ACH Alert Positive. User Guide Client Security

Transcription

1 ACH Alert Positive Pay User Guide Client Security 1

2 TABLE OF CONTENTS Client Security... 2 Initial Login Login Forgot Password... 7 Manage Users Page Create User Edit User Single Sign On Security Manage Users Page Create User Edit User

3 Initial Login 1. You will receive two s: ACHAlert Setup with initial Username ACHAlert Setup Continued with initial Password 2. Launch your browser and type the URL in the address line to go to the ACHAlert Login page. 3. Click in the Username box. Type your Username from the ACHAlert Setup Click in the Password box. Type your Password from the ACHAlert Setup Continued . For Security, your Password appears as black dots. 5. Click Login Go to Change Username and Password page 6. Click in the New Username box. Create and type a New Username with a minimum of 6 characters and a maximum of 11 characters. Note: Username is case sensitive. 7. Click in the Confirm New Username box. Type your New Username again 2

4 8. Click in the New Password box. Create and type a New Password with a minimum of 8 characters and a maximum of 11 characters of which 1 upper case letter, 1 special character and 1 number. Note: Password is case sensitive. Special Characters # $ % ^ & * ( ) 9. Click in the Confirm New Password box. Type your New Password again. 10. Click Submit Go to Security Challenge Questions page ACHAlert Setup Changes sent to User to confirm Username and Password changed 11. Use the Family question dropdown arrow to select a question: What is your father s middle name? What was your paternal grandfather s first name? What was your maternal grandfather s first name? What was your paternal grandmother s first name? What was your maternal grandmother s first name? What is your mother s middle name? 12. Click in the Family box. Type your answer with a minimum of 1 character to a maximum of 50 characters. NOTE: Answer is case sensitive. 13. Use the Things you Like question dropdown arrow to select a question: Who is your favorite musical performer/group? What is your favorite movie? What is your favorite song? What is your favorite restaurant? Who is your favorite all-time entertainer? Who is your favorite athlete? 3

5 14. Click in the Things box. Type your answer with a minimum of 1 character to a maximum of 50 characters. NOTE: Answer is case sensitive. 15. Use the Early Life question dropdown arrow to select a question: Who was your first crush? Who was your childhood hero? What was the street number of the house you grew up in? What school did you attend when you were 13? What was the model of your first car? What was your first job? What was your first pet s name? 16. Click in the Early Life box. Type your answer with a minimum of 1 character to a maximum of 50 characters. NOTE: Answer is case sensitive. 17. Use the Special Things You Know question dropdown arrow to select a question: What is the first name of the best man/maid of honor at your wedding? In what city did you honeymoon? (Enter full name of city only) In what city did you meet your spouse/significant other? What are the last 5 digits of your driver s license number? What was the name of your first best friend? What is your best friend s middle name? 18. Click in the Special Things You Know box. Type your answer with a minimum of 1 character to a maximum of 50 characters. NOTE: Answer is case sensitive. 19. Click Submit Go to ACHAlert Login page 4

6 20. Click in the Username box. Type your New Username. 21. Click in the Password box. Type your New Password. 22. Click Login Go to Captcha page 23. Click in the Captcha box. Type the characters appearing in the top box. 24. Click Submit Go to Security Challenge Question page 25. Click in the box. Type your answer. 26. Click Submit Go to the main page 5

7 Login 1. Launch your browser and type the URL in the address line to go to the ACHAlert Login page. 2. Click in the Username box. Type your Username. 3. Click in the Password box. Type your Password. 4. Click Login Go to Security Challenge Question page 5. Click in the box. Type your answer. 6. Click Submit Go to the main page 6

8 Forgot Password 1. Click Forgot Password?. Go to the Forgot Password? page 2. Click in the Enter Username box. Type your Username. 3. Click Submit. Go to the ACHAlert Login page with Message: Password has been sent to address on file If the Username is valid, the ACHAlert Password Reset is sent to the address on file for that Username. If the Username is not valid, the ACHAlert Password Reset is not sent. 7

9 4. Click in the Username box. Type your Username. 5. Click in the Password box. Type the Temporary Password from the ACHAlert Password Reset Click Login Go to the Change Password page 7. Click in the New Password box. Create and type a New Password with a minimum of 8 characters and a maximum of 11 characters of which 1 upper case letter, 1 special character and 1 number. Note: Password is case sensitive. Special Characters # $ % ^ & * ( ) 8. Click in the Confirm New Password box. Type your New Password again. 9. Click Submit ACHAlert Password Change sent to the User confirming Password changed Go the ACHAlert Login page 8

10 10. Click in the Username box. Type your Username. 11. Click in the Password box. Type your new Password. 12. Click Login Go to the Security Challenge Question page 13. Click in the box. Type your answer. 14. Click Submit Go to the main page 9

