Welcome (Dashboard) Screen

When you login the Welcome (Dashboard) Screen is displayed. At the top of the screen are icons:

• Your last login date and time are shown at the top of the screen.
• Select Customer: By default all accounts are shown in the system, if you wish to view only the accounts attached to a particular CIF (customer interface number with the banking system), please select the CIF number.
• The number of new unread messages (click to view screen) from the bank are shown.
• The number of transactions pending for your authorisation (click to view screen) are shown.
• Contact Us Links are available on the side of the screen.

WIDGETS

The general widgets are:

• Welcome messages displayed by the bank.
• Account Details.
• Recent Transactions.
• See Customise My Widgets.

  Widgets are tools or objects that you can arrange on your home page. Some widgets contain "at-a-glance" data.

  • The available widgets are displayed on this screen.
  • To display a widget on your Welcome Dashboard Page, check the activate box.
  • Click the My Dashboard menu to view the widgets.
  • You can re-arrange the widgets, click and drag the widget, when you see a box appear, you can drop the widget into place.

New Customer

• It is strongly recommended that you change your password frequently and do not divulge the details to anyone Change User Password

  For your own security we recommend that you change your Password frequently. Never reveal your Password to anyone.

  NOTE: The required format by the Bank for the password is displayed on the screen.

  • User ID: Displays your current User ID.
  • Existing Password: Enter your current Password.
  • New Password: Enter a new Password within the following limitations:
    • You are not allowed to reuse your old password.
    • You are not allowed to use a sequence of identical characters.
    • Your New Password should be different from your current User ID.
    • Password length is defined by the bank, an error message will appear if you input the incorrect length with the correct number of characters.
  • Advice: You should not use Passwords consisting of:
    • Months, weekdays, birthdays or any other form of date.
    • Family names, initials or license numbers.
    • Names, ID number or any other bank references.
    • Phone numbers or consecutive number series.
    • Dictionary words.
  • Confirm New Password: Enter your New Password for confirmation.
  • Click Submit.
• To choose which processes you want to receive an Alert for see Alerts Administration

  This screen is to maintain your SMS/email alerts.

  • Check the active check box of the processes you wish to receive an alert.
  • Note: The bank has the right to make some processes mandatory for example Change Password and Change Beneficiary.
  • Click Save.
  • Note: SMS alerts will be sent in the same language as the transfer was made in.

• Choose how you wish your accounts to appear in the Internet Banking System, and add account aliases, see Account Personalisation screen.

  This screen is for you to maintain how you wish to display your accounts in the system.

  Process Options

  • Account Alias: You can easily rename each account for your own benefit by completing the Account Alias. This alias will be reflected in all account selection lists inside the Internet Banking System (optional).
  • Priority: Enter a number for the order in which you wish the accounts to appear in the Internet Banking System (optional), e.g. 1,2,3.
  • Click Save.

• You can access all the functions in the system from the Main Menu, or you can use the Favorites menu on the side of the screen, see Customise My Favorite Menu.

  This screen gives you the option to customise your Favourites menu.

  • In the column View On My Menu, check the check boxes of the screens you wish to appear on your menu.
  • Click Save to save the changes.