Module 3: Administrator Set-Up Intuit Financial Services University Internet Banking Certification Training

Internet Banking Certification Page 2 Module 3: Administrator Set-Up © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Administrator Set-Up - Objectives By the end of this section, you will know how to:  Access the Management Console menu in Admin Platform  Review Admin Platform ID and password requirements  Set up, maintain and delete additional financial institution administrators to work in Admin Platform  View top roles and permissions

Internet Banking Certification Page 3 Module 3: Administrator Set-Up © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Admin Platform > Management Console Notes: The Admin Platform is accessed from where is replaced with your financial instruction's URL. Your IFS Implementations Manager will provide access to your initial Super User upon delivery for testing. The navigation displayed under the Management Console menu will vary for each employee based on their roles and permissions set by the financial institution’s Super User(s). Administrative functions for Internet Banking are managed through the Management Console menu in Admin Platform.

Internet Banking Certification Page 4 Module 3: Administrator Set-Up © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Administrative Functions Support – View bill payment profiles, perform end user administration, view MFA and online statements status, reset users and verify user ID Partners – Access partner tools such as Customer Service Tool (FIS clients), PartnerCare (Fiserv clients) and/or LivePerson administration. These tools are covered in separate certification training courses. Registration – Register new consumers and research applications Maintenance – Set bill pay defaults, enable IB access, delete inactive users, manage addresses, administer online statements and scheduled transfers, access batch tools (if applicable) Marketing – Set MOTD, access Promotion Manager and Survey Manager, work with website tools (if applicable) Reports – Run and download a variety of Internet Banking and Bill Payment consumer and employee audit reports

Internet Banking Certification Page 5 Module 3: Administrator Set-Up © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Administrative User ID and Passwords Administrative User IDs 6 to 12 characters in length Must be unique within the organization Can be any combination of letters and numbers and can include period (.), underscore (_), and dash (-) but no other special characters nor empty spaces. Should identify the financial institution administrators for audit tracking and reporting Passwords 8 to 75 characters in length Must include at least 1 number and 2 special characters A new password cannot be the same as the last 6 passwords used on your account. Passwords expire after 13 weeks. There is a two week "grace period" before actual lock out in which you will be prompted to change your password before it expires. A user with an expired password will be locked out and must contact a Super User or User Admin to get unlocked and have password reset. Three sequential, unsuccessful login attempts during a 24 hour period cause the user to be locked out. A successful login resets the count. Admin Platform users may contact a Super User or User Administrator to get reset. User Administrators must contact their Super User to get reset.

Internet Banking Certification Page 6 Module 3: Administrator Set-Up © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Control Panel > Users A Super User may set up additional users in Admin Platform by selecting Control Panel from the top right. Next, select the Users link. Training on user administration is available in-product through these icons: Simulation: Quick Help Guide: To set up a new administrator, click the Add button. To edit or update an existing administrator, click the Actions button next to the desired user, click Edit and proceed to make necessary changes. To delete an administrator, click the Actions button next to the desired user and click Deactivate. Once deactivated, the option to Delete appears.

Internet Banking Certification Page 7 Module 3: Administrator Set-Up © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Users > Roles and Permissions A Super User may set up each employee with specific roles and permissions based on their job responsibilities. Roles contain a set of suggested permissions for a given group. Individual permissions may be added or removed under the All Permissions area. A description and further detail is provided when a role or permission is selected. A user may be set to view other users under Control Panel as well as given a User Administrator or Super User role in order to add, edit and remove users.

Internet Banking Certification Page 8 Module 3: Administrator Set-Up © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Users > Roles and Permissions Top Roles Mgmt Console Master – full access to all tools under the Management Console menu. Recommended for support staff managers. Top Permissions Support Dashboard Update - gain quick access to search/view user info as well as unlock, reset password, and reset login security Support Dashboard View - gain quick access to search/view user info MC Standard Registration– process standard Internet Banking registrations MC FIS (or Fiserv) Bill Pay – manage bill payment applications and profiles MC SRT – Manage schedule and recurring transfers MC Console Activity Reports – run employee audit reports and logs User Management Super User - can add, edit and deactivate all users including Super Users. User Administrator – can add, edit and deactivate all users except for Super Users or other User Administrators Note: In order to view a full list of users and roles, click the User Audit Report button on the Users screen. A downloadable PDF report is generated.

Internet Banking Certification Page 9 Module 3: Administrator Set-Up © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Users > Roles and Permissions Roles and Permissions Worksheet List the different job roles at your financial institution and the responsibilities for each role: Using the Roles and Permissions descriptions in Admin Platform, list each role above and the permissions you wish to assign for this role:

Internet Banking Certification Page 10 Module 3: Administrator Set-Up © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Administrator Set-Up - Practical Applications 1.Where does the Super User go within Admin Platform to set up, maintain and delete administrators at the financial institution? 2.Can the Super User manually disable an administrator to restrict their access to Admin Platform? If so, how? 3.What permission would you assign an employee in order to gain quick access to search/view user info as well as unlock, reset password, and reset login security? 4.What is the difference between a Super User and User Administrator? 5.You are the Super User and have forgotten your password. What do you do?

Internet Banking Certification Page 11 Module 3: Administrator Set-Up © 2012 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Administrator Set-Up - Objectives In this section, we learned how to:  Access the Management Console menu in Admin Platform  Review Admin Platform ID and password requirements  Set up, maintain and delete additional financial institution administrators to work in Admin Platform  View top roles and permissions