11 Manage Users Page 1. Setup>Manage Users to open the Users page. User Access Right: Manage Users Name: The Name is the First Name and Last Name entered on the User Information page. To search by name, enter the first character or first few characters of the Name in the Name box The is entered on the User Information page. To search by , enter the first character or first few characters of the in the box Username/SSO ID: The Username of the user. To search by Username, enter the first character or first few characters of the Username in the Username/SSO ID box. User Account Status: The User Account Status on the User Information page. New: User created but has not logged in with initial credentials Active: User has changed their initial credentials and accessed ACHAlert Locked: User has locked their password Reset: The User has requested a new password via Forgot Password? First Login: User has changed their initial credentials but has not yet accessed ACHAlert Reset by BOK Financial: The bank has reset the User to create a new password and Security Challenge Question Answers Edit: Click the Edit icon to go to the User s User Information page. Create New User: Go to User Information page Cancel: Go to Main page 10

12 Create User 1. Setup>Manage Users to open the Users page. User Access Right: Manage Users 2. Click Create New User Go to User Information page 3. Click in the First Name box. Type the User s first name. 4. Middle Name is optional. Click in the Middle Name box. Type the User s middle name. 5. Click in the Last Name box. Type the User s last name. 6. Click in the box. Type the User s Click in the Username box. Type the Username with a minimum of 6 characters and a maximum of 11 characters. The Username must be unique. The Username cannot be a duplicate of a Client User. The User will receive this Username in the ACHAlert Setup and will be required to change this Username upon initial login. 11

13 8. SSO ID is not a valid field for standard security. 9. User Status defaults to ACTIVE. Leave as ACTIVE for the User to have access. If INACTIVE, the User will not have access. 10. Contact Phone is optional. Click in the Contact Phone box. Type the User s contact phone number. 11. SMS Phone is optional. Click in the SMS Phone box. Type the User s SMS phone number. 12. User Account Status defaults to New and will change after the User changes their initial credentials and accesses ACHAlert. New: User created but has not logged in with initial credentials Active: User has changed their initial credentials and accessed ACHAlert Locked: User has locked their password Reset: The User has requested a new password via Forgot Password? First Login: User has changed their initial credentials but has not yet accessed ACHAlert Reset by BOK Financial: The bank has Reset the User to create a new password and Security Challenge Question Answers 13. Receive Alert s checkbox is not valid. Leave blank. 14. Add Accounts: Select the Accounts the User will have access to and use the arrows in the middle to move the Account(s) to the right. 15. Select the User Access Rights. Check the box to give the User Access Rights. Access Right Setup View Transaction Decision Transaction Manage Users x Notification Rules x Approved List x Notification Rules Report x Transaction History x X Change Status Transaction X Act on Approved List X 12

14 Manage Users: User has access to create and to edit Client Users. Setup>Manage Users Notification Rules: User has access to configure Accounts for Alert s. Setup>Notification Rules Notification Rules Report: User has access to view Notification Rules for Accounts. View>Reports>Notification Rules Report Approved List: User has access to Approved List to add, delete and to edit Companies. Setup>Approved List Transaction History: User has access to view transactions. View>Transaction History Change Transaction Status: User has access to view transactions and to change the status of transactions. Must also give User Access Right Transaction History. View>Transaction History Act on Approved List: User has access to view transactions and to add Company to Approved List. Must also give User Access Right Transaction History. View>Transaction History 16. Click Save Go to Users page Success Message: The client user was saved successfully ACHAlert Setup with initial Username sent to new User ACHAlert Setup Continued with initial Password sent to new User 13

15 Edit User 1. Setup>Manage Users to open the Users page. User Access Right: Manage Users 2. Locate the User to edit. Click the Edit icon to go to the User Information page with the User Information populated. 14

16 3. Edit the User Information as needed. First Name displays the first name and can be edited. Middle Name displays the middle name and can be edited. Last Name displays the last name and can be edited. Username displays the current Username and cannot be edited. SSO ID is not a valid field for standard security. User Status displays the current status. If the User no longer needs access to the system, use the dropdown to select INACTIVE. In the future if the User needs access to the system, use the dropdown to select ACTIVE. User Account Status displays the current account status and displays on the User page. New: The User has access to the system with their initial Username and initial Password. Active: The User has access to the system with either: New Username and New Password from the initial Login, or New Username from the initial Login and reset Password from Forgot Locked: The User does not have access to the system. The User has either exhausted the Login Attempts, or A BOK Financial User has changed the User Account Status from Active to Locked Change Locked to Active: The User has access to the system with their most current credentials Username, Password and Security Challenge Question Answers. If the User does not know the Password, click Forgot Password? to receive a temporary Password If the User does not know the Security Challenge Question answers, contact your Commercial Client Services Professional to request the BOK Financial User Account credentials reset. Reset: The User has requested a temporary password via Forgot Password? The User has access to the system with their New Username from the initial Login and the temporary Password. If the User does not know the Security Challenge Question answers, contact your Commercial Client Services Professional to request the BOK Financial User Account credentials reset. First Login: The User has access to the system their New Username and New Password from the initial Login. Reset by BOK Financial: Bank Customer Support has reset the FI User password and security challenge questions. 4. Receive Alerts: This field is not valid, leave blank. 5. Add Accounts: Select the Accounts the User will have access to and use the arrows in the middle to move the Account(s) to the right. 15

