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Transcript

Brittany: Okay. It is two o'clock Eastern, so I [can 00:33:49] think we'll go ahead and get started. It looks like we have a good number of folks on the line and a few more are in the process of joining. So I just want to say thank you to everyone for attending our KeyNavigator self service administration training webinar today. I did get a few messages is right off the bat saying that the screen was black. I am sharing something. So I'm hoping that you can all see. I'm going to unshare really quickly and reshare and hope that resolves the problem.

Brittany: Okay, great. We will go ahead and get started. So again, thank you everybody for joining. My name is Brittany, I'm a product owner on the KeyNavigator team here at KeyBank. I will be the lead presenter for our session today, and I will be reviewing some of the changes and upgrades to our entitlements administration features available to our commercial customers within KeyNavigator self service. A little bit later in the hour, my teammate Megan Short will also be joining us. Megan is also a product owner on the KeyNavigator team, and she will be sharing a little bit more information regarding the changes to KeyNavigator sign on and registering for the new authentication tools.

Brittany: Before we get started, I do have a few administrative things to go over. This session is being recorded. A version will be made available to playback in KeyNavigator online help. So that will be available to reference or for anyone who couldn't join. Also all lines are muted, so please submit any questions that you have throughout the session in the Q&A section of the Zoom window. I'm going to be doing my very best to answer questions live throughout the session. But if I don't get to your question today during the webinar, then our team will be sure to reach out and follow up with you after.

Brittany: And then finally, I just wanted to mention, so the main topic for today will be self service administration and access management. By now you are all aware of the upcoming enhancements that will change the way that you sign in and authenticate to KeyNavigator. So like I said, if you have questions regarding security or KeyNavigator sign on, we do ask that you hold those until the end. And my teammate, Megan will go over some of the frequently asked questions, and then we'll also be able to take some questions from attendees at that point as time permits.

Brittany: Okay, so now we're going to talk a little bit about self service administration and before we get right into all of the exciting enhancements, I'm going to do a little bit of an overview for all of you. So self service is the entitlements administration tool within KeyNavigator. So with self service you can add new users, control user permissions for cash management functions, manage system access to KeyNavigator. There's also information that you can view like activity history and maintenance history, and lots of other information available to you within self service. So the self service experience, as you know it today is being upgraded, which is why we're having this webinar, and we're really excited to introduce some of those new tools, which I will review in more detail and actually go through a few demonstrations as well.

Brittany: So from an improved user interface to enhanced user maintenance tools, these self service updates that are summarized here on this page will help you manage your business more efficiently and also more securely. So the real value of self service is that it gives you the ability to view and maintain what users at your company can access within KeyNavigator. User access in KeyNavigator, as you might know, is controlled by what we call entitlements. Meaning only users with the appropriate roles can access cash management tools and information within KeyNavigator. So, across all of our KeyNavigator modules, we offer many different ways to customize user entitlements or user access. But historically self service access has not been quite as flexible.

Brittany: So with this upgrade that we are rolling now in the next few weeks for your company, self service access will be able to be customized and refined per user for the first time. So you can have peace of mind knowing that only authorized employees have the power to control KeyNavigator user access. And there'll also be a few different ways that you can personalize and customize that access. So I'm going to be walking through these changes to demonstrate how you can streamline some of your routine maintenance tasks, and also make sure that all of your users are set up appropriately with only the access that they need.

Brittany: So company administrators are the individuals that are authorized at your company to use self service and manage user access through self service. So, these are the users who can log into KeyNavigator and create new user profiles or edit user access for high risk payments functions and with that does come a lot of responsibility. So in the past, there was only one level of self service access that gave administrators the ability to view and manage all of the information with no room for customization per user. After this upgrade, there will be a few new variations of self service user access, which can be refined to help your company manage self service access with more versatility and also more control. So here on the screen, you can and see that these are going to be the three types of self service access that can be provisioned to users in KeyNavigator.

Brittany: Users with platform administration access will be able to basically manage who can log into the KeyNavigator platform across our channels. So they can create new user profiles, reset user passwords. They can also temporarily suspend system access and manage and update access to our mobile channel. So that would be our mobile deposit app, as well as our mobile web.

