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Complete User Guide Sections

Section 1 - Self Service Overview

Self Service gives authorized users the power to control KeyNavigator user access, account set-up and system permissions.

To access Self Service, login to KeyNavigator and hover over Administration in the top right.

Capabilities

Users authorized to act as Administrators for their company can utilize Self Service to manage access and entitlements for KeyNavigator:

  • Add/remove KeyNavigator users (Platform Administrator role required)
  • Control user & account access to select KeyNavigator services
  • Set dollar limits for users & accounts authorized to perform payment transactions
  • Reset user passwords (Platform Administrator role required)
  • Manage KeyBank Company Contacts (Platform Administrator role required)
  • Run administrative reports to view activity and maintenance history, and more.

Manageable Services

User and account access to the following cash management services can be updated in KeyNavigator Self Service:

  • Receivables
    • Lockbox
    • Key Capture®
  • Reporting & Research
    • Image Research Center
    • Information Reporting
  • File Services
    • File Transfer
  • Mobile Web & App
  • Payables
    • Wires Module
    • Book Transfer Module
    • Account Reconcilement Services

      (ARP / Check Issue Maintenance)

    • Fraud Services

      (Positive Pay / Payment Protection)

    • Transaction Services

      (Stop Payment)

Note for Small Businesses

Self Service users are prohibited from submitting or authorizing changes to their own system access. This is an important security feature meant to protect your company’s assets.

Due to this rule, companies with only one KeyNavigator user cannot take advantage Self Service and companies with only two KeyNavigator users must opt-out of all secondary authorization options to use Self Service.

Section 2 - Self Service Homepage

The Self Service Homepage is made up of six unique sections:

  1. Company Profile
  2. Maintenance Queue
  3. Company Accounts
  4. Company Services
  5. Company Self Service & Mobile Preferences
  6. KeyNavigator Users

Company Self Service & Mobile Preferences

Self Service users can view information about their company’s Self Service and Mobile set-up at any time.

Note: Company Self Service and Mobile preferences are view-only in Self Service. To make a change, contact a member of your KeyBank team or Commercial Banking Services at 800-539-9039. Specialists are available from 8am to 8pm ET, Monday through Friday on bank business days.

Self Service Preferences

If the Add User Secondary Auth preference is selected, authorization by a Platform Approver is required anytime a Platform Administrator creates a new user. 

If the Reset Password Secondary Auth preference is selected, authorization by a Platform Approver is required anytime a Platform Administrator resets a password.

Mobile Preferences

If the Mobile Web preference is selected, the company is set-up for Mobile Web access. Client users with the Platform Administrator role can update user access to the mobile website within Self Service.

If the Mobile App (mRDC) preference is selected, the company set-up to use the KeyNavigator Mobile Deposit App (mRDC). Client users with the Platform Administrator role can update user access to the mobile app within Self Service.

If the Add Mobile Secondary Auth preference is selected, authorization by a Platform Approver is required anytime a Platform Administrator grants access to KeyNavigator Mobile Web or the KeyNavigator Mobile Deposit App.

Company Self Service Administrators List

The Company Self Service Administrators list helps track of and manage users with access to Self Service.

Company Self Service Administrators

View and edit who has access to Self Service at any time. All users with a Self Service role will be in the Company Self Service Administrators list.

  1. On the User Detail page, navigate to the User Services > Other Services section, and click on Self Service
  2. Under the Self Service header, click Edit
  3. Check the appropriate roles for that specific user (View Only, User Reporting, Maintenance, Secondary Approver) and click Save
Section 3 - Self Service Administration Access

Self Service Roles

To give customers flexibility and control, Self Service access can be broken up and customized by user. There are three levels of Self Service access (Administrator, Approver, View Only) which are available per application (Platform, Common Services, Key Capture). Self Service users can have any combination of access.

Self Service Roles

  • Administrator (includes View & Reporting): Add users and/or customize account access, approval levels, service entitlements and amount limits for KeyNavigator users.
  • Approver (includes View & Reporting): Decision edits submitted by Administrators.
    Not available for Key Capture
  • View & Reporting Only: View service set-up by user and account, run activity & maintenance history reports. View & Reporting Only roles are suitable for employees who oversee or audit system access but should not have the power to submit edits.
    Not available for Key Capture

KeyNavigator Platform Administration

KeyNavigator Platform Administration functions include: Adding/removing user profiles, resetting user passwords, suspending system access, provisioning mobile access, and provisioning Platform Administration roles.

