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.


Trending Topics

Learn Where to Get Short-Term Personal Loans Today

Wondering where to get a short-term personal loan? At First Bank, we offer a selection of loan products that can help you conveniently pay off unexpected expenses or large investments in a shorter period of time. Visit...

How to Switch Banks in Asheville, NC

Choosing the right bank for you is important to achieve your financial goals. If you’re unsure if your current bank is meeting your financial needs or are moving to the Western Carolina area, it’s time to think about...

How to Get the Most Out of Your Commercial Line of Credit

A commercial line of credit offers flexibility and quick access to liquidity, but it can be misused, which can lead to turbulence either for your company or for your relationship with your bank.

What is Personal Finance?

Are you ready to get a handle on your finances and prepare for your future? The first step is understanding personal finance. According to Investopedia, “Personal finance defines all financial decisions and activities of...

Credit Card Processing for Businesses

If you are a business owner, you probably know that accepting multiple forms of payment (cash, debit, credit, and checks) is important. But you may not know just how essential credit card processing is to the success of...

Small Business Loan Requirements – High Point, NC

If you are planning to start a business in High Point, NC, there are a few small business loan requirements that must be met. What are Small Business Loan Requirements? The U.S Small Business Administration suggests...

Loan for New Roof – Aberdeen, NC

North Carolina experiences all kinds of weather throughout the year. What you may not know is that a lot of extreme North Carolina weather happens in and around the 6.2 square miles that make up the city of Aberdeen....

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...

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...

3 Major Factors of a Small Business Credit Card Comparison

Conducting a small business credit card comparison can be a useful tool when looking for resources that can help your company. But there are many credit card options available to entrepreneurs, which can make it difficult...