Brittany: Then we have a couple of additional self service roles that basically control what your users can do once they're logged into the KeyNavigator platform. So with common services administration, users can manage access to our core cash management modules and KeyNav. They can control who is authorized to access these common services like book transfer and wires. They can also update entitlements and preferences for all of these services, including transaction limits, payment thresholds, and other fine grain entitlements. And then finally, we are really excited to introduce Key Capture administration in self service for the first time. So if your company does remote deposit with KeyBank through KeyNavigator, then you can have specific Key Capture administrators at your company who will be able to manage user access to remote deposit. So they'll be able to enroll users in remote deposit, edit user access to deposit accounts and deposit locations, and also remove user access to this service as well.

Brittany: The one thing that I really want to mention here before we move on to a demonstration, is that these enhancements do not impact current access. So it gives you the ability to refine and customize as necessary for your current users and also going forward for new users, but all of your existing self service users access will be converted on your behalf. So if you already use self service, there is no action required. When you log in after these upgrades are implemented, you will be able to accomplish all of the tasks that you do today without any interruption, this just gives you some flexibility moving forward. Okay, I'm going to pause really quickly for questions. So I encourage you to submit any questions that you have while I switch over to open up a demonstration.

Brittany: It looks like no questions yet, which is great, so I'm going to continue doing forward. So when you log into KeyNavigator and enter self service beginning next week, the first thing that you're going to notice is a modernized user experience. So this self service homepage has basically been refreshed and there is some new information that is available to you from here as well. There are six sections that make up the self service homepage. So before I get right into some of the new Key Capture administration tools, I'm going to go through everything that's available to you right from here. So in the top left, we have our company profile section. This is where you can see a company level information about your current company's KeyNavigator setup. The majority of this information that you can view from here is view only. So if there's any changes needed to address or any information here, you will want to reach out to a member of your KeyBank team or commercial banking service.

Brittany: But we do have a new tool within the company profile section that allows you to manage company contacts. So company contacts are important because they are basically the first person that we go to inform your company of any updates to our KeyNavigator services that might change or impact the way that you use KeyNavigator today. So they're kind of the first person that we reach out to regarding updates, and they were likely the first person that we was aware of the security updates and these self service updates as well. So the individuals that are identified as company contacts can be managed within self service for the first time. So users can be added and provisioned as company contacts, they can also be edited or removed. The one thing that I will mention here is that company contacts do need to be current and active KeyNavigator users.

Brittany: So if you're going through the process of updating your company contacts, and you don't see the user that you would like to make company contact, chances are that they might not have an active KeyNavigator profile. And in a few minutes, I'll walk through adding a new user so that you can see how to do that.

Brittany: Under the company, you profile section on the self service homepage, we have our maintenance queue. So this is where you'll be able to view items that you've submitted that are pending approval based on your company's secondary authorization setup. Or if you are designated as a self service approver, this is also a place where you can authorize a or reject changes submitted by other users at your company. There are no changes to our maintenance queue with these upgrades. So, everything that you're used to viewing and decisioning from this section of the homepage should remain the same. And then under our maintenance queue, we have our company account section. So similar to the maintenance queue there are no changes to our company account section here within self service. So if you go here for common actions that should, those processes should remain the same.

Brittany: The one thing that I will mention is that for some of our services, including Key Capture and ACH, accounts for those services will not be shown in this list. So just keep that in mind, I'm going to show you exactly where you can go to view all of your remote deposit locations and accounts. All of the accounts that you'll see here are ones that are available to be set up for our common services, such as information reporting, our wire module book transfer, and some of our other common services like image research center and file transfer.

Brittany: Okay. And then back up at the top right of the self service homepage, we have our company services section. So our company services section will show you all of the current services that your company is set up for within KeyNavigator. So you'll only be able from here to view services that are currently set up, you will not see services that are not applicable to your company from this section. Selecting a service from here will allow you to view the current service setup. So if we were to select wires, for example, or information reporting, then we can see all of the users and also the accounts that are set up for these services within KeyNavigator. You can also front these pages export our all services summary, which includes the current setup for all of our common services. I know that's a very popular and commonly used report today, and you'll be able to access that from any of these pages as well.

Brittany: Our company services section is also where you're going to be able to view detailed information about your remote deposit set up for Key Capture. I'm going to come back to this in just a few minutes, but just keep in mind that if you want to view the way that your company is set up for Key Capture and for remote deposit, you'll want to access that right under company services.