  • KeyNavigator Platform Administrator: Users with this role can add/remove users, reset passwords, suspend user access, grant user access to mobile, and grant user access to Platform Administration roles.
  • KeyNavigator Platform Approver: KeyNavigator clients have the option to require approval when a Platform Administrator adds new users or resets passwords. Users with this role can authorize or reject these edits.
  • KeyNavigator Platform View & Reporting Only: Users with this role can access Self Service to view KeyNavigator users as well as activity & maintenance history for Platform functions.

Users with Platform Administration access are identified in three columns of the Company Self Service Administrators list:

ss_3b_admin_list.png

Common Services Administration

Common Services Administration functions include: Provisioning access to Book Transfer, Wires, Account Reconcilement Services (ARP/Check Issue Maintenance), Fraud Services (Positive Pay/Payment Protection), Transaction Services (Stop Payment), Image Research Center, Information Reporting, File Transfer, Lockbox, and Common Services Administration roles.

  • Common Services Administrator: Users with this role can provision access to the Common Services functions above.
  • Common Services Approver: KeyNavigator clients have the option to require approval when a Common Services Administrator modifies user access to Wires or Account Reconcilement Services (ARP/Check Issue Maintenance)/Fraud Services (Positive Pay/Payment Protection)/Transaction Services (Stop Payment)/Image Research Center. Users with this role can authorize or reject these edits.
  • Common Services View & Reporting Only: Users with this role can access Self Service to view user access to Common Services as well as activity & maintenance history for Common Services functions.

Common Services Administration access can be viewed in the last column of the Company Self Service Administrators list by expanding detail:

ss_3b_admin_list.png

Key Capture Administration

Key Capture Administration functions include: Provisioning access to Key Capture for remote deposit access as well as Key Capture Administration.

  • Key Capture Administrator Role: Users with this role can provision user access to Key Capture for remote deposit as well as Key Capture Administration.

Key Capture Administrator access can be viewed in the last column of the Company Self Service Administrators list by expanding detail:

ss_3d_key_admin.png

Granting Self Service Access

When adding a new KeyNavigator user, Platform Administrators can easily select the appropriate Self Service access for the new user during the Add User process. After set-up is complete, Administrators can edit the user’s Self Service access from the Company Self Service Administrators list on the Self Service Homepage.

To give an existing KeyNavigator user access to Self Service for the first time, Administrators must enroll the user in the appropriate Self Service role(s) from the User Detail page by following the instructions below.

KeyNavigator Platform Administration Access

Only users with the KeyNavigator Platform Administrator role can grant KeyNavigator Platform Administration access. To do so, a Platform Administrator should:

  1. Select the user’s last name in the KeyNavigator Users list
  2. On the User Detail page, navigate to the User Profile
  3. Click Edit KeyNavigator User
  4. Check the appropriate KeyNavigator Platform Administration role(s) for the user: Administrator, Approver, View & Reporting Only
  5. Click Save
  6. The user will now be listed under Company Self Service Administrators on the Self Service Homepage and can be modified at any time
    ss_3e_granting_self_service.png

Common Services Administration Access

Only users with the Common Services Administrator role can grant Common Services Administration access. 

To do so, a Common Services Administrator must:

  1. Select the user’s last name in the KeyNavigator Users list
  2. On the User Detail page, navigate to the User Services section
  3. Select one of the Common Services (Information Reporting, Wires, Book Transfer, etc.)
  4. Check the appropriate Common Services Administration role(s) for the user: Administrator, Approver, View & Reporting Only
  5. Click Save
  6. The user will now be listed under Company Self Service Administrators on the Self Service Homepage and can be modified at any time
    ss_3f_common_services.png

Key Capture Administration Access

Only users with the Key Capture Administrator role can grant Key Capture Administration access. To do so, a Key Capture Administrator should:

  1. Select the user’s last name in the KeyNavigator Users list
  2. On the User Detail page, navigate to the User Services section
  3. Under Receivables, select Key Capture 
  4. Check Key Capture and click Enroll
  5. Under Select/Modify User Role(s) select Key Capture Admin
  6. Click Submit
  7. The user will now be listed under Company Self Service Administrators on the Self Service Homepage and can be modified at any time
    ss_3g_key_capture.png

Editing Self Service Access

If already enrolled in Self Service, the user will be listed under Company Self Service Administrators on the Self Service Homepage. Administrators can edit user’s Self Service or Mobile access by clicking Edit to the left of the user’s name.

