MDSB. MemberDirect Small Business. User Guide

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1 MDSB MemberDirect Small Business User Guide

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3 Table f Cntents Small Business Upgrade... 1 Member Lgin... 3 Delegate Manager... 3 Add a Delegate... 4 Edit a Delegate... 6 Reset a Delegate s Access and /r Passwrd... 7 Reset a Delegate s Status... 7 Temprarily Remve a Delegate s Access... 8 Restre a Delegate s Access... 8 Delete a Delegate... 8 Delete anther Signer s Delegate... 9 Manage Transactins Immediate and Future-dated Transactins Transactins n Dual-Signature Accunts Initiating Transactins Requests Pending Transactins Requests The Transactin Manager Archived Transactins Apprving and Rejectmg Transactins Recalling Transactins Deleting Transactins Creating Similar Transactins Expired Transactins Cnslidating Accunts The Accunt Cnslidatin Manager Adding a Cnslidated Accunt Remving a Cnslidated Accunt Re-linking a Cnslidated Accunt Managing Delegate Access t Cnslidated Accunts Access t Mbile Web fr Small Business MemberDirect Small Business ALERTS FAQ s... 26

4 Accunts Banking system Business accunt Business ID Delegate Dual signer FI Initiating a transactin Lgin PAN PAC Signer Small business User Definitins, Acrnyms and Abbreviatins Term / Acrnym Definitins Persnal accunts and/r business accunts that exist under a membership The cmbinatin f sftware and hardware used by the credit unin t prvide Banking t its custmers An accunt with the credit unin that is registered t a small business A unique number/cde prvided by the credit unin s banking system fr each small business using Small Business Services t identify the small business. A persn wh is nt a custmer r member f the credit unin, appinted by a custmer (r member) thrugh the Small Business Services (nline) t view and/r perfrm ther transactins n the custmer s business accunts. A business accunt that requires tw signers t authrize transactins r actins n the business accunt. Financial credit unin r credit unin Initiating a transactin invlves setting up the transactin by entering infrmatin such as the type f payment, payee, amunt, and the payment date. If a delegate has initiated a transactin, all required signers must apprve it in rder fr the transactin t be prcessed. If a signer n a dual-signature accunt has created r initiated a transactin, the secnd signer must apprve it. A character string (PAN) that uniquely identifies a user t the system. A PAN (Persnal Accunt Number) is a persnal identifier that enables a cnslidated view f accunts. Persnal Access Cde. A PAC can be 5 t 8 digits in length. A custmer wh has signing authrity n business accunts and the ability t perfrm certain transactins n thse business accunts as authrized by the credit unin, including viewing and editing business accunts as well as perfrming any transactins. A sle prprietrship, partnership, crpratin, r ther business rganizatin carrying n a cmmercial activity, including but nt limited t sciety, hlding crpratin, and jint venture. A custmer/member r delegate authrized t perfrm transactins r actins n the membership.

5 Small Business Upgrade Upgrading t MemberDirect Small Business Services: The prcess f upgrading frm MemberDirect Online Services t MemberDirect Small Business Services is the same. There is a slight difference in the prcess, depending n whether the accunt has a single-signer r dual-signer requirement. Single Signatr Upgrade The user wh is a designated signer n an active single-signature accunt cmpletes the prcess f upgrading t MemberDirect Small Business Services as fllws: 1. The signer lgs in t MemberDirect Online Services. The banking system will detect that the signer has been set up fr MemberDirect Small Business ptin. It then requests the signer t upgrade t MemberDirect Small Business Services. Fr MemberDirect Online Services the upgrade screen will display. When the signer accepts the request t upgrade t MemberDirect Small Business Services, the system presents the Disclaimer and the Online Access Agreement that cntains terms and cnditins fr use f the service. 2. The signer accepts the Disclaimer and the Online Access Agreement and is presented with the Change PAC screen (if a temprary PAC has been assigned). 3. The signer changes the temprary PAC, if applicable. 4. The signer is presented with the setup screen fr Increased Authenticatin where the member will select an image & captin, plus 3 questins with answers. 5. The signer is presented with the Accunt Summary page. 1

