Navigation:  Internet and Phone Systems Screens > Setup Screen Group > User Profile Security Defaults Screen > Personal tab >

Access Settings Field Group

Navigation:  Internet and Phone Systems Screens > Setup Screen Group > User Profile Security Defaults Screen > Personal tab >

Access Settings Field Group

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Use this field group to indicate settings for users to access remote features at your institution. Settings can be indicated for Personal users, Company users, and Sub-Users, depending on which tab this field group is accessed from.

 

These defaults are automatically applied to newly created users. Individual values for these fields can be set for specific users on the Internet and Phone Systems > User Profile screen.

 

ipssupsd_access

 

There are 7 remote features whose settings can be defined in this field group: Security, External Accounts, Positive Pay, Bill Pay, Wires, ACH Batch*, and ACH Detail*. There are 5 settings that can be defined for each remote feature:

 

Field

Description

Add

 

Mnemonic: SIALNW

Use this checkbox field to indicate whether the selected user type can add settings for the corresponding feature.

Change

 

Mnemonic: SIALCG

Use this checkbox field to indicate whether the selected user type can change settings for the corresponding feature.

Delete

 

Mnemonic: SIALDL

Use this checkbox field to indicate whether the selected user type can delete settings for the corresponding feature.

Inquiry

 

Mnemonic: SIALIN

Use this checkbox field to indicate whether the selected user type can view settings for the corresponding feature, but not change them.

Post

 

Mnemonic: SIALPS

Use this checkbox field to indicate whether the selected user type can post the corresponding transaction type from their account. This setting only applies to the Positive Pay, Bill Pay, Wires, and ACH Batch features.

 

Use the amount fields on the lower right of this field group (mnemonic SIMXAM) to indicate the selected user type's maximum allowed Wire transfer amount, as well as the maximum amount allowed for ACH Payment* and Collection* batches (when sub-users create batches for their company's account).

 

 

*These fields do not appear on the Personal tab.

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