Company Administration FAQs

Company Administration is an important feature included as part of your KeyNavigator^® setup. It gives you control over what your KeyNavigator users can access and has the flexibility to address the complexities of a multi-tiered user environment. Company Administrators can add users and customize account access, approval levels, service entitlements and amount limits for each individual user.

There are three levels of Company Administration access available: Administrator, Approver, and View/Reporting Only. To give your company even more flexibility and control, these roles can be narrowed by function and/or service application.

• Administrators: Administrators have control of adding users and/or provisioning user access to services. 
• Approvers: Approvers can authorize or reject edits submitted by Administrators. 
• View/Reporting Only: This role allows users to access Company Administration and view existing setup by service as well as run and export history reports. Users with this role are prevented from making edits.

Yes. Company Administration users with the Platform Administrator role can create new KeyNavigator user profiles, reset user passwords, suspend system access, and provision access to mobile channels.

Administrators must have the appropriate application Administrator role(s) to provision user access to KeyNavigator services like Information Reporting, Wires, ACH, Key Capture^®, etc.

If you are adding more than 10 users to your profile, please use the following .csv template and choose "file upload option" to complete this task.

Template for Multiple Users

No. To ensure safety and security, new accounts cannot be opened through Company Administration at this time. Please contact your Payments Advisor for more information.

Accounts owned by the company can be added to KeyNavigator and set up for common cash management services including Information Reporting, Wires, Positive Pay, Book Transfer, and more.

Note: To ensure security, accounts cannot be set up for ACH origination or Key Capture remote deposit through Company Administration at this time. Other restrictions may apply depending on the type of account and the service. Please contact your Payments Advisor for more information.

No. Administrators are prohibited from modifying their own access and entitlements and Approvers are prohibited from authorizing changes to their own access and entitlements. This is an important security function to protect your company’s assets.

Our Company Administration tool allows you to view service setup summary reports as well as activity & maintenance history reports. Some reports can be exported to Excel, and others can be printed in PDF.

Yes. Secondary authorization is required when access to the wire module is modified. Secondary authorization is an option for other modifications including newly added user, password reset, access granted to fraud services, and access granted to mobile.