete.
3. The Confirmation pop-up window displays. Click Yes – Delete to delete the mobile device or No to cancel the deletion.
4. Go to step 1.
5. To delete the Mobiliti Business user and all registered devices:
1. Select the Delete Device check box for all devices registered to the user.
2. The Confirmation pop-up window lists all devices selected for deletion and displays the “Deleting all devices for this user will delete this user from Mobiliti Business.” Click Yes – Delete to delete the user and all registered mobile devices or No to cancel the deletion.
3. Go to step 1.

6. Click Save and Exit.

If a sub user is created or edited and dual control is enabled for a business, the User Setup page displays Part Approved in the Status column for the user. A business administrator, secondary administrator, admin agent, or sub user with approval rights must then approve the user by performing the following steps.

1. Sign on and navigate to the User Setup page.
2. Select the check box for each sub user to be approved.

Note: The check box in the left column does not display for the user who created or edited the sub user.

3. Click Approve User. The page refreshes and the Status column displays Active for the sub users.

Note: You cannot disable your own user profile unless the Allow Subusers with Manage Users Rights to Edit their Own Profile check box is selected on the Company Set Up page as described in the Editing Company Setup Data section.

To disable one or more active users on the User Set Up page:

1. Choose each user to be disabled by selecting the small box next to the Name of the user. You can also select the small box next to the Name column header to disable all active users listed on the page.

Note: You can select a user with a Status of either Active or First Approval (indicating that only one of two required users has approved the user).

2. Click Disable User.

The Status of each disabled user changes to either Disabled or First Approval (if two users are required to disable the identified user).