Using the Help Menu in Business Digital Banking
Business Digital Banking includes a Help menu with step-by-step guides to assist you as you manage your business finances.
How to Access Help
You can view in-depth Help pages at any time while you’re logged into Business Digital Banking.
- Step 1: Log in to Business Digital Banking from your desktop browser.
- Step 2: Click the “Help” icon (question mark) in the upper right corner of the screen.
Clicking ”Help” will open a menu with helpful guidance based on where you are within the platform.
Help Menu Overview by Section
Home Page
On the Home Page, the Help menu includes general topics such as:
- Navigation tips
- Account overview
- Alerts and notifications
Accounts Tab
When viewing an individual account under the “Accounts” tab, the Help menu provides guidance on:
- Account Activity
- Alerts
- Adding External Accounts
- Using Quick Links
Payments & Transfers Tab
Within the “Payments & Transfers” tab, the Help menu offers support for:
- ACH Payments
- Wire Transfers
- Tax Payments
- Internal Transfers
- Using and managing Templates
Services & Settings Tab
When you’re in the “Services & Settings” tab, the Help menu covers:
- Stop Payments
- User Preferences
- Administrative Tools, including Sub-User Administration
Sub-User Administration
Sub-User Administration allows you to manage additional users’ access to your Business Digital Banking account, including roles and permissions.
Example To view help specific to Sub-User Administration:
- Go to “Services & Settings”
- Select “Administration”
- Open the “Help” menu to view instructions on adding, editing, or removing sub-users and assigning permissions.