Remember, Self Service Administrators can only grant access to the applications they are entitled to manage.

If you do not see the KeyNavigator Platform, Common Services, and/or Key Capture options, be sure to verify the user you are editing is enrolled in the application by following the steps above.

ss_3h_editing.png

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Section 4 - KeyNavigator User Maintenance (Add, Edit, Remove Access)

The KeyNavigator Users section on the Self Service homepage lists all active KeyNavigator user profiles and includes summary level information like User ID, date of last logon, and mobile access.

Users are sorted in alphabetical order by last name. The list can be re-sorted by First Name, User ID, or Last Logon in ascending or descending order by clicking the list headers.

Adding a KeyNavigator User

Only users with the Platform Administrator role can create new user profiles. To do so, the Platform Administrator should: 

  1. Click Add KeyNavigator User
    ss_4b_adding_user.png
  2. Enter user profile information
    ss_4c.png
  3. If the new user should have KeyNavigator Platform Administration access, select the appropriate role(s) under Self Service Preferences. Administration access for Common Services and Key Capture is in future steps if applicable.
    ss_4d.png
  4. Select the new user’s mobile access under Mobile Preferences
    ss_4e.png
  5. Click Save User
  6. If the client requires secondary authorization for new users, the Platform Administrator will be prompted to click OK
    ss_4f.png
  7. If secondary authorization is required for new users, the User Profile will be in a pending status until authorized by a user with the Platform Approver role. Once approved, the new user will receive an email notification with login instructions.
    ss_4g.png
  8. Click Next to set-up the user’s access for Common Services and/or Key Capture or I’m Finished to complete service set-up at a later time.
    ss_4h.png
  9. To copy access from an existing user, click the dropdown under Copy an Existing User’s Access and select the user to model after.
    ss_4i.png
  10. Click Review User to see which Common Services the user being modeled has access to and update as necessary by checking or unchecking items.
    ss_4j.png
  11. Update the new user’s Common Services Administration role(s).
    ss_4k.png
  12. Click Save
  13. Click Next to continue to other services including Key Capture or I’m Finished to complete service set-up at a later time.
    ss_4l.png
  14. If the company is set-up for ACH, user access to the ACH module can be granted by selecting the ACH checkbox and clicking Save. If the user does not need access to ACH, select Skip to continue.
    Note: This only permits the user to enter the ACH Module. ACH user access including roles and preferences must be assigned from the ACH Module in User Maintenance by a user with the SELFSERV role in the ACH application.
    ss_4m.png
  15. After the final step, click Close.
    ss_4n.png
  16. If secondary authorization is required, the User Profile will be in a Pending status until a user with the Platform Approver role approves.
  17. Once the new user is approved, their profile will be active in the KeyNavigator Users list.

Editing KeyNavigator Users

Updating User Profile Details

User profile details, access to Self Service Platform Administration, and access to mobile web or mobile app can be updated on the User Detail page.

ss_4o.png

Resetting User Passwords

Only users with the KeyNavigator Platform Administrator role can reset user passwords. To do so, a Platform Administrator should:

  1. Select a last name on the KeyNavigator Users to open the individual’s User Detail page
  2. In the User Security Profile section, click Reset Password
    ss_4p.png
  3. Click OK
    ss_4q.png
  4. The next time the user logs into KeyNavigator, they must enter the temporary password. Once the temporary password is entered, they will be prompted to enter a password of their choice.

Suspending User Access

Only users with the KeyNavigator Platform Administrator role can suspend user access to KeyNavigator. To do so, a Platform Administrator should:

  1. Select a last name on the KeyNavigator Users to open the individual’s User Detail page
  2. In the User Security Profile section, click Edit
    ss_4r.png
  3. Check Suspend KeyNavigator Access and click Save
    ss_4s.png

Updating User Access to KeyNavigator Services

  1. Select a last name on the KeyNavigator Users to open the individual’s User Detail page 
  2. All active company services are listed in the User Services section. The Administrator can only modify services they have the appropriate roles to manage (Common Services and/or Key Capture)
  3. Expand the sections and select a service to modify access and account permissions

    Note: If the Administrator is having an issue modifying user access, there could be multiple reasons. The Administrator may not have the appropriate role required to edit that service or the service may be view-only in Self Service.

    ss_4t.png

Removing a KeyNavigator User

In the KeyNavigator Users section of the Self Service Homepage, click Remove to the right of the user you wish to delete.

