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Corporate Adminstrator must grant permissions under general SetUp

ERD Permissions


Select - Grant User Permission
Select
- Select Report Type The ERD Report Permissions Service allows the Corporate Administrator to assign electronic reports to individual corporate users. The available reports are those permitted to the customer by The Exchange Bank.

Company Users List

Users list box contains a list of users in your organization. Click on user name to select it. The Assignment list box set displays with the associated report permissions for the selected user.

User Permissions
* Broadcast Reports
Inactive ERD Reports 
Active ERD Reports

Broadcast Reports, available to everyone, are marked with an asterisk.

The Users list box contains a list of users in your organization. Click once on a user name to select it.
The Assignment list box set displays with the associated report permissions for the selected user.

The reports listed in the left list box (Inactive ERD Reports) are reports permitted to your organization by the bank and not yet assigned to the selected user. Any reports listed in the right (Active ERD Reports) have already been permitted to the user. Both list boxes permit multiple selection. Highlight one or more reports in a list box, and use the add/remove arrow buttons to move them from one list to the other.

ERD Reports

Select

The Report Select feature displays all reports sent to you in accordance with the permitted reports set by the corporate administrator in the ERD Report Permissions Service. You can open one or more reports to view and access the report details for each.

Displaying a Summary Report

ERD Inbox: Company - ADMIN

   

Load Date: Popup Calendar

To: Popup Calendar

 

Batch #

Load Date

As of

Report Code

Report Type

File

20001730002

08/19/2000

08/19/2000

703

Returns Report

7010003.txt

20001730003

08/19/2000

08/19/2000

702

ACH Returns

7012022.txt


Printed on August 19, 2000 at 12:28 PM

Displaying a Detail Report

To review details (actual program), click the magnifying glass icon in the Detail column. The detail report displays in the ERD Inbox Detail window.