Feature access and limits permissions determine which features users have access to and transaction limits for certain banking features. Select the account you want to edit by clicking the account in the account list or using the search function:
Enter any combination of nickname, account number, or account type.
Click Search. The page refreshes and the account list is repopulated with the accounts that best matched your search.
Select the account you want to edit permissions for.
Click View.
Using the Init check box, indicate whether the user can initiate transactions from the selected account. If you are suitably entitled, you can also set transaction amount limits for each transaction, day, week, and month for that particular account.
Note: The administrable areas—Company, Divisions, Groups, and Users—compose a hierarchy governed by a parent-child relationship. The permissions set at the parent level determine the activities and limits permissible for the lower levels in the hierarchy. For example, restricting access to a particular account at the Division level would restrict all groups and users within the division from accessing that account. Restrictions set for individual divisions and groups filter down through the hierarchy but do not affect other divisions or groups.
For each transaction limit you set, you can check Exceed W/ Approval, which enables users to exceed the transaction limit, subject to approval from one or more employees or groups. The employees or groups responsible for approving transactions make up an approval workflow. Therefore, when you allow transactions to exceed limits, create approval workflow that reflect your typical business approvals. See Managing Approval Workflows.
When you are satisfied with your changes:
Click Save, and on the verification page, click Save again.
On the confirmation page:
Click Administer Another Account to return to the Feature Access and Limits page to continue editing permissions for individual accounts,
Or, click Done to return to the previous Permissions page. If you are using the Permissions wizard, click Next Permission to access and edit the next set of permissions.
Note: Click Cancel to return to the previous Permissions page without saving your selections. Or, click Reset to return the fields to their previous selections.