- Administrators have access to the user settings, including adding, editing, deleting, and approving company users in Treasury Management. Administrators also have the ability to set entitlements and limits for all users, increasing the security of the platform. They also have the ability to restrict login access based on IP address and time of day.
- Super Users have access to all accounts and transactional permissions enabled for the company. In order for a user to have access to user settings and all transactional functions, the user should be set up as both an “Admin” and a “Super User.
- Users are provided entitlements to perform certain actions (such as ACH, Wires, etc.) by Admins.
Once you are registered for Treasury Management, you will receive a “Welcome” email from us. You will need this email as it contains a link to access the new Treasury Platform the first time you log in. Once on, you’ll need to enter your Company ID and Login (User) ID. You will be prompted you to create a password, establish additional security, and accept the terms and conditions. Upon successfully setting up your account, you will then be directed to your Account Dashboard.