6 Dual Signatr Upgrade If the business accunt has a dual-signature requirement, the prcess f upgrading frm MemberDirect Online Services t MemberDirect Small Business Services is the same as fr a single signer, except that all f the signers must cmplete the registratin prcedure described abve. Althugh signers d nt need t upgrade all at the same time, transactins cannt be perfrmed n the accunt until all signers are upgraded t MemberDirect Small Business Services. If the Terms and Cnditins are Rejected If the signer des nt accept the terms and cnditins f the Online Access Agreement required t use MemberDirect Small Business Services, the signer will be redirected t the lgin page. The setup in in 1 st Chice Savings Retail Banking system mandates the use f MemberDirect Small Business Services. All required signers must accept the terms and cnditins cntained in the Online Access Agreement. The upgrade t MemberDirect Small Business Services is mandatry. 2

7 Member Lgin Signer Lgs in fr First Time When a signer lgs in t MemberDirect Small Business Services fr the first time, the signer enters their Small Business PAN and PAC n the Lgin page. The lgin prcess is the same as fr MemberDirect Online Services. Delegate Lgs in fr First Time Signers add delegates via the Delegate Manager in MemberDirect Small Business Services. When a signer adds a delegate, the system autmatically assigns a member number t the delegate and the signer assigns a temprary passwrd. When a delegate lgs in fr the first time, the delegate must first change the temprary passwrd t their wn permanent passwrd befre navigating t the Accunt Summary page. Hwever, unlike signers, delegates are nt asked t accept the Online Access Agreement. Signers are respnsible fr all actins that their delegates perfrm, thus, delegates are nt required t accept the legal agreement. Delegate Manager Signers use the Delegate Manager t manage their delegate s access t MemberDirect Small Business Services. It will list all f the signer s delegates and each delegate s status nce they are created. If the Business ID is supprted, ther signers' delegates will appear n the Delegate Manager in a separate table. The Delegate Manager allws a signer t perfrm the fllwing functins: Add a new delegate t a business Edit a delegate s prfile infrmatin Reset a delegate s access and/r passwrd Reset a delegate s status Temprarily remve a delegate s access Restre a delegate s access Delete a delegate 3

8 Add a Delegate Delete anther signer s delegate Signers can add delegates t a business using the self-administratin functin. This feature allws anther staff member f a business wh is nt a signer n the accunt (such as an accuntant) t access accunts under a specified lgin. There is n need t cntact the credit unin t add a delegate t a business. Members will cmplete the fllwing steps: 1. Lg in t MemberDirect Small Business Services. 2. Click Business Services>Add/Mdify Delegates 3. Click Add Delegate n the Delegate Manager page. The Add Delegate page will display. 4

9 Each signer can create up t three delegates. If the signer has already created three delegates, the Add Delegate link will be disabled. 4. Enter r select the fllwing prfile and accunt infrmatin: The delegate s access level either Read-nly r Initiatr A temprary passwrd fr the delegate and cnfirm it. The delegate will change the passwrd when they lg in fr the first time. The delegate s first name, initial, and last name Any miscellaneus infrmatin abut the delegate in the Ntes bx The system will autmatically assign a member number and fill in the delegate s branch number. The member numbers assigned t the delegates are unique and start with the letter D fllwed by seven digits, such as D This member number is what the delegate will enter t lg in t MemberDirect Small Business Services. Nte: When a delegate is added, the member number is created with an upper case D. The letter D is case sensitive and must be entered as an upper case D when a delegate lgs in t MemberDirect Small Business Services. 5. The Cntact Methd infrmatin will need t be filled ut fr the delegate if the member number and temprary passwrd shuld be sent t the Delegate via r text message. Either f the methds, bth r nne can be used. If the signer chses nt t send the member number and passwrd via r text message, it is then signer s respnsibility t give their Delegates their member numbers and passwrds ver anther secure channel. In rder t send the member number and passwrd via and/r text message the fllwing infrmatin must be selected r entered: Phne Number (this must be a cell phne number) Carrier Address The signer will click the checkbx beside the disclaimer fr prviding a Delegates and/r cell phne number. 5