Brittany: And then underneath our company services on the self service homepage, we have our company self service and mobile preferences. So earlier I mentioned that there's some new information available to you. And a lot of that information is summarized in this new section of the self service homepage. So under our self service preferences, there are three company level preferences that you'll be able to view. You'll be able to view whether or not your company is set up for company administration, which if you're in self service, then that check box will be filled. You'll also be able to see if your company requires secondary authorization for some self service changes, including any time a user is added, or anytime a password is reset.

Brittany: The third secondary authorization preference you'll be able to view from this section, is whether or not your company requires approval anytime users are being granted access to our mobile channel. So our mobile deposit app or our mobile website. Any of the secondary authorization options that you can view from here are view only. So if you would like to request a change to your secondary authorization preferences for self service, whether you want to require approval, anytime I'm a user is added, a password is reset or access to mobile is updated, you can do so, but you'll need to reach out to commercial banking services or a member of your key bank team as this detail, like I said, is you only from this page.

Brittany: And then we have our company self service administrators list. So this basically summarizes all of the users at your company that have any type of access to self service. So whether it's at the platform level or for our common services or Key Capture, users with any access to self service, whether they're an administrator, an approver, or they have view only will be listed right from here.

Brittany: So these first three columns here will show the users that are set up for the platform level access. So as a reminder, platform administration allows self service users to manage who can actually log to KeyNavigator. And then under this last column, our application self service, you'll see if they also have the ability to manage user access to common services and or Key Capture. For convenience, we also have the ability to edit this access right from this page. So rather than having to drill in to the user detail, you can edit this access right from here. And you'll see there's a few pieces of information that's in the user profile that you can access from here, including the user's mobile access, and then also how they can access self service.

Brittany: Under our company's self service and mobile preferences section, we have our KeyNavigator users list. So this is probably the most commonly utilized section on the self service homepage. This is where you'll be able to see all of your company's active KeyNavigator users. So any user with an active KeyNavigator login will show on this list. And we have also added some additional information that you can view from the homepage as well. So you'll be able to see not only their first name, last name and user ID, but you'll also be able to view the last time they logged in and whether they have access to our mobile website or our mobile deposit app, right from here.

Brittany: This is also the section of self service where you can add a new KeyNavigator user. And the process of adding a new KeyNavigator user has been enhanced to streamline process and make it easier to get the user, not only set up to be able to log into KeyNavigator, but also get some of their access completed so that they can quickly and easily access our cash management functions. So now we're going to walk through actually adding a new KeyNavigator user. The first step in this process is building the user profile. So you'll want to enter the user's name, first name, last name, and then also their primary phone number, as well as their primary email address.

Brittany: One thing I really want to mention here with the phone number is, there is a difference between the primary phone number in their profile, and the security phone numbers that the user themselves are responsible for keeping up to date. So at first time login, they will go through a process and be able to set up their appropriate security phone numbers, as well as some other information, like security questions and how they would prefer to authenticate within KeyNavigator. This primary phone number though, can be managed and updated by platform administrators.

Brittany: Then there's two other pieces to the user profile that you'll be able to set up at this point. You'll be able to decide if the user that you're should have platform access to self service. So should they be able to also add users and reset passwords? And then if your company has any secondary authorization requirements, then you can decide if this user has the authority to approve or reject those changes. And then finally you can decide whether this user should have any mobile access. One thing I will mention is if your specific company is not set up for mobile deposit, then you will not see mobile app or MRDC access in this step. So MRDC which you'll see throughout self service, and also in some parts of KeyNavigator that stands for mobile remote deposit capture. So this is our mobile app that allows deposit through mobile devices.

Brittany: Once the user profile is saved, a couple things will happen. So this new user will receive a welcome letter with sign on details. And also the administrator will be able to move on to begin actually setting up this new user for access to KeyNavigator. So the first step will be setting the user up for our common services. This is an opportunity to actually copy access to common services from another user. So you can choose the user that you want to access from. And once you select review user, what's really nice about this is it's actually going to show you what the current user has, so you can go through and refine if needed. So if you're setting this user up and you didn't realize that they actually had access to payables for book transfer, then at this point in time, you can uncheck book transfer so that they wouldn't get that access copied from the user selected. And then you'll also see the administration preferences for common services. So should this user be able to manage and control access to these common services, and that can be decide with these three entitlements.