Warning: Removing a user will immediately eliminate all user entitlements and access to KeyNavigator services. This action cannot be undone.

Section 5 - Secondary Authorization Preferences

Secondary authorization is available for a number of Self Service edits. If selected, these actions will require approval prior to system processing:

Administrator Action Role Required to Decision Policy
Adding a new user KeyNavigator Platform Approver Optional
Resetting a user’s password KeyNavigator Platform Approver Optional
Granting/updating mobile access KeyNavigator Platform Approver Optional

Updating account management access including Account

Reconcilement Services (ARP/Check Issue Maintenance),

Fraud Services (Positive Pay/Payment Protection), Transaction

Services (Stop Payment), and Image Research Center

Common Services Approver Optional
Granting/updating wire access Common Services Approver Required

Secondary Authorization for Wire Maintenance

Due to the high-risk nature of wire payments, all wire edits submitted through Self Service require secondary authorization by a user with the Common Services Approver role before the changes are processed. This includes any modifications to user access to the wire module, wire payment accounts, transaction limits, etc.)

Reminder: Companies with only two KeyNavigator users must opt-out of all secondary authorization options to use Self Service.

To opt-out of secondary authorization for wire edits, an Authorized Signer must execute the Secondary Authorization Waiver and Release Form for KeyNavigator® Self-Service Wire Maintenance.

To request this waiver, contact a member of your KeyBank team or Commercial Banking Services at 800-539-9039. Specialists are available from 8am to 8pm ET, Monday through Friday on bank business days.

Section 6 - Maintenance Queue (Review, Approve, Reject)

Items in the Maintenance Queue on the Self Service Homepage are listed by submission date (oldest to newest). Self Service users can re-sort the items by Date, Action, Originator, or User by clicking on the column headers.

Approving or Rejecting Edits Submitted in Self Service

Pending changes can be approved or rejected in three places:

  • Self Service Homepage --> Maintenance Queue
  • KeyNavigator Dashboard --> Items to Approve 
  • KeyNavigator Mobile Website --> Self Service

To approve pending edits in the Maintenance Queue, Approvers should click the Action hyperlink to view details of the request and Approve or Reject.

Users with the KeyNavigator Platform Approver role can decision:

  • New KeyNavigator users
  • Password resets
  • User access to Mobile App or Mobile Web

Users with the Common Services Approver role can decision:

  • User access to Wires
  • User access to Account Reconcilement Services (ARP/Check Issue Maintenance), Fraud Services (Positive Pay/Payment Protection), Transaction Services (Stop Payment), and Image Research Center
Section 7 - Company Profile

Managing Company Contacts

Company Contacts play an important role in our relationship with business clients. These individuals are the first to receive time sensitive information, details about upcoming enhancements, and notifications about any changes that impact their KeyBank cash management services and KeyNavigator users or accounts.

Platform Administrators can easily add, edit, or remove Company Contacts in the Company profile section of Self Service.

Important: Only active KeyNavigator users can be added as Company Contacts.

Section 8 - Company Services

The Company Services section lists all active KeyNavigator products and services.

Viewing Service Set-up

Self Service users can select a service from the list to view current user & account access, permissions, and limits.
From here, Self Service users can select a user or account for more detail and edit if necessary.
Section 9 - Company Accounts

Viewing Account Set-Up

The Company Accounts section lists DDA accounts that are currently being used in KeyNavigator for Common Services (GTM) only.

Common Services Include:

Book Transfer, Wires, Account Reconcilement Services (ARP/Check Issue Maintenance), Fraud Services (Positive Pay/Payment Protection), Transaction Services (Stop Payment), Image Research Center, Information Reporting, File Transfer, and Lockbox.

Modifying Account Access

To update the account name displayed in KeyNavigator or view and edit existing account access and set-up by service, a Common Services Administrator can select an account from the list.

