Company Admin Overview
It’s easy to streamline your business finances when you have 24-hour
access to online tools that make payroll, tax payments and reporting easy.
Entitlements allow you to share the workload, by giving other employees access to specified
accounts and tools.
However, electronic transfer and payment authorization tools can be used for
fraudulent purposes, so it’s critical that you fully understand the
ramifications of granting another User access to your accounts.
Types of Users
Part of Business Edition’s flexibility includes multiple levels of
user access:
-
Primary Contact – Individual that has authority to use all the features of
UltraBranch Business Edition and establish or remove entitlements for company administrators
and users. Must be an authorized signer on the account.
-
Company Administrator – Person(s) that have the authority to use all the features
of UltraBranch Business Edition and establish or remove entitlements for other company administrators
and/or users.
-
User – Person(s) with limited permission to use certain features of
UltraBranch Business Edition. May not add or delete other Users or change entitlements.
-
Approval Groups – Set of Users given permission to approve other Users' transactions.
Considerations for adding Users and Company Administrators
- When you add a Company Administrator, you are granting that individual
the same rights and privileges you have in regard to your main
business account.
- Company Administrators have the authority to add and delete other Administrators
and Users, transfer funds between accounts, withdraw funds,
and view all aspects of accounts. They also have the authority to change User
IDs and PACs and deactivate the User ID for other Company Administrators, Users, and even
the Primary Contact.
- Alaska USA Federal Credit Union is not responsible for any loss, damage
or expense you may incur from any transactions made through UltraBranch
Business Edition that were submitted with a valid User ID and PAC. For this reason,
caution should be exercised when assigning
entitlements. Please refer to your UltraBranch Business Edition Service Disclosure
for more
details on security and liability limitations.
- When a User has left your employment you should immediately change the status to inactive. Undue exposure can also be avoided
by inactivating any User or Company Administrator that is on an extended absence.
