TREASURY BANKING SUITE SECURE BROWSER QUICK START …

[Pages:4]TREASURY BANKING SUITE SECURE BROWSER QUICK START GUIDE

Welcome to Treasury Banking Suite Secure Browser, a highly secure online banking application.

1. INSTALLATION STEPS ? WINDOWS

Your welcome package includes the credentials to install Treasury Banking Suite Secure Browser. You will also need: ? Internet connection ? Administrative privileges on the computer Please close computer applications ? a reboot is required for installation.

2. SELECT THE TREASURY BANKING SUITE SECURE BROWSER DOWNLOAD LINK TO FOLLOW THE INSTALLATION WIZARD

3. CONFIRM THE GREAT WESTERN BANK TREASURY BANKING SUITE CAN INSTALL FILES AND FOLDERS ON YOUR COMPUTER.

4. FOLLOW THE SETUP WIZARD GUIDE. CLICK NEXT TO PROCEED THROUGH THE INSTALLATION PROCESS.

Select Next to continue.

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5. ALL FILES AND FOLDERS HAVE BEEN

INSTALLED. SELECT FINISH.

You will be prompted to restart your workstation.

TREASURY BANKING SUITE SECURE BROWSER QUICK START GUIDE

6. DESKTOP ICON

Select the icon on your desktop to begin the simple registration process.

7. NETWORK SETTINGS

The application will check your network settings to confirm connectivity. When the SUCCESS message appears, select Next to continue.

8. CREDENTIALS

Enter the credentials provided in your welcome package. Select Next to continue.

Tips: ? Company and User ID are case sensitive. ? The Activation Key is not case sensitive.

Select Next to continue.

TREASURY BANKING SUITE SECURE BROWSER QUICK START GUIDE

9. TWO FACTOR AUTHENTICATION

Enter a name for Treasury Banking Suite Secure Browser on the workstation.

Name Example: Your name and workstation location - John Doe Office Desktop

Set a PIN value ? a private key to identify you for accessing ? Enter PIN twice for verification ? PIN Requirements: 6-12 characters 1 Letter 1 Number Case Sensitive

Select Next to continue.

10. PIN REGISTRATION

? Answer the questions to verify your identity.

Select Next to complete the registration process.

11. LOGIN

When logging into Treasury Banking Suite the first time you may be asked to answer additional security questions. ? Select the icon on your desktop. ? Enter Company ID, User ID. ? Enter the PIN created during registration.

TREASURY BANKING SUITE SECURE BROWSER QUICK START GUIDE

A ONE-TIME PASSCODE IS GENERATED FOR LOGIN.

12. WELCOME TO TREASURY BANKING SUITE

SECURE BROWSER

Navigation in the secure portal is simple and saves time by eliminating the need to maintain separate credentials for each online destination.

A & F B

C & D E

A. Preferences ? Access Preferences for your Client Profile, to change your PIN, View Proxy Configuration, and access to Audit Events.

B. D estination Bar ? Click in the Destination Bar to navigate to your Treasury Banking Suite destinations. Destinations are based on permissions for your User ID. Each open destination will display as a new tab under the Destination Bar.

C. Print ? Capture and print a screen shot of the current page. D. G enerate Passcode ? Select this option to enter your PIN and generate a one-time passcode that can be used to

authorize payments and other actions. E. Tabs List ? Displays a list of open tabs. Select an option from the list to jump to that tab. F. File ? Select "File and then choose Exit" to exit Treasury Banking Suite.

13. A FTER INSTALLING THE SECURE BROWSER ? right click on the desktop icon and click "Rename" to rename

icon to accommodate multiple users and or companies with Secure Browser installed on the same workstation.

14. REPEAT STEPS 1 THROUGH 13 FOR EACH ADDITIONAL USER REQUIRING ACCESS to Treasury

Banking Suite from the same workstation.

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