10 6. The Accunts Shared with Delegate sectin n the Add Delegate page will shw the Membercard number. The signer will click the checkbx beside Share accunts under this Membercard? under the Membercard number. Nte that accunts are all shared at the lgin level. Thus, when giving access t the delegate, the signer cannt select sme accunts and exclude thers under a lgin. 7. Click the Submit buttn. A cnfirmatin page shwing the delegate s infrmatin will be displayed. Edit a Delegate Once a delegate has been added t a business, a signer can edit the infrmatin in the delegate s prfile, such as their passwrd. Fr dual-signature accunts, anther signer n the accunt des nt need t authrize the change since the delegate belngs t the signer making the change. T edit a delegate s prfile, the signer will display the Delegate Manager and cmplete the fllwing steps: Click Edit t the right f the delegate s name n the Delegate Manager page. The Edit Delegate page will display. 6

11 1. Update the fllwing infrmatin abut the delegate: The delegate s status either Active r Inactive The delegate s access level Read-nly r Initiatr The delegate s first name, initial, and last name The infrmatin abut the delegate in the Ntes bx The accunts shared with the delegate Signers can als assign a new passwrd t the delegate in this area. 2. After updating the delegate s prfile, click Submit. A cnfirmatin page shwing the delegate s infrmatin will be displayed. A receipt page will be displayed that shws the changes t the delegate s prfile. Reset a Delegate s Access and/r Passwrd If a delegate frgets their unique passwrd, the delegate s signer can reset the delegate s passwrd via the Delegate Manager as fllws: 1. Display the Edit Delegate page fr the delegate. 2. Enter and cnfirm a new passwrd fr the delegate. 3. Click Submit. A cnfirmatin page shwing the delegate s updated status will be displayed. 4. Click Submit n the cnfirmatin page. A receipt page will be displayed. 5. Infrm the delegate f the new passwrd using a secure and cnfidential methd. Reset a Delegate s Status If a delegate is lcked ut after a number f cnsecutive unsuccessful lgin attempts and can n lnger access MemberDirect Small Business Services, the delegate s signer can reset the delegate s status via the Delegate Manager as fllws: 1. Display the Edit Delegate page fr the delegate. 2. Check the unlck this accunt bx t change the delegate status frm Lcked t Active 3. Click Submit. A cnfirmatin page shwing the delegate s updated status will be displayed 4. Click Submit n the cnfirmatin page. A receipt page will be displayed shwing the delegate s changed status 5. Infrm the delegate that their access has been restred. 7

12 Temprarily Remve a Delegate s Access Signers can temprarily remve a delegate s access t MemberDirect Small Business Services via the Delegate Manager. This situatin may ccur when a delegate is taking a temprary leave (such as maternity leave). T remve a delegate s access temprarily, the delegate s signer will: 1. Display the Edit Delegate page fr the delegate. 2. Change the Delegate Status frm Active t Inactive. 3. Click Submit. A cnfirmatin page will be displayed. 4. Click Submit n the cnfirmatin page. A receipt page will be displayed shwing the 5. Delegate s changed status. 6. Infrm the delegate that their access has been temprarily remved. The signer can enter the details fr temprarily remving the delegate s access in the Ntes sectin f the Edit Delegate page. Restre a Delegate s Access Signers can restre a delegate s access after it has been temprarily remved via the Delegate Manager as fllws: 1. Display the Edit Delegate page fr the delegate. 2. Change the Delegate Status frm Inactive t Active. 3. Click Submit. A cnfirmatin page will be displayed. 4. Click Submit n the cnfirmatin page. A receipt page will be displayed shwing the delegate s changed status. 5. Infrm the delegate that their access has been restred. Delete a Delegate Signers can delete their delegate s prfile as fllws: 1. Click Delete t the right f the delegate s name n the Delegate Manager page. A cnfirmatin page is displayed. 2. Click Submit n the cnfirmatin page. A receipt page will be displayed and the delegate s access t the business will be remved. 8

13 The delegate will then be unable t lg in t MemberDirect Small Business Services. Delete anther Signer s Delegate In a multiple signer envirnment, signers can see the delegates created by ther signers and delete them. Hwever, signers cannt edit the prfiles f delegates created by ther signers. In a multiple signer envirnment the Delegate Manager will shw the delegates created by ther signers. T delete a delegate created by anther signer, a signer will cmplete the fllwing steps: 1. Display the Delegate Manager and then click Delete beside the delegate t be deleted under Delegates Created By Others. A cnfirmatin page will be displayed. 2. Click Submit n the cnfirmatin page. A receipt page will be displayed and the delegate s access t the business will be remved. The delegate will then be unable t lg in t MemberDirect Small Business Services. 9