Brittany: If your company is set up for ACH with, with KeyBank, then at this point in time, you'll be able to begin the process of setting up the user for ACH as well. The one thing I will mention about ACH is that it's a two step process right now. So granting this user ACH access from here will allow them to see ACH under payables on the KeyNavigator dashboard. But it's always really important to keep in mind that you will want to go into the ACH module to make sure that the user has the appropriate roles necessary to do their job as it relates to ACH. So, that is where you will be able to decide what kind of ACH payments the user should be able to send, or what kind of ACH information the user should be able to view. Or if the user doesn't need access to this service, you can always skip that as well.

Brittany: And then finally we have our new Key Capture administration capability. So when a new user is being added, you'll have the opportunity to decide if they should have remote deposit access. And if they should, then you can select Key Capture. Once you click save, this is going to open up a modal window where you'll be able to actually complete the setup for this user's remote deposit access. I do apologize for a little bit of this lag. We are in a test environment, so just keep that in mind. So at this point in time, you can see, you have the opportunity to either copy access from another Key Capture user, or you can continue without copying access. So Key Capture access is actually made up of three distinct categories it's their user role. So they can be set up as a depositor to deposit checks, a deposit reviewer, which is basically an approver for deposited checks, or as a Key Capture administrator. So should they be able to manage who has access to Key Capture that can all be done from here.

Brittany: Then it's for reporting access for remote deposit. So this is pretty self explanatory. There are five options for reporting access for Key Capture. And then finally it is the account and location access. So this is the main piece that decides what the user and actually do within Key Capture for remote deposit. And there are two options for account and location access. You can give the user access to all existing and future added accounts and locations. Meaning they're going to get access to deposit into all of the locations you have set up today. And if you add 10 next month, they're going to automatically get access to deposit into those as well. Or you can specifically choose which accounts and locations this user should be able to have access to for Key Capture.

Brittany: So like I said, you can copy access. If you choose to do that, what that does is it basically prefills these three options for you. And then you have the opportunity similar to common services to go through and review. Okay, so this is Adam's access, and if there's anything that you want to tweak or refine for the new user that you're adding, you can do so from here.

Brittany: Okay. And we did get a question into the chat. When adding a new user, can you review the option regarding access 24/7? So we no longer have access times for KeyNavigator. Those were sunset, I believe in 2019 or 2020. However, you do have the, which I'll show you in the user's profile to temporarily suspend access at any time. So when we get into the user detail page, I'll show you exactly how you can temporarily suspend access. But if access is not suspended, then all users will have 24 by seven access to KeyNavigator. Okay, great. So at this point in time, we just added a new user.

Brittany: We added Colleen and you'll see her listed on the KeyNavigator user's list because she is now an active KeyNavigator user with an active log on ID. Before I move further, you want to mention a couple of tools that are available all throughout self service that you'll be able to use. One of them is the ability to resort any of these tables. So by clicking the header, you can resort any information that you see all throughout self service. And that is a consistent feature on any page that you see. You can also, if you see any plus signs, you'll be able to get more detail. They also have show all details as an option as well. And any of these tables you see, can be exported into an Excel file so that you can save for audit purposes or for any other need that you might have.

Brittany: Okay. So we just walked through adding a new user. We set them up for Key Capture during that process, but there's a couple of other ways to manage Key Capture access. So, if you have an existing KeyNavigator user that hasn't needed remote deposit access until now, then you can also enroll and Key Capture from their user detail page. So if we want to, I'm going to choose a user, and we will be able to see their user detail page. So this is where we can see of all of the services that your company is set up for what this specific user is enrolled in, and whether they're active or inactive users for that service under the user services section. You can also see some user level information in the user profile that can be edited as well.

Brittany: So platform administrators can edit the information that is viewable within the user profile. By selecting edit KeyNavigator user, this is where you will be able to update first name, last name, phone, primary phone number or primary email address. For any of our clients who have employees that are in Canada, for example, we do accept international phone numbers via self service. This check box just needs to be selected.

Brittany: So, at any time this information can be updated. And then there's also some mobile access, as well as self service access that can be updated from here as well. And this is our user security profile. So going back to system access, this is where you, as the administrator can reset a user password to assist one of your users getting into KeyNavigator. Your also have reset password option themselves as well. So they should be able to go through and reset their own password. But if for some reason they need assistance with that, USD administrator can help them out within their user security profile. And then we have the ability to suspend KeyNavigator access. So if KeyNavigator access is suspended, then it will immediately disable this user from being able to log into KeyNavigator. So whether it's for short term leave or any sort of reason, access to KeyNavigator can be suspended immediately. And this is also will be available through our KeyNavigator mobile website as well, the ability to suspend access.

