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 too, 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 – One person that is designated as the responsible
party concerning the member account and UltraBranch Business Edition.
Must be an
Authorized Signer.
-
Company Administrator – Person(s) that have been granted authority
to use all the features of UltraBranch Business Edition and establish
entitlements for
other Users. Must be an Authorized Signer.
-
User – Person(s) with limited permission to use certain features
of UltraBranch Business Edition.
-
Authorized Signer – Person(s) listed on the Master Account Agreement.
May or may not have access to UltraBranch.
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 inactivate
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 password, or account
number and PAC. For this reason, caution should be exercised when assigning
entitlements. Please refer to your UltraBranch Business Edition Service Agreement
for more
details on security and liability limitations.
- You should immediately delete any User or Company Administrator that
has left your employment. Undue exposure can also be avoided
by inactivating any User
or Company Administrator that is on an extended absence.