How to add services and accounts in AOTM
To add access to services and accounts, do the following:
1. Hover over the “Administration” tab
2. Select “Manage Users”
3. Click on “Edit Services & Accounts”
For wire transfer approvals
a) Select the “Add” or “Change” link to the right of the following services:
- Wire Domestic One Time
- Wire Domestic Template Based
- Wire FX Intl One Time
- Wire FX Intl Template Based
- Wire USD Intl One Time
- Wire USD Intl Template Based
b) For the accounts they should have access to approve, check off the empty box next to:
- Entitled Account
- Allow Transmit
c) Click “Save Changes”
For ACH transactions approvals
a) Select the “Add” or “Change” link to the right of the following services:
- CCD Payment
- PPD Payment
- CCD Collection
- PPD Collection
b) For the accounts they should have access to approve, check off the empty box next to:
- Entitled Account
- Allow Transmit
c) Click “Save Changes”
For Positive Pay approvals
a) Click “Add” or “Change” to the right of the following Positive Pay services:
- ACH Positive Pay
- Positive Pay
- Positive Pay Exception Maintenance
- Positive Pay Issue Maintenance
b) For the accounts they should have access to approve, check off the empty box next to:
- Entitled Account
- Allow Transmit
c) Click “Save Changes”
4. After all services and approvals have been updated, click on the big “Save Changes” button at the bottom left of the screen.