Brittany: So coming back to user services, like I said, this is where you can see everything that this user has access to. So just like you would today, you can select any of these services to update this user's current provisions for that service. If you see not enrolled. So we can see that this user is not enrolled in remote deposit. If you'd like to give them access to Key Capture remote deposit, that can be done so right from here. So if we select Key Capture from this user services page, we're going to see these familiar steps. So if once we click capture the same model, window is going to pop up where you can then decide how this user should be able to access remote deposit. And again, you can copy access from another user as well.

Brittany: So back on our self service homepage, earlier I mentioned that this is where you can view some additional information about Key Capture in your company's remote deposit setup. So under company services, you'll see Key Capture. So far, we've walked through adding a brand new user and giving them access to Key Capture. We've also walked through enrolling an existing user and Key Capture from the user detail page. In addition to those two options, you can also manage things right from KeyNavigator self service. And just one moment, I'm going to have to switch logins momentarily.

Brittany: So while I'm switching, I'm going to see if there's any questions that are coming in through the chat or the Q&A, which it doesn't look like we have any pending questions right now.

Brittany: So within Key Capture services, so by selecting Key Capture under company services, you'll be able to see all of the users that have access to Key Capture, as well as your current Key Capture accounts and locations. So this is the third way that you can enroll a user and Key Capture is right from this page. So if you're looking for a user and you don't see them in this list, then you can go ahead and enroll them through this option. Again, you're going to see this familiar modal window where you can choose the user you would like to enroll, decide if you want to copy their access from someone else, make any revisions and submit that.

Brittany: You can select a Key Capture user to view how they're currently set up. So if we select this user, for example, let me pick one that has some access. So this is where you can see the user roles for remote deposit. Their reporting access as well as the accounts and locations that the user has access to. And this can all be edited, so by clicking, edit user roles and accounts, you can go through and make revisions to this user's Key Capture access, whether that's granting them access to a mobile enabled location for mobile deposit, or maybe removing a few locations that they no longer need access to. You can also delete user access to Key Capture from here. It's important to mention that this removes their Key Capture access, but it does not delete their KeyNavigator user profile.

Brittany: And then here's where you can see all of the accounts and locations. So right now you will be able to manage user access to existing accounts and locations. However, you will not be able to add new accounts or locations or make account edits to your current accounts or location. So that is something that we're working on for future enhancement. But if you see any information on this table that doesn't look right, or you would like to edit, you will need to reach out to a member of your KeyBank team or commercial banking services as all of your existing accounts and locations are view only within self service at this time.

Brittany: So back on the self service homepage, there's just two other things that I want to mention here. So up at the top right, we have company reports. So previously these reports were accessible under our company account section, but we have reorganized them and put them at the top right, for easier access. So if you select company reports, you'll be able to see that we have our activity reports as well as our maintenance reports. And because we are adding Key Capture and remote deposit administration, there is a new type of report available for specifically Key Capture maintenance. So any changes that are made within self service for remote deposit access can be viewed with this Key Capture maintenance report. You'll also see a new security report. So in a moment, we're going to pivot and focus on some of the KeyNavigator security and authentication enhancements, with these enhancements, there's more information regarding how users are logging in what they're using to authenticate, and that information can be reviewed in our security reports.

Brittany: If at any time you need a little bit of help or assistance trying to complete something within self service, we have a link here that will take you directly to the self service online, help page. This gives you information and resources that you can use on your own time to be able to look at how to complete certain tasks within self service. There are also a few videos that you can watch. We have an overview video, which is six minute version of what I went through at the beginning of this meeting that is always available to you here. Or a version of this training that you can view at any time as well.

Brittany: Okay. So like I said, that was our self service enhancements that we will be rolling out. Some of the highlights are definitely the ability to refine how your administrators are accessing self service and what they're able to do as well as Key Capture administration, which we're very excited about. So, if you have any questions or need assistance with self service, you can always contact our commercial banking services team. The number is here on the screen. Or you can reach out to a member of your KeyBank team as well.