14 Manage Transactins Tw steps are required t cmplete transactins n single-signature accunts that have initiatr delegates. In the first step, an initiatr delegate initiates and submits a transactin and in the secnd step, a signer apprves r rejects the transactin. On dual-signature accunts that have initiatr delegates, tw signers must apprve r reject a transactin. Nte: Transactins fr single-signer small business accunts that d nt have delegates are cmpleted withut the apprval f anther user. Hwever, n a dual-signature accunt withut initiatr delegates, tw steps are als required t cmplete a transactin. In the first step, a signer initiates and submits a transactin and, in the secnd step, a secnd signer apprves r rejects the transactin. Immediate and Future-dated Transactins Signers and initiatr delegates may perfrm bth immediate and future-dated transactins. Immediate transactins are prcessed after a signer has apprved them. They include the fllwing transactins: 1. Immediate fund transfers and bill payments 2. Debit messages (Interac Mney Transfers) 3. Stp cheque requests Future-dated transactins (such as future-dated and recurring funds transfers and bill payments) are prcessed n a specified date (r dates) after a signer has apprved them. Transactins n Dual-Signature Accunts One f the main features f MemberDirect Small Business Services that distinguishes it frm ther retail nline banking prducts is dual-signature supprt. Fr accunts that require tw signers t apprve transactins, ne signer can initiate a transactin, while anther apprves r rejects it. Signers n small business accunts requiring dual signatures can initiate and apprve, decline, r edit a transactin. Delegates n small business accunts wh have been granted initiatr rights by their signers can initiate transactins and wait fr bth signers t apprve. Initiating Transactin Requests Transactin requests are initiated by signers and initiatr delegates. T initiate a transactin, a signer r initiatr delegate will perfrm the fllwing steps: 1. Select the transactin t be initiated such as a payment r transfer. 2. Enter the required infrmatin needed t cmplete the transactin. 3. Cnfirm the transactin when the details are presented. 4. Submit the transactin and, if required, wait fr it t be apprved. The system will save the submitted transactin fr a signer t apprve. If a signer initiates a transactin when there is nly ne signature required, n additinal apprval is required and the transactin is prcessed either immediately r n a future date. If there are tw signers n the business n a dual- 10

15 signature accunt, the apprval f the ther signer is required in rder t cmplete transactins that the first signer initiates. If a delegate initiates a transactin when there is nly ne signature required the apprval f the signer is required t prcess transactin either immediately r n a future date. If there are tw signers n the business n a dual-signature accunt, the apprval f bth signers is required in rder t cmplete transactins that the delegate initiates. In additin, the same apprval structure applies fr stp payments. Nte: There is n autmated ntificatin fr transactins requiring apprval. Small Business users may chse t the signer(s) t request apprval f a newly created transactin. Alternately, signers can lg in t Small Business each mrning t check fr transactins requiring apprval. Pending Transactins Signers and initiatr delegates will see pending transactins listed n their Accunt Summary page, abve the Accunt Summary title. The fllwing transactins will display: 1. Transactins requiring the signer s apprval 2. Transactins requiring apprval frm ther signers 3. Rejected, expired, and recalled transactins Signers will click a link t pen the Transactin Manager t view the transactin and take the apprpriate actin. When a transactin is created and requires apprval, it is assigned a pending number. When the actin r transactin is apprved, it is cnsidered t be cmpleted and is then assigned a cnfirmatin number. 11

16 The Transactin Manager The Transactin Manager page allws signers t review and apprve r reject transactins r ther actins. It als displays rejected, expired, and recalled transactins and allws signers and initiatr delegates t create similar transactins. Users can shw r filter transactins t display: All transactins Transfers Bill payments and stp cheques Accunts pened Transactins created within the last seven days When the Transactin Manager is displayed, signers can display the histry f a transactin by clicking Shw histry in the drp dwn menu. 12

