Skip to main content
_FB_2018-Icons-finalized-cleaned-up_new_FB_2018-Icons-finalized-cleaned-up_newGroup 9
Back
Scroll to top

Fraud Protection User Controls Demo

Set up user controls on your account to help prevent fraudulent transactions.


Smartphone
Congratulations! Now you know how to set up and manage User Roles.
Login screen Login screen Login screen
Online Banking Dashboard Online Banking with menu open Online Banking with Services open in menu
Alerts screen Alerts screen with menu open Alerts screen with menu open
New account alert screen New account alert screen, dropdown open
New account alert screen New account alert screen
New account alert screen, amount select New account alert screen, amount select
New account alert screen, amount select New account alerts screen, amount select 2 New account alerts screen, amount select 2 New account alerts screen, amount select 2
Step of

Step 1 Open the mobile app and log in.

When you enrolled in First Bank digital banking, you created a Login ID and Password. Enter that information in the corresponding boxes in the app and then tap the “Log In” button.

Step 2 Navigate to User Roles.

In the top left corner, tap on the “Menu” button, then tap on “Commercial” to see the dropdown and choose “Users.”

Step 3 Create a new role.

Tap the “Create Role” button at the bottom of the screen, then enter a Role Name in the corresponding box. If you want to include an optional note, enter it into the “Description” field, then tap “Ok.”

Step 4 Select transaction type.

In the “Transaction Types” box, click on the arrow to reveal a dropdown menu and select the transaction type you want to set user controls for.

Step 5 Create approval limits.

Enter in the approval limits for each category, then tap “Save.”

Step 6 Select features.

Scroll to the top and tap the “Features” tab. From the rights listed below, tap on the ones you want to give to the role, then tap “Save.”

Step 7 Select accounts.

Scroll to the top and tap the “Accounts” tab. From the accounts listed below, tap on the ones you want to give the role access to, then tap “Save” at the bottom of the screen. A “Policy Saved” message will pop up to confirm your updates. Tap “Close” to end.


Featured Articles

A Checking Account Comparison Worth Your Time

Contrary to popular belief, not every checking account is the same. That’s why First Bank has five options to ensure there’s one to fit your specific needs. Review our checking account comparison below to find your perfect...

Small Business Loan Requirements – Sanford, NC

Starting a business takes innovation, courage and commitment. It also means satisfying a number of small business loan requirements. At the top of that list is finding a cooperative lender who is willing to work with you...

Small Business Loans for Women in North Carolina

If you live in North Carolina and you’re looking for small business loans for women, your local First Bank can help. We offer a variety of small business loans that can help female entrepreneurs start or expand their North...

Bank Accounts for Businesses in South Carolina

Do you own a South Carolina business? Are you looking to start one? There are a number of reasons why South Carolina is a great state to do business. And First Bank* is here to provide the bank accounts, tools and services...

Best Savings Account – North Carolina

Finding some of the best savings account in North Carolina may seem like a difficult task. After all, there are hundreds of North Carolina banks offering savings accounts. How do you go about determining which account is...

Lowest Mortgage Rates – Jacksonville, NC

If you are looking for some of the lowest mortgage rates in Jacksonville, NC, your local First Bank can help. Now is a great time to buy a home in Jacksonville, North Carolina. The median sale price for homes in the area...

Checking and Savings Account in Apex, NC

If you live in Apex, NC, and you’re looking for a great bank to open a checking and savings account, your local First Bank—near the corner of E Williams St and S Hughes St—can help. We offer checking and savings...

Small Business Loans – Jacksonville NC

Recently, Forbes named Jacksonville, NC #25 in cost of business rankings. The thriving business appeal makes Jacksonville a clear choice for entrepreneurs looking to start or expand a small business. First Bank’s...

What to Know About Joint Checking Accounts

Some of the biggest causes of stress in a relationship stem from finances. If you’re considering opening a joint checking account, there are some things you should know. Here are some common questions surrounding this type...

Hassle Free Checking Account Near Me

At First Bank, we don’t believe in charging unnecessary fees and diminishing your hard earned cash. That’s why we offer five options for hassle-free checking accounts provided you meet some basic monthly requirements....