Brittany: And now we're going to transition over to security and authentication. So I think you're all well aware that we've added a new level of security to your KeyNavigator sign on process, that basically improves our ability to verify your identity. So it really helps us to know that the user logging in is who they say they are. So I am going to hand it over to Megan Short, to give a high level overview of what you can and expect when you log in after these security upgrades. And hopefully we'll have a couple of minutes to go over any questions that you might have as well.

Megan Short: Great. Thanks, Brittany. All right. So what I wanted to do is just walk through for a couple minutes of what you will experience on March 7th. And so I was going to break it out into a couple of different ways. The first is through our KeyNavigator URL. So going to key.com and businesses and institutions, I wanted to walk through some of those changes. So what you'll see next week, when you log in is, you will notice a couple changes. Your user ID screen and password screen will now be separated out. You will still log in with your same user ID and your password. From there, we will present you with some security questions to answer as well as we will also provide you with some security phone numbers that you'll need to review and receive a one time passcode by selecting one of the numbers that are presented to you.

Megan Short: So taking those steps, whether it's user ID, password, answering those security questions, we'll take you into the KeyNavigator dashboard. And then I just wanted to also note that, with some of these in enhancements we've communicated out some information on our FIDO security key, as well as biometric authentication. And the way to think about this is that, your login experience will change next Monday. And then you will have some time to choose which type of new strong authentication that you would like to use, whether it's the FIDO security key, or biometric authentication. I did want to make a note of that. So you will get some prompts within KeyNavigator that will allow you to choose. And so with that, I did want to add that you may utilize one or the other, or both, depending on your preference.

Megan Short: And then, also some enhancements coming, your sign on process will look a little bit different, if you have our KeyNavigator mobile web. With that, you will need to first log on to key.com businesses and institutions log in that way and answer those security questions. Make sure you have that good security phone number so you can get that one time passcode. And then as your second step, you would then log into KeyNavigator mobile web by using that same user ID and password, as well as that one time passcode that is tied to your security phone number. And then lastly, if you do have our KeyNavigator mobile deposit app on Monday, you'll need to download the new version out there, whether it's through the app store or Google play. From there, your log on experience will slightly change. You will need to enter that same user ID, same password, as well as get that one time passcode based on that security number that is tied to you in your profile.

Megan Short: So I just wanted to reiterate some of those changes that will be coming. And so if there are any questions I'm happy to answer and it looks like, I think there was one that popped up in the chat. Does the final security key and or biometric authentication replace the token/pop? That is correct. What we are doing is introducing these new stronger authentication tools for you to use. You will have some time to choose and make that decision on day one, you will presented with those options, but you can still continue to utilize that hardware token until you have determined which type of authentication tool that you are going to start using.

Megan Short: I will also make a couple other comments on the Fido security key. We do offer a couple different options depending on the USB port size that you have. What will happen is if you decide on this option, you will be prompted within KeyNavigator to go ahead and order that security key. You can input your address and information, and what will happen is, it will be ordered and sent to you. You will receive an email that will state that it has been shipped as well as when it was delivered. And then what will happen is, a few days after you order that security key, you'll get a prompt within KeyNavigator that asks you to go ahead and register that. And what that will do is that will take you to our security options page that will allow you to go ahead and register that FIDO security key in a couple of easy steps.

Megan Short: And within that security options page, there's also some helpful resources and guides out there to help you get started and help register as well as a link to some videos that will explain what these types of new strong authentication tools require. And then lastly, I'll just talk about the biometric authentication. With that, for registering the requirements are you will need a mobile device that has your biometrics enabled, whether it is face ID or touch ID, that is the minimum requirement for that. The process will work where you will utilize your mobile device to scan a QR code that will be populated within KeyNavigator. And then you will authenticate actually using your mobile device when using face ID or touch ID. So just another option that you are able to utilize as we look to enhance our security on KeyNavigator. And I think I failed to mention that there's no app to download because you're using your native devices features for face ID or touch ID.

Megan Short: Okay. Another question came up. Can one security key work for two different logins? Yes. And then when will receive the FIDO security keys. Great question. So once you go ahead within KeyNavigator and place your order within KeyNavigator, typically the keys will arrive in one week. So you can look for that email, for that shipping email notification, as well as delivery. Please know that these security keys are not ordered ahead of time. So basically when you are logging into KeyNavigator next week, that's when you'll get that prompt to go ahead and place that order for the FIDO security key.