17 Archived Transactins Signers can als view archived transactins by clicking G t archived transactins. This page displays rejected, recalled, and expired transactins that are lder than 30 days. These transactin types will appear in the Archived Transactins area fr up t twelve mnths. After twelve mnths, these transactins will be deleted. Signers select the archived transactins by specifying: 1. The type f transactin (all transactins, transfers, payments and stp cheques, accunt pening) selected in the Shw drp-dwn bx. 2. The mnth fr which archived transactins are t be displayed in the Mnthly field 3. A date range ver which t include archived transactins in Date Range: Frm/T bxes 4. The transactin status (rejected, expired, recalled, r all three statuses) elected in the Shw transactins with the status drp-dwn bx. After specifying the abve values, signers will click Find Transactins t display the requested transactins. 13

18 Apprving and Rejecting Transactins Signers apprve r reject transactins that require their apprval by cmpleting the fllwing steps: 1. Click the Transactins require yur apprval link n the Accunt Summary. 2. Click Apprve r Reject n the Transactin Manager. A cnfirmatin page will be displayed shwing the details f the transactin. 3. Cnfirm the transactins by clicking Submit n the cnfirmatin page. A receipt page will be displayed shwing the transactins status (Apprved, Rejected r Created). The updated transactin status will be included in the number f apprved r rejected, recalled, r expired transactins n bth the Transactin Manager and abve the Accunt Summary. Recalling Transactins On single-signature accunts, initiatr delegates can recall transactins r actins they have submitted fr apprval if the signers have nt yet apprved r rejected the transactin r actin. Fr dualsignature accunts, if an initiatr delegate submits an actin r transactin, it can be cancelled up until a signer apprves it. If a signer submits a transactin n a dual-signature accunt, it can be cancelled up until the ther signer apprves r reject it. Signers and initiatr delegates can recall (r cancel) their pending transactins as fllws: 1. Display the Transactin Manager and then click Recall. A cnfirmatin page will ask the user t cnfirm the actin. 2. Click Cnfirm n the cnfirmatin page. 3. A receipt page will be displayed that shws Recalled as the transactin status and a transactin cnfirmatin number. 14

19 Nte: Recalled transactins will be included in the list f transactins require apprval until the user accesses this link. Deleting Transactins On single signature accunts, when a transactin is created by the single signer it des nt require any additinal apprval. When a transactin is created by a delegate it requires apprval by the single signer. On dual signature accunts, when a transactin is created by ne f the dual signers it requires the apprval f the ther signer. If a transactin is created by a delegate it requires apprval by bth signers. Once apprved by all applicable signers: A scheduled bill payment will appear n the Accunt Summary page in the scheduled bill payments sectin. If Same Day Bill Payment Reversal has been enabled an immediate bill payment will als display n the Accunt Summary page in the scheduled bill payments sectin. A scheduled transfer will appear n the Accunt Summary page in the scheduled transfers sectin. On the Accunt Summary page there will be a DELETE link t the right f each scheduled transactin. By clicking n this link, a DELETE transactin will be created. It will require the same apprvals as described abve. All transactins (created, rejected r deleted) are pending until apprved by all applicable signers. Fr deleted transactins, this means that until apprved, they remain n the Accunt Summary page. It is pssible t delete the scheduled transactin mre than nce because it remains n the Accunt Summary page until all apprvals are prvided. Applicable apprvals will be required fr EACH deleted transactin created. Nte that if a transactin is deleted mre than nce nly the first apprval(s) will actually delete the transactin. Subsequent apprvals will display an errr. See example f the errrs belw. 15

20 Creating Similar Transactins Users can create transactins that are similar t transactins that have been rejected, recalled, r expired. This functin allws the signers t re-create a transactin quickly by nly changing the details that need t be changed, such as the amunt. The ther details d nt change unless the user changes them. T create a transactin similar t anther ne, signers will cmplete the fllwing steps: 1. Navigate t the Transactin Manager and scrll dwn t display the rejected, recalled, and expired transactins and find the transactin t be re-created. 2. Click Create Similar Transactin. The transactin page fr the transactin such as Pay Bills will be displayed shwing the riginal details f the transactins. 3. Change the details as needed and, if required, submit the transactin fr apprval. Expired Transactins Immediate transactins will expire the day after they are created if nt apprved. Scheduled transactins will expire the day after the scheduled date if nt apprved r within seven days, whichever ccurs first. By default, all transactins expire after seven days. Expired transactins appear as Expired n the Transactin Manager. Cnslidate Accunts The Accunt Cnslidatin functin in MemberDirect Small Business Services allws signers t lg in nly nce and see all persnal and business accunts tgether rather than lgging in and ut multiple times. The Accunt Cnslidatin Manager allws signers t perfrm the fllwing functins: Cnslidate accunts Manage delegate access t cnslidated accunts Re-link a cnslidated accunt by updating the accunt s PAC Remve cnslidated accunts Nte: that in discussing this functin, cnslidatin implies the aggregatin f lgins. Als nte that this functin is nt available t delegates. A signer will be able t cnslidate up t three PANs. 16

