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Assigning User Role Demo
Having user roles is a helpful way to delegate banking responsibilities to members of your team while maintaining control of your account. Learn how to assign user roles to individuals.
Step 1:
Log in to online banking.
When you enrolled in First Bank digital banking, you created a Login ID and Password. Enter that information in the corresponding screens and then click the “Log In” button. Next, you will be asked to enter your password, then click “Continue.”
![First Bank homepage with login area highlighted.](https://localfirstbank.com/app/uploads/2024/02/tdemo_rdc_1.jpg?x45146)
![First Bank Online Banking password screen.](https://localfirstbank.com/app/uploads/2024/02/tdemo_rdc_2.jpg?x45146)
Step 2:
Navigate to User Roles.
From the menu on the left, click “Commercial” to see the dropdown and choose “User Roles.”
![Online Banking screen showing where the Commercial option is in the nav.](https://localfirstbank.com/app/uploads/2024/03/UserRoles_2a.jpg?x45146)
![Online Banking screen showing where the User Roles option is in the nav.](https://localfirstbank.com/app/uploads/2024/03/UserRoles_2b.jpg?x45146)
Step 3:
Review User Roles.
Click on “User Role Templates” to see descriptions for each role.
![Online Banking screen highlighting the User Role Templates dropdown.](https://localfirstbank.com/app/uploads/2024/03/UserRoles_3a.jpg?x45146)
![Online Banking screen showing the expanded User Role Templates.](https://localfirstbank.com/app/uploads/2024/03/UserRoles_3b.jpg?x45146)
Step 4:
Create a new User Role.
Click on “Create Role.” Name the new role, add a description if you like, then click “Ok.”
![Online Banking screen highlighting the Create Role button.](https://localfirstbank.com/app/uploads/2024/03/UserRoles_4a.jpg?x45146)
![Online Banking screen highlighting the Role Name field.](https://localfirstbank.com/app/uploads/2024/03/UserRoles_4b.jpg?x45146)
![Online Banking screen highlighting the Description field and Ok button.](https://localfirstbank.com/app/uploads/2024/03/UserRoles_4c.jpg?x45146)
Step 5:
Modify transactions.
To set Approval Limits, click on the pencil icon next to the User Role name.
![Online Banking screen highlighting the edit button for user roles.](https://localfirstbank.com/app/uploads/2024/03/UserRoles_5.jpg?x45146)
Step 6:
Assign transaction approval limits.
Enter information for the maximum amounts and maximum counts to allow that user role.
![Online Banking screen highlighting various Approval Limits fields for a specific user role.](https://localfirstbank.com/app/uploads/2024/03/UserRoles_6.jpg?x45146)
Step 7:
Assign features.
Click on the “Features” tab and check any of the rights, transactions, custom features, ACH, generated transactions, and corporate access you want that user role to have.
![Online Banking screen highlighting the Features tab.](https://localfirstbank.com/app/uploads/2024/03/UserRoles_7a.jpg?x45146)
![Online Banking screen highlighting the various features that can be enabled or disabled for a user role.](https://localfirstbank.com/app/uploads/2024/03/UserRoles_7b.jpg?x45146)
Step 8:
Assign User Roles accounts.
Click on the “Accounts” tab to review the accounts a User Role has access to.
To change access for a User Role to view, deposit, or withdraw from a particular account, click on the checkmark. Click “Save” to confirm your changes.
![Online Banking screen highlighting the accounts tab.](https://localfirstbank.com/app/uploads/2024/03/UserRoles_8a.jpg?x45146)
![Online Banking screen highlighting the various features that can be enabled or disabled for each account.](https://localfirstbank.com/app/uploads/2024/03/UserRoles_8b.jpg?x45146)
![Online Banking screen highlighting the save button.](https://localfirstbank.com/app/uploads/2024/03/UserRoles_8c.jpg?x45146)
Have questions or unsure where to start?
Contact your Treasury Services rep, or one of our support teams below, for help or to schedule personalized demos.