Business Online Banking and Mobile App Resources manage Users
BUSINESS ONLINE & MOBILE BANKING GUIDE
INTUIT DESKTOP HELP
Important: Only an account-authorized administrator may manage users.
*Cash Management services are intended for business customers only, require additional agreements, and are subject to underwriting and approval. Cash Management processing is subject to bank business days: Monday through Friday, excluding federal holidays, and cut-off time requirements. Certain transaction fees and limitations apply. Please contact your local branch to speak to Treasury Sales.
MANAGE CASH MANAGEMENT USERS
The administrator may manage the Cash Management users, by completing the following steps:
CREATE A NEW USER
To create a new user, go to Users and New User.Enter the User Name and Email Address for the new user. (This email address must be unique to the individual user.) Designate their Administration level, and enter a 4-digit Wire Password to be used when transmitting a wire, if applicable. Enter their Phone Number and Wireless Provider information (optional).
NOTE: The user limits may not exceed that of the established company limits by the bank.
Click Submit.Cash User Settings allows you to customize what options and account(s) the user should have, then Submit.
Once a user has been created, if you do not have a token, they will be Pending Approval until West Michigan Community Bank verifies and approves the changes. If you have a token, move to account settings next.
Account Settings allow you to make changes to the general options and the accounts the user should have access to.
MANAGE EXISTING USERS
User Settings allows you to make changes to the user’s access and limits.
Default Settings and Account Settings allow you to make changes to the general options and the accounts the user should have access to.
From this drop-down menu, you may also Delete a user.
NOTE: If the modified user shows as Pending Approval, a member of West Michigan Community Bank will review and approve the changes.