21 The Accunt Cnslidatin Manager The Accunt Cnslidatin Manager will display all current cnslidated accunts. If there are n cnslidated accunts, it will display N accunts have been cnslidated belw the Membership heading. If three lgins have been cnslidated, the Cnslidate Accunt link will be disabled n the Accunt Cnslidatin Manager. T access the Accunt Cnslidatin Manager click n Business Services, Manage Cnslidated Accunts. Adding a Cnslidated Accunt T cnslidate an accunt, signers will cmplete the fllwing steps: 1. Click Cnslidate Accunt. The Accunt Cnslidatin page displays. Signers will enter the fllwing infrmatin abut the accunt t be cnslidated: 2. The PAN t be cnslidated 3. The PAC fr the PAN t be cnslidated 4. Click Submit. A cnfirmatin page will be displayed. 17

22 5. Cnfirm the cnslidatin details by clicking Cnfirm. The signer can als cancel the cnslidatin r edit the details. A receipt page will be displayed when the actin is cnfirmed. In additin, the accunt cnslidatin infrmatin will appear n the Accunt Summary page. Nte that nce a lgin is cnslidated, signers may perfrm transactins between the accunts under the cnslidated lgins. Remving Cnslidated Accunts Signers will remve a cnslidated PAN as fllws: 1. Click Remve beside the PAN t be remved n the Accunt Cnslidatin. A cnfirmatin page will be displayed. 2. Click Cnfirm n the cnfirmatin page. A receipt page will be displayed. The PAN will n lnger appear n the Accunt Cnslidatin Manager and the accunts will n lnger display n the Accunt Summary screen. Nte: Remving a cnslidated PAN will nt delete r clse the accunts. It nly remves the link t the lgin frm the single view. The signer will still be able t access the accunt by lgging in with the remved PAN separately. 18

23 Re-linking an Accunt Signers may re-link a cnslidated accunt n the Accunt Cnslidatin Manager by clicking n Update PAC. This actin may be required if the signer changed the PAC f the cnslidated PAN, which breaks the link between the PAN and the lgin view. The Update PAC functin recreates the link. T re-link a PAN, signers will cmplete the fllwing steps: 1. Click Update PAC n the Accunt Manager. 2. Enter the crrect PAC fr the cnslidated PAN. 3. Click Submit. A receipt page is displayed when the new PAC is cnfirmed. Nte: Updating the PAC n a cnslidated lgin des nt change the PAC. Rather, it updates the infrmatin abut the PAC used t lg in directly t a specific PAN. 19

24 Managing Delegate Access t Cnslidated Accunts Signers can manage their delegate s access t cnslidated accunts by clicking n Manage Delegate Access t Accunts. The Delegate Manager will be displayed. When a lgin is cnslidated, the delegates are nt autmatically given access t it. Thus, t give a delegate access t a cnslidated accunt, the signer must check the apprpriate bx beside the accunt t access n the Add Delegate page. Delegates will have access t all memberships under the selected Membercard, including any persnal memberships. If the signer des nt want delegates t access their persnal memberships under the Membercard, the signer can request the credit unin t separate the persnal memberships. That is, the credit unin can issue a separate Membercard t the signer fr the persnal memberships. Mbile Web Access fr Small Business Signers als have access t Small Business via Mbile Web. The Mbile Web menu will be similar t the ne belw. Sme Small Business functinality is available in MemberDirect Online Services nly. Discrepancies are nted belw. 1. Delegates d nt have access t Mbile Web fr Small Business. If a delegate attempts t lg int Mbile Web they receive an errr. 2. Transactins cannt be recalled. They can be accepted r rejected nly. 3. Immediate and schedule/recurring bill payments and scheduled/recurring transfers cannt be deleted. 4. Similar transactins cannt be created. 5. Delegate management functinality is nt available. 6. There is n HELP text in Mbile Web. 20

