Preferences
From the Home Page on the Preferences Tab the user can make some look and feel changes to the application:
- User can customize the look of OLB. For example a user can change the page they are directed to upon login.
- To make a change to the page displayed upon login:
- Under Site Navigation
- From "Select start page after login" has a drop down that offers the user four options
- Home
- Account Management
- Payments & Transfers
- Reporting
- Click on one of the four choices
- Click SUBMIT button
User will get a confirmation that their selection was successful. Next time user logs in, this screen will be the screen displayed.
1. Alert Notification
Alert Notification
- These are bank generated alerts. User can configure the order of notification of the alerts (None, 1, 2, or 3)
- Primary and secondary alert notification methods are selected using the drop downs
- Message Center (Secure)
- Select from 1, 2, or 3
- Email (Unsecure)
- Select from 1, 2, or 3
- Enter the email address
- Email (Unsecure) allows you to send to a non-registered user
- Select from 1, 2, or 3
- Enter their email address
- Go back to Primary and secondary alert notification methods and select the choice again and scroll down to the bottom of the page
- Click SUBMIT button
- A pop up stating "Your settings have been changed." appears
- Message Center (Secure)
2. Session Activity Report
A Session Activity Report may be generated when you log out of the system. The report will capture the activities you have performed. The following is provided as an example:
The system default is set to 'No.'
To change the default and activate the report when you log out of the system, change the option to 'Yes.' Click the 'Save' button at the bottom of the page. The system will display a User Setting Save Confirmation page.
Click the 'Done' button.
3. Time Out
The
The system will automatically log the user out if the user has not performed any activity within 30 minutes. You have the ability to set up a different time out period, if appropriate.
Please be cautious when setting the time out period to more than 30 minutes. Consider the implications of the authorized user walking away from the active
You also have the option to set the time out period to less than 30 minutes, which may be appropriate if a more restrictive system security approach is desirable.
To change the default time out period, select the appropriate time out period from the drop down list. Click the 'Save' button at the bottom of the page. The system will display a User Setting Save Confirmation page.
Click the 'Done' button.
4. Bank Lookup
Bank Lookup is a function available within Wire and ACH functionality. The function assists you by allowing you to search for and determine the ABA/Routing Number associated with a financial institution.
The Bank Lookup default is set to display up to 50 banks that match your search criteria. We recommend keeping the default at 50, since many banks have a large number of branch locations.
To change the default, select the appropriate display limit from the drop down list. Click the 'Save' button at the bottom of the page. The system will display a User Setting Save Confirmation page.
Click the 'Done' button.
5. Transaction Search
The Transaction Search default is set to display up to 250 transactions that match your search criteria.
To change the default, select the appropriate display limit from the drop down list. (Please note: The larger the display limit the more time
Click the 'Done' button.