Brittany: Great. Thanks Megan. Just to go back to that question from a moment ago. So can one security key work for two different logins, so it can work for two different logins for an individual user, right? But can it also work for two different users? Two different individuals, or is it just a single individual with multiple logins?

Megan Short: Yeah. And that's a great point. It's a individual who has multiple log ons.

Brittany: Okay, great.

Megan Short: Okay. Does each user need their own security key? Yes. Each user, regardless of what type of entitlement that you have within KeyNavigator will need to have their own security key. And I will also say that you could have your security key, or you can use biometric authentication. So in terms of a demo of how this will look and feel, we do have these videos out on our key.com page that Brittany is showing so that you can kind of get a feel for what these look like. And also within... What once you have logged in, looking at some of the new steps that we will have. Within our security options page, we do have detailed instructions on how to register and how to utilize some of these new authentications.

Brittany: Great. So it looks like some of the questions related to security have slowed down a bit. So unless we get any more in the next couple of seconds, I'm going to kind of continue on. I just want to thank everyone, we really appreciate you joining us today to learn about these upcoming changes to KeyNavigator. And again, I will just reassure you that we understand that these changes are things that you're going to have to navigate and get used to, but just remember that there is plenty of time, there is a grace period and help available for you that you'll be able to use to help get through all of these changes. And as always, you can reach out, there's help available through commercial banking services. The numbers here on the screen, 800-539-9039. Or if you're more comfortable reaching out to a member of your KeyBank team, you can do that as well. So again, just thank you for your time. And I hope that everybody has a great day.

Self Service Enhancements 2022 (60 mins)

Transcript

Speaker 1 (00:05):

... self-service administration, you have the power to control access to your KeyBank cash management solutions. Save time, increase security, and manage risk with the ability to add users, manage accounts and provision access as needed with customizable permissions and preferences that can be updated in real time. Let me show you around.

Speaker 1 (00:26):

Access Self-Service under Administration in KeyNavigator. During the enrollment process, your company will identify users to act as company administrators in Self-Service. Company administrator access can be viewed and managed under Company Self-Service Administrators on the homepage.

Speaker 1 (00:49):

To modify a user's level of self-service access, click Edit. From here, access can be customized by function, whether the user should be a company administrator, an approver, or simply have view-only access for oversight or reporting.

Speaker 1 (01:07):

The Company Profile section is where you can view company detail. You can also view and manage company contacts from here at any time. It's important to always keep company contacts up to date. They're the first person to receive important news and updates from KeyBank that may impact your company. In the Company Services section, you can view all active KeyNavigator services. From here, select a service to view detail and service setup.

Speaker 1 (01:40):

If there are company preferences available for modification, you can update those from the Services Summary page. You can also review service setup details by user and account and select either to make modifications.

Speaker 1 (02:05):

The Company Services section is also where you can access additional administration tools for services like Key Capture Remote Deposit. The Company Account section lists all the accounts that have been added to KeyNavigator for common services like wires, book transfer, information reporting, and more. Company administrators can add new KeyNavigator accounts, remove accounts, or select an account from the list to view more detail and update service setup.

Speaker 1 (02:50):

From the KeyNavigator User section, company administrators can add new KeyNavigator users, view existing company users, and manage user entitlements. Select a name to see their user detail. On the User Detail page, you can view the user profile and edit the user information. In the User Security profile, you can reset the user's password or temporarily suspend KeyNavigator access. The User Services section conveniently shows you the user status across all of your company's services. You can select a service to review or modify the user's entitlements.

Speaker 1 (03:50):

Money movement services can be high risk, which is why secondary authorization is so important. Edits to users or accounts that require secondary authorization can be reviewed and decisioned by approvers here in the Maintenance Queue. Company administrators can also review or revoke items that they've submitted themselves that are still pending approval.

Speaker 1 (04:17):

Company Reports: you can view and export detailed history for research or audit purposes. Activity Reports include actions taken by any authorized user in KeyNavigator, like when a user approves a wire payment or views an account balance.

Speaker 1 (04:36):

Maintenance Reports detail all edits made in Self-Service, like when a user is added or a transaction limit is increased. At any time, you can click Online Help at the top of Self-Service for guidance or additional information. Save time, increase security, and manage risk with KeyNavigator Self-Service. Thanks for taking the time to learn more about KeyNavigator. Have a great day.

Self Service Overview 2022 (5 mins)