25 MemberDirect Small Business Services Alerts Small Business members nw have the ability t receive an and/r text message: Any time a transactin is created and is pending apprval Anytime a pending transactin is abut t expire T receive alerts via r mbile phne, members must register an r mbile phne number via MemberDirect. Member s then can click n Messages and Alerts > Manage Alerts t be presented with a list f available Alerts. 21

26 ADD TRANSACTION PENDING APPROVAL ALERT Click n the Transactin Pending Apprval Alert and click n Add. A cnfirmatin screen will be returned, prviding details f the newly created Alert. 22

27 If the member has chsen t receive an , when a transactin has been created, they will receive a similar t the belw: If the member has chsen t receive a text message, when a transactin has been created, they will receive a similar text l t the belw: 23

28 ADD TRANSACTION ABOUT TO EXPIRE ALERT Click n the Transactin Abut t Expire Alert and click n Add. A cnfirmatin screen will be returned, prviding details f the newly created Alert. 24

29 If the member has chsen t receive ntificatin, they will receive a similar t the belw: If the member has chsen t receive text message ntificatin, they will receive a similar text t the belw: 25

30 Frequently Asked Questins 1. What is MemberDirect Small Business? MemberDirect Small Business is an nline banking feature-set that cmpletely integrates with ur existing MemberDirect Online Services. This MDSB service is designed t meet the needs f small and micr businesses. Small and micr businesses are mst easily defined as thse businesses with five r fewer emplyees. The userfriendly MemberDirect Small Business Services has been designed fr Credit Unins members. The key features that distinguish MemberDirect Small Business Services frm ther MemberDirect Services prducts are: Dual signature supprt Delegates (multiple user supprt) Accunt cnslidatin (cnslidatin f persnal and business accunts) In additin t the abve key differentiating features, signers are nw able t apprve transactins n the g frm their mbile web device. 2. What is a delegate? Delegates are peple within a business wh have limited access t nline banking accunts. Delegates are created by signers and can be either read-nly r initiatrs. 3. Hw d I chse a delegate s lgin and passwrd? When yu select the Add Delegate ptin, yu are sent t the Add Delegate page; yur delegate s member number is autmatically generated and cannt be changed. Yu must enter a temprary PAC fr yur delegate. Yu have the ptin t send the delegate their member number and PAC via r text message. If yu chse neither methd, we recmmend that yu give the delegate the member number and temprary PAC in a secure way. If yu yur delegate, we recmmend sending the infrmatin separately. Yur delegate will be prmpted t persnalize his/her temprary PAC after lgging in fr the first time. 4. Why can t I change my delegate s lgin? Yur delegate s lgin is autmatically generated t ensure that it remains unique and secure. It cannt be changed. 26

31 5. What is the difference between read-nly and initiatr access levels? Read-nly delegates can view accunt activity in accunts yu give them access t. Initiatr delegates can view accunts and initiate (r set up) transactins, which must be apprved by signers. Fr example, yur receptinist may have read-nly access t lk at transactins, while yur bkkeeper will have initiatr access t set up bill payments and transfers. 6. Why isn t the Add Delegate link wrking? Each signer can add a maximum f three delegates. Once yu have three delegates, the link becmes inactive. 7. Will my delegate see my persnal accunts? Delegate can nly see the accunts yu have given them access t. If yu dn t want delegates t view any persnal accunts yu have added t the Cnslidatin Manager, make sure thse accunts are nt selected fr delegate access. 8. I have a dual-signature accunt. Des my partner need t apprve the additin f my delegate? N, but yur partner must apprve any transactins that yur delegate may initiate. 9. What shuld I d if my delegate frgets his passwrd? Yu must assign a new passwrd. In Delegate Manager, click Edit beside yur delegate s name t access the Edit Delegate page. Enter a new temprary passwrd. Yu shuld give yur delegate the new passwrd in a secure way. The delegate will be prmpted t change the temprary passwrd after lgging in. 10. Hw d I restre access fr a delegate wh is lcked ut f nline banking? In Delegate Manager, click Edit beside yur lcked delegate s name t access the Edit Delegate page. Check the Unlck this accunt checkbx t restre yur delegate s access. 11. Hw can I permanently remve a delegate s access? Click n Delete beside the delegate s name in the Delegate Manager t remve the user permanently. 12. Hw can I temprarily remve a delegate s access? In the Delegate Manager, click Edit beside yur delegate s name t g t the Edit Delegate page. Change the delegate s status t Inactive. When yu want t restre delegate access, change the status back t Active. 13. Hw d I recall a transactin? Recalling a transactin effectively cancels the transactin request. Yu can recall any transactins that appear under Transactins Requiring Review frm Others. Any transactins that have already been apprved r rejected cannt be recalled. 27

