Field Definitions: Secondary Users

The definitions listed below are in alphabetical order for quick reference.

ACH Appr

Selected - The secondary user can approve the batches of other secondary users, including batches that are over the limits set by your financial institution.

Any batches that are over the financial institution limit still need to be approved by your institution.
Cleared - If a secondary user does not select this option, all of the batches must go through item approval and be approved by either the primary or secondary with ACHApr rights.

ACH Batch Limit

The maximum dollar amount that can be transferred via ACH Batches.

ACH Cr

Select this check box to enable the user to create/edit ACH credit transactions (not allowed if the Edit $$ Only check box is selected).

ACH Db

Select this check box to enable the user to create/edit ACH debit transactions (not allowed if the Edit $$ Only check box is selected).

ACH TP

Select this check box to enable the user to create/edit tax payment transactions.

ACH WT

Select this check box to enable the user to create/edit wire transfer transactions (use of templates is implied).

Advance to Next Security Question

Select this check box to allow the user to skip to another security question.

Allow User to Edit ACH Companies

Select this check box to allow the user to edit company information for use in ACH batches.

Allow User to Edit ACH Participants

Select this check box to allow the user to edit cash management participants.

Allow User to Access ACH Reports

Select this check box to allow a user to access ACH reports.

Allow User to Access Bill Pay

Select this check box to give the user access to bill pay.

Allow User to Access Messaging

Select this check box to allow the user to access messaging and to compose or read messages.

Allow User to Access Mobile Banking

Select this check box to give the user access to Mobile Banking.

Allow User to Change Password

Select this check box to allow the user to change his or her own password.

Appr Self

Selected - The secondary user does not need item approval for any transaction that is not over the limits set by either the financial institution or the primary. The secondary user only needs approval for transactions that are over the limit.
Cleared - All batches created by this user must be approved by either the primary or a secondary with ACHAppr rights.

Edit $$ Only

Select this check box to enable the user to edit transaction amounts only for batches.

Force Password Change at Next Login

Select this check box to force the password to change at the next user logon.

Generate Temporary Verification Code

Generate a temporary verification code used to validate login credentials

Mark User for Deletion

Select this check box to delete the user.

Pos Pay

Enables user to access positive pay.

Reset All Security Questions

Select this check box to reset all of the user's security questions.

Setup WT Tmpl

Select this check box to enable the user to set up wire transfer templates.

Tax Payment Limit

The maximum amount allowed for a single tax payment transaction.

Use WT Tmpl

Select this check box to enable the user to use wire transfer templates.

Wire Transfer Limit

The maximum amount allowed for one transfer.

Xfer In

Select this check box to enable the user to transfer funds into an account.

Xfer Out

Select this check box to enable the user to transfer funds from an account.