7. Approving Changes (applies only to dual authorization clients)
Dual Authorization enabled accounts require TWO Company System Administrators (CSA) to make any changes to a user’s entitlements. One CSA must make the change and another CSA must approve the change. Follow the directions below to approve changes made to a user profile.
a.
Select “Approval Required” – If a user’s profile requires approval, you will see “Approval Required” in the approval status column, Select “Approval Required” to approve entitlements.
b.
Preview user entitlements – All the user entitlements are shown on this screen, not just those which were changed. Review all entitlements to make sure they are correct.
c.
Accept or decline changes – If you are satisfied with the user entitlements, select “I Accept.” If you do not want to accept the user entitlements, select “I Decline.” If you would like, you can enter comments in the “Memo” field that will be displayed in the Approval Status column.
d.
You’re done – Congratulations! You are now ready to bank online with Business Online Banking.