32 14. Hw d I create a similar transactin? Yu can create similar transactins by clicking Create a Similar Transactin n any transactins listed under Rejected, Expired, r Recalled Transactins. Simply enter the new amunt and click Submit. 15. What des it mean t initiate a transactin? Delegates initiate transactins that require apprval frm signers. Initiating a transactin invlves setting up the transactin by entering infrmatin such as the type f payment, accunt t transfer frm, payee, amunt and the payment date. A signer must apprve it in rder fr the transactin t actually take place. Transactins created by a delegate becme Pending Transactins and require apprval frm a signer. These transactins must be apprved by the date stated under Transactin Status n the receipt page; therwise they will expire and will nt be carried ut. Once the signer apprves a transactin, it is carried ut by the banking system. 16. D signers have t apprve a recurring transactin every time it ccurs? N, the signer nly has t apprve the recurring transactin nce, when it is first initiated. 17. Hw d I view archived transactins? Click G t Archived Transactins in the Transactin Manager. Yu can search fr archived transactins by transactin type, recent transactins, mnth, r date range. 18. Why has my transactin expired? Transactins such as bill payments must be apprved by a certain date, therwise they will expire. The expiry date can be fund under "Transactin Status" n the receipt page when the delegate creates the transactin, and under "Payment Status" in the Transactin Manager. 19. Where can I see my apprved transactins? Once a transactin is apprved, it can be in histry f the accunt frm which funds were taken. 20. I can't see last mnth's transactins n the Transactin Manager page - where are they? Yu can view all transactins that are mre than 30 days ld by clicking > G t Archived Transactins. 28

33 21. I have a dual-signature accunt. D all transactins require tw apprvals? A dual signature accunt is used by businesses that require tw signatures t apprve a transactin. These accunts have tw signers, and each signer can add three delegates. If yu have delegates, all initiated transactins that invlve the transfer f funds require apprval frm bth signers. Fr example, a bill payment requires tw apprvals while the accunt activity can be viewed by the delegate withut any apprvals. 22. Hw d I add a cnslidated accunt? T add a cnslidated accunt, click the Cnslidate Accunt link at the tp f the page. Then cmplete the infrmatin n the Cnslidate Accunt page. After yu have added the maximum number f three cnslidated accunts, this link will becme inactive. 23. Hw d I remve a cnslidated accunt? T remve a cnslidated accunt, click Remve t the right f the accunt in the Accunt Cnslidatin Manager. This des nt affect the accunt itself. Yu can cntinue t access that accunt by lgging directly int it. 24. Can I access my e-statements fr all f my cnslidated accunts frm MemberDirect Small Business? Yes the Accunt Summary page default view is ALL which means all f yur cnslidated accunts will display. Click n a Cnslidated Member Number t display nly that Membership > Click e - statements. Yur e-statement fr that particular Membership will display. If they d nt please call ur Service Center at t be set up n e-statements. 25. Des an initiated transactin expire if the authrized signers have nt apprved it by end f day? The Authrized signers have 7 days t act n a transactin prir t expiry. The authrized users will receive a daily ntificatin f a transactin pending. 26. Hw d I use the Update PAC link? This link will appear when an accunt culd nt be accessed, prbably because f an incrrect PAC. Click the link and enter the PAC used t lg directly int this accunt. Yur PAC will be updated and yu will be able t view the accunt alng with yur ther cnslidated accunts. 27. When a user s card PAN changes (due t lst/stlen cards, etc.), will the user have t upgrade t Small Business again in MemberDirect Services? Yes. Credit unin custmers receiving a new card PAN will nt be able t use certain features n MemberDirect Services until they upgrade again. These include: Increased Authenticatin MemberDirect Small Business Multiple User Supprt (Delegates) MemberDirect Small Business Accunt Cnslidatin 29

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