In this video you will learn how to access and set up alerts, reset your password, and access administrative reports.
Let's begin with how quickly you can access your Alert notifications.
The alert message center is conveniently located at the top of every Online Banking screen, which allows you to access your alerts inbox.
Select the Alerts option to view your alerts inbox for time critical notifications regarding your accounts, user updates, payments, and security.
Now, to manage your alerts, select the User Options by clicking on your User Name.
First, you need to create your Delivery Method.
You can select either Email or Text message, or both.
You can even send alerts to multiple emails.
You can determine how you wish to be notified by selecting the Manage Alert Delivery option from the User Options.
Next, select Manage Alert Delivery.
Select Add Delivery Method to create other ways to be notified.
Alerts can be delivered via mobile text message or email.
If you do not see your phone number when you select the Text option, please contact your company administrator.
In this example, we will select the email option.
Now, enter the Delivery information.
The "Quiet Window" settings determine the times you do not want to be notified.
Click Done to complete the process.
A Successful Submit banner will appear.
Click Manage Delivery to return to the Manage Delivery Methods page.
The new Delivery option is available for use.
Now you will learn how to add new alerts.
Select the Manage Alert Settings option to begin.
Alerts include several options that can be set up to have the system work for you even if you are not signed in.
The Online Banking System includes pre-set security related alerts and features that can help identify potential fraudulent activity.
For example, alerts are available to notify Administrators when a new user was created or modified.
In addition, if you are entitled to make payments, you will be notified when a payment recipient or payment template has been modified.
Click Create Alert.
The system offers several alert options.
For example, you can add an alert that notifies you when you have a balance that is over or under a specific amount.
Select the alert type to begin.
Select the account you would like to monitor.
Specify the desired Amount and delivery options.
Click Submit to complete the alert setup.
A Successful Submit banner will appear.
Click Alert Settings to return to the Manage Alert Settings page.
Next, you will learn how to create a Payment Status alert.
First, click Create Alert.
The Payment Status alert allows you to monitor the status of payments.
For example, you can be notified when a payment is requiring approval.
Select the desired status.
Select the desired status that will trigger the alert.
Use the scroll bar to view additional status options.
For example, the "Pending Approval" option will notify you when you need to approve a payment.
Next, Select the desired Payment method.
If you would like to be notified about payments over a certain amount, enter a threshold.
Click Submit to complete the alert setup.
A Successful Submit banner will display.
Click Alert Settings to return to the Manage Alert Settings page.
Another example of an alert is the Personal Reminder.
You can use this type of alert to set up recurring notifications.
For example, you can be notified that you have a payment due.
Enter the personal reminder information.
You can specify the title, the notification message, the frequency, and the time of when you receive the alert.
Next, select how you would like to be notified.
Click Submit to complete the alert setup.
The Successful Submit banner will display.
Click Alert Settings to return to the Manage Alert Settings page.
There are additional alerts you can set up such as "The Check Number Cleared" alert to be notified when a specific check has posted or the "Transaction" alert to be notified when transactions of a certain type have been posted.
Now you will learn where to reset your password.
Select the User Options.
The Change Password option allows you to reset your login password.
It is recommended that you change your password often for security purposes.
For your reference, the system will prompt you to change your password every 90 days.
Now you will learn about the Administration Reports.
The Administration Reports are available for the administrative users which include audit activity and user entitlements.
For example, the User Activity report shows everything a user has done in the system in real-time.
The User Audit Report shows changes of entitlements by a specific user or to a specific user.
The User Setup Report allows you to see the entitlements setup for each system user.
For more information please contact Global Transaction Services customer service.