17 6. Edit the User Access Rights as needed. 7. Click Save. Go to Users page Success Message: The client user was saved successfully 16

18 SINGLE SIGN ON Security Manage Users Page 1. Setup>Users>Manage Client Users to open the Users page. User Access Right: Manage Client Users 2. Use the dropdown to select the Client. 3. Click Search to display the list of Client Users. Name: The Name is the First Name and Last Name entered on the User Information page. To search by name, enter the first character or first few characters of the Name in the Name box The is entered on the User Information page. To search by , enter the first character or first few characters of the in the box Username/SSO ID: The Username or SSO ID of the user. To search by SSO ID, enter the first character or first few characters of the SSO ID in the Username/ SSO ID box. User Account Status: Is not applicable for Single Sign On and remains New. Edit: Click the Edit icon to go to the User s User Information page. Create New User: Go to User Information page. Cancel: Go to Main page. 17

19 SINGLE SIGN ON Security Create User 1. Setup>Manage Users to open the Users page. User Access Right: Manage Users 2. Click Create New User Go to User Information page 3. Click in the First Name box. Type the User s first name. 4. Middle Name is optional. Click in the Middle Name box. Type the User s middle name. 5. Click in the Last Name box. Type the User s last name. 6. Click in the box. Type the User s Username is not valid for Single Sign On Security. 8. Click in the SSO ID box. Type the User s Single Sign On ID. This field is case sensitive and must be entered exactly as the bank has issued the Single Sign On ID. 18

20 SINGLE SIGN ON Security 9. User Status defaults to ACTIVE. Leave as ACTIVE for the User to have access. If INACTIVE, the User will not have access. 10. Contact Phone is optional. Click in the Contact Phone box. Type the User s contact phone number. 11. SMS Phone is optional. Click in the SMS Phone box. Type the User s SMS phone number. 12. User Account Status defaults to New and will remain as New. 13. Receive Alert s checkbox is not valid. Leave blank. 14. Add Accounts: Select the Accounts the User will have access to and use the arrows in the middle to move the Account(s) to the right. 15. Select the User Access Rights. Check the box to give the User Access Rights. Access Right Setup View Transaction Decision Transaction Manage Users x Notification Rules x Approved List x Notification Rules Report x Transaction History x X Change Status Transaction X Act on Approved List X Manage Users: User has access to create and to edit Client Users. Setup>Manage Users Notification Rules: User has access to configure Accounts for Alert s. Setup>Notification Rules Notification Rules Report: User has access to view Notification Rules for Accounts. View>Reports>Notification Rules Report Approved List: User has access to Approved List to add, delete and to edit Companies. Setup>Approved List 19

21 SINGLE SIGN ON Security Transaction History: User has access to view transactions. View>Transaction History Change Transaction Status: User has access to view transactions and to change the status of transactions. Must also give User Access Right Transaction History. View>Transaction History Act on Approved List: User has access to view transactions and to add Company to Approved List. Must also give User Access Right Transaction History. View>Transaction History 16. Click Save Go to Users page Success Message: The client user was saved successfully ACHAlert Setup with initial Username sent to new User ACHAlert Setup Continued with initial Password sent to new User 20

22 SINGLE SIGN ON Security Edit User 1. Setup>Manage Users to open the Users page. User Access Right: Manage Users 2. Locate the User to edit. Click Edit in the Action column to go to the User Information page with the User Information populated. 21

23 SINGLE SIGN ON Security 3. Edit the User Information as needed. Username displays the new Username and cannot be edited. User Status displays on the User page. If the User no longer needs access to the system, use the dropdown to select INACTIVE. In the future if the User needs access to the system, use the dropdown to select ACTIVE. User Account Status New: User created but has not logged in with initial credentials Active: User has changed their initial credentials and accessed the system Locked: Not applicable Reset: Not applicable First Login: Not applicable 4. Receive Alerts: This field is not valid, leave blank. 5. Add Accounts: Select Accounts the User will have access to and use the arrows in the middle to move the Account(s) to the right. 6. Edit the User Access Rights as needed. 7. Click Save. Go to Users page Success Message: The client user was saved successfully 22