Dime Community Bank

How to create and configure an authorized user in Business Online Banking PLUS.

Overview

Dime Community Bank allows you to grant access to your accounts by creating a User.

This is done through Business Online Banking PLUS, where you can:

• add a new user with their own login credentials
• choose which accounts they can access
• define what they are allowed to see and do, such as viewing balances or initiating payments

You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

Bank terminology

Concept	Dime Community Bank term
Delegated user	User
Admin	Administrative User

Setup steps

1. Navigate to user management

Sign in to Business Online Banking PLUS.

From the home page, select the Administration menu, then select Administration.

Select Actions to the right of the Company Name/Number.

2. Create user

Select Add User.

Enter all required information. The available fields include:

Field	Notes
First Name	Required
Last Name	Required
Administrative User	Check to allow the user to have all administrative abilities
Enable Date	The first date the user can login
Email Address	Where the system sends emails such as Temporary Passwords
Encrypted Report Password	Password used to open PDF reports
Enable SMS Messages	MUST BE SELECTED to enable a user to receive SMS text messages
Terms and Conditions	Must be selected to agree to terms and enable SMS
Message Enabled Cell Phone Number	Number that will receive SMS texts
Software Activation Key	Code needed to activate the Secure Browser and/or Mobile App
Bulletin Delivery	Allows the Bank to email Bulletins
SMS Notification Window	Selection of dates and time for receiving SMS texts

3. Assign services

Find the user, select the Actions to the right of that user, and select Services.

The services available to a user will display by category: Corporate Customers, Small Business Customers, Statement and Notices, and System Administration.

Check the box next to the service needed, then select Save when all selections are added.

4. Assign account access

Find the user, select the Triangle to the left of a user’s name.

All services assigned to the user are displayed. Click on the Yellow Pencil to edit the Service for the user.

Click on the Green Briefcase to edit the accounts available to the user for each Service.

5. Configure payments

Select the Actions button to the right of the user, and select Payments.

The Payment or transaction services available to your company will display (e.g., ACH Payments, Wire Transfer, Account Transfer, BillPay).

Select the checkbox for Payment or transaction type to assign to the user. Additional settings will present to enable for the service selected.

Click Save when complete.

Important notes

Enable SMS Messages MUST BE SELECTED to enable a user to receive SMS text messages. The Terms and Conditions checkbox must also be selected.

Use one user per account if separate connections are required.