Rights to access features
Certain features are assigned to each specific user. Depending on your account configuration, the features may include some or all of the following:
| Feature name | Allows you to |
|---|---|
| Manage Templates |
Create new templates of any Transaction Type, Edit any existing templates of any Transaction Type, and Delete any existing templates. Manage Recipient Rights must also be enabled to create a Template or edit existing templates. |
| Manage Recipients |
Create, edit, and delete recipients. |
| Manage Subsidiaries |
Create, edit, and delete subsidiaries. |
| Manage Users |
Add and delete users and edit Transaction Types, features, and accounts for any user. |
| Statement Image |
View statement images. |
| Mobile Capture |
Use mobile banking to deposit checks. |
| Allow One-Time Recipient | User can add a recipient for one-time payments. However, the recipient will not be saved. |
| Can View Existing Recipients | Users can view existing recipients for one-time payments. |
Caution: Since a user who has the Manage Users feature assigned can change his or her own rights and limits, you should limit the number of users who have the Manage Users feature assigned.
Depending on the combination of features, the user can perform different actions:
| Feature name | Allows you to |
|---|---|
| Allow One-Time Recipient |
Allows the user to create a one-time recipient in a one-time payment flow that is not saved. If this feature and Manage Recipients are enabled, then the user can create a recipient as a permanent record or click or tap OK to add them as a one-time recipient. If this is not enabled and Manage Recipients is enabled, the user can only select Create Recipient as a permanent record. If both this feature and Manage Recipients are not enabled, the user cannot see the existing recipient list when drafting a one-time payment unless "Can view all recipients" is enabled. "Can view all recipients" allows the user to see the existing list when making a one-time payment. |
| Can View Existing Recipients |
Allows the user to only pick from the existing recipient list when making a one-time payment. If this feature and Manage Recipients are enabled, then the user can see all recipients in a one-time payment flow and create new permanent recipient records in the workflow. If this is enabled and Manage Recipients is not enabled, the user can see all recipients in a one-time payment flow, but cannot create new permanent recipient records in the workflow. If this feature is disabled and Manage Recipients is enabled, the user can see all recipients in a one-time payment flow and create new recipient records in the workflow. If this feature and Manage Recipients are disabled, the user cannot see all recipients in a one-time payment flow and cannot create new recipient records in the workflow. If Allow one-time recipient is on, the user can create a one-time recipient (OK button appears) in the one-time payment flow. |
Depending on your account configuration, you may be able to access other features on the Features tab of the User Policy page. These features can include custom forms or access to other services that we provide. The rights have different effects on payments:
| Enabled feature rights | New template | Template edit | One-time payment |
|---|---|---|---|
| Manage Recipients and Draft right | Can see and choose from the entire recipient list to create and save a template or draft a payment (after saving the template). | Can see and choose from the entire recipient list to create and save a template. | Can see and choose from the entire recipient list to create a payment. |
| Can Access Existing Recipients and Draft right | Not applicable since Manage Recipients and Draft or Manage Templates are required to save a new template. | Can see and choose from the entire recipient list to edit the template for Draft only (saving is not possible). | Can see and choose from entire recipient list to create a payment. |
| Allow One Time Recipients and Draft right | Not applicable, as permanent recipients' records are required for templates. | Not applicable, as permanent recipients' records are required for templates. | Cannot see recipient list, but can create a one-time recipient (not saved as a permanent record) to create a payment. |