Note: The Company Accounts section is only available to users with a Common Services Administration access. Accounts in this list can only be set-up for Common Services in Self Service. The Company Accounts list does not include accounts set-up for other applications like Key Capture, ACH, Key Cashflow, etc.

Section 10 - Company Reports (Activity & Maintenance History)

Activity & maintenance history can be viewed in KeyNavigator by Self Service users.

To view activity & maintenance history, select Company Reports in the top right of the Self Service Homepage.

Activity History Reports

There are two types of Activity Reports in Self Service. Each report includes different information depending on backend applications:

  1. Common Services Activity Report: Only available to users with Common Services Administration access
  2. Platform Activity Report: Only available to users with KeyNavigator Platform Administration access

Common Services Activity Report

The Common Services Activity Report is only available to users with Common Services Administration access. It details actions for Common Services functions completed in KeyNavigator by all users in your company.

Common Services include Book Transfer, Wires, Account Reconcilement Services (ARP/Check Issue Maintenance), Fraud Services (Positive Pay/Payment Protection), Transaction Services (Stop Payment), Image Research Center, Information Reporting, File Transfer, and Lockbox.

Use the filters to narrow the results. The report can be printed or downloaded to PDF/XLS to save offline.

Platform Activity Report

The Security Activity Report is only available to users with KeyNavigator Platform Administration access. It details platform security and authentication actions completed in KeyNavigator by all users in your company. This includes desktop logins, mobile logins, forgot password, etc.

Use the filters to narrow the results. The report can be exported to excel to save offline.

Maintenance History Reports

There are three types of Maintenance Reports in Self Service. Each report includes different information depending on backend applications:

  1. Common Services Activity Report: Only available to users with Common Services Administration access
  2. Platform Activity Report: Only available to users with KeyNavigator Platform Administration access
  3. Key Capture Maintenance Report: Only available to users with Key Capture Administrator access

Common Services Maintenance Report

The Common Services Maintenance Report is only available to users with Common Services Administration access. It details changes to Common Services access and permissions completed in KeyNavigator by Common Services Administrators or in KNA by Internal KeyBank Users. This includes Book Transfer, Wires, Account Reconcilement Services (ARP/Check Issue Maintenance), Fraud Services (Positive Pay/Payment Protection), Transaction Services (Stop Payment), Image Research Center, Information Reporting, File Transfer, and Lockbox.

Use the filters to narrow the results. The report can be printed or downloaded to PDF/XLS to save offline.

Platform Maintenance

The Security Maintenance Report is only available to users with KeyNavigator Platform Administration Access. It details platform security and authentication changes completed in KeyNavigator by Platform Administrators or in KNA by Internal KeyBank Users. This includes new users created, users removed, password resets, system access suspended, user access to mobile app edited, user access to mobile web edited.

Use the filters to narrow down the results. The report can be exported to excel to save offline.

Key Capture Maintenance

The Key Capture Maintenance Report is only available to users with Key Capture Administrator access. It details changes to Key Capture user access completed in KeyNavigator by Key Capture Administrators or in KNA by Internal KeyBank Users.

Section 11 - Key Capture Administration

Overview

The Key Capture Administration tool in KeyNavigator Self Service allows users with the Key Capture Administrator role to add, edit, and remove user access to Key Capture remote deposit.

Self Service users with the Key Capture Administrator role can do the following:

  • View existing Key Capture users, accounts, and locations
  • Enroll new KeyNavigator users in Key Capture remote deposit
  • Edit Key Capture user access
  • Remove remote deposit access
  • View and export Key Capture Maintenance history

Note: Key Capture Administrators can only grant user access to existing account & locations. To add a new account or location, create a new account/location relationship, or update any account or location details please reach out to a member of your KeyBank team.

Key Capture Users

The Key Capture Users section lists all KeyNavigator users at the company with access to Key Capture remote desktop or mobile deposit. There are multiple roles that can be assigned to Key Capture users. Users can have any combination of these roles:

  • Depositor: This role allows the user to complete single check or multi-check deposits for the accounts/locations they are granted access to.
  • Deposit Reviewer: Users with this role must review, approve, reject, or allow other users to review each deposit prior to the deposit being submitted for processing. If no users have this role, deposits will be processed immediately after submission by depositors without review.
  • Key Capture Admin: This role allows the user to access Key Capture Admin to view your company’s remote deposit set up and complete user maