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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.”
Step 2:
Navigate to User Roles.
From the menu on the left, click “Commercial” to see the dropdown and choose “User Roles.”
Step 3:
Review User Roles.
Click on “User Role Templates” to see descriptions for each role.
Step 4:
Create a new User Role.
Click on “Create Role.” Name the new role, add a description if you like, then click “Ok.”
Step 5:
Modify transactions.
To set Approval Limits, click on the pencil icon next to the User Role name.
Step 6:
Assign transaction approval limits.
Enter information for the maximum amounts and maximum counts to allow that user role.
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.
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.
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.