Resource center

Admin guide for Corporate Edition

04/01/20

An overview of administrator capabilities and responsibilities

Notice to Company Administrators: please remember that the security of your online enrollment and that of all of your user accounts is your responsibility as indicated in the Business Banking - Terms & Conditions located at svbprivate.com/terms. If you have questions about these responsibilities or how the administrative functions work, please contact the Concierge Desk at (888) 322-2120.


Welcome to our new company administrators

We're excited to have you on board our Digital Banking platform and want to ensure that you make the most of the features available to you and your team. As an administrator, you are the primary source of information for your company's employees when it comes to Digital Banking functionality and configuration, but our Cash Management Team is your resource as you begin your Digital Banking experience. Please do not hesitate to reach out to us through the Concierge Desk by calling (888) 322-2120 from 8am - 8pm ET. We look forward to a successful relationship.

- The Digital Banking & Cash Management Team


Getting started

If you aren't familiar with all of the functionality available to you through our Digital Banking platform, take a few minutes to review the video overviews located on our Digital Banking homepage. Here you can learn about our suite of payment options, entitlement controls, reporting and see a detailed feature list. If you have questions about available features or functionality, please contact your Relationship Manager or Cash Management Advisor.

Training

Each new Corporate Edition enrollee is offered onboarding training and consulting to ensure that their Digital Banking enrollment is configured according to their specific business use case and that the contracted functionality is working as expected. To schedule a training session, please contact our Concierge Desk and ask for the Cash Management team.

Your administrator journey

Use the menus below to explore the next steps in your journey as a new Company Admin within the Digital Banking platform. While the steps are in a suggested order, you can explore them in the way that best suits your needs, however we recommend that you start with these two overviews that will give you a broad sense for how the platform is structured:

Before you begin to add users, you'll want to configure your User Roles. Roles have entitlements that are common across a number of users, so any users you assign to a Role will have the same access to Accounts, Payment Types and Limits and other Features. Before building out your roles, consider the following questions regarding the number of roles you'll need and the access controls you would like for the users within each role:

  1. Will each user have distinct permissions, or can some users be grouped together?
  2. Will some users be able to draft payments, but not approve them, while other users will have approval authority, but will not draft payments?
  3. Will some users need access to different drafting or approval limit levels than others?
  4. Will different groups of users need access to different accounts?

Be advised that the entitlements engine with Corporate Edition is very powerful, with the ability offer very finite functionality based on how your business has organized its employees. This complexity can also easily foster over complication, so it is best to think through your role structure conceptually on paper before diving in to configure the roles. If you need help with a User Role strategy, please contact Cash Management who will be happy to assist you.

Key Resources to Review (Videos Available):

Once you've completed your role configuration, you can begin to add your users. Once added, the user will be able to manage their own settings while you will only be able to manage whether that user is enabled/disabled and which User Role they are assigned to.

Once the users have been added, you will need to separately notify them that their profile has been created and provide them with their username and password. They will be required to change their password on their first login and may choose to change their username within their Settings menu later.

Users that will Approve Payments will require a Symantec Token to do so. We offer virtual soft tokes via the Symantec VIP mobile application available for iOS and Android. You will want to instruct your users who will act as approvers to download this application and call to have their Credential ID linked to their username.

Key Resources to Review (Videos Available):

If you're able to export ACH or Wire recipient data from your old Online Banking platform, we offer a way to import the information into Digital Banking through formatted CSV files to populate the Recipient List. The Recipient List acts as a database of recipient information that can then be used to create Payments or Payment Templates.

Key Resources to Review (Videos Available):

Before you process your first payments, you'll want to have a thorough understanding of the payment drafting and approval process. Each payment must be drafted by one user and approved by another (referred to as "Dual Control" or "Dual Authorization"). This is a best-practice security measure that will help prevent both internal and external fraud on your accounts.

Key Resources to Review (Videos Available):

If your company has also opted to add the Business Bill Pay feature, you (or another designated "Level 1" Bill Pay Administrator) will need to follow the steps to enroll in the Business Bill Pay service and entitle other users to access the service.

If you plan to pay Bills from multiple entities with different names and addresses, be sure to review your options in the Paying Bills from Multiple Entities article.

Key Resources to Review:

Reporting is fundamental to how you operate your business, which is why we're pleased to offer an extensive reporting suite for Corporate Edition clients. Because "reports" can mean different things to different people, the resources below cover a few different topics related to reports and other data extracts.

Key Resources to Review (Videos Available):

Please also note that you (and any user with view access to an account) may also download up to two years of physical statement history that is archived in PDF format from the Statements menu.

Whether you have outsourced or in-house IT services, you will want to be sure to inform them that you have a new Digital Banking system that your employees will need to be accessing on a regular basis. There are typically a few key points of instruction that you'll want to make them aware of:

Notification email spam filters

Company email spam filtering is notorious for intercepting new Online Banking emails accidentally. This can be problematic if your users will need to receive timely alert emails as well as Secure Access Codes via email. Be sure to let your IT team know that they will need to add "secure.bostonprivate.com" as a trusted domain and that all notifications will be sent from "notifications@secure.bostonprivate.com" and whitelist that address.

Browser data removal

In order for users to "Register" their device, which prevents their being prompted for a SAC code on every login, the browser that the users are using to access Digital Banking cannot be configured to remove browsing data after each session, or each night. Doing so will cause the Digital Banking system to believe that a new device is accessing the platform and force a SAC code delivery on every login. Please make sure your IT team does not have a policy in place that will remove browser cookies set by secure.bostonprivate.com.

System requirements

Please also make your IT team aware of the Minimum System Requirements necessary to use the Digital Banking platform so they may check to ensure that all users have systems that will meet these requirements.