The different roles that users can have within your Abaca Online Banking account.
What is covered here?
- What are User Permissions?
- The different types of User Permissions
- How to change a user’s permissions?
What are User Permissions?
As an Abaca Online Banking customer, you can have multiple users on your account with limited access to features. User permissions are the groupings of features given to a specific user on your account. You may want your accountant to have View Only access while your CFO will need signing authority.
The different types of User Permissions
We have outlined the different types of User Permissions below:
View Only
Users have the ability to log in to the Abaca Online Banking interface and view all account transactions, statements, and check images. If a User has View Access ONLY, that User cannot access vendor information or Bill Pay information.
Vendor / Payee Setup
User has the ability to log in to the Abaca Online Banking interface and has all of the privileges of a View Only user, plus, this type of user can access the Vendor / Payee screen, where they may view, edit, add, and delete vendors/payees and set them up for Bill Pay. This user cannot, however, submit a payment.
Bill Pay Entry
User has the ability to log in to the Abaca Online Banking interface and has all of the privileges of a Vendor /Payee Setup user, plus, this type of user can access the Bill Pay screen, where they may view and set up bill payments to be authorized by an Account Signatory.
Account Signatory
An Account Signatory has full signing authority on your Abaca account, with the ability to add Vendors / Payees and Bill Pay entries, approve Bill Pay entries, sign checks, and send wire transfers, in accordance with the full terms and conditions of your account. See your applicable account agreement (the Abaca Online Banking and Compliance Agreement) and associated schedules and appendices for further details.
How to change a user’s permissions?
Given regulatory requirements, you must reach out to your Account Specialist if you would like to update the permissions for any of the user’s on your account. Depending on the change, an updated Banking Resolution may be required.