Business Admin User Guide_Company Use

Admin User Guide

Alerts The Company Alert feature in eZBusiness provides information so that the Company Administrator can: ➢ Anticipate potential credit problems ➢ Ensure payment timeliness ➢ Be notified of other events that may occur ➢ Use preventive measures or follow-up activity Manage Company Alerts is added to the Commercial Card role on the Create Admin Group pages. The Admin users in that group have access to the Alerts page. Admin users have the ability to create, enable, disable, and delete their own Company Alerts. Note: Only Company Administrators and above are able to set up company level alerts. Admins who have Company Sublevel restrictions do not have the option to set up most of the company level alerts but do have access to the Personal Reminder alert. IMPORTANT! ➔ Depending on your security settings, you may or may not see all the options shown in this Guide. Company Alert Navigation After the Company Alerts functionality is enabled for your financial institution and the Manage Company Alert security right has been assigned to the user’s Admin Group, the Alerts icon will be available. To access the Alert option, perform the following steps: 1. Click Company Management and then click Search Company .

2. The Search Company screen is displayed. Click on Online Request or Account List icon.

3. From the Online Requests or Account List page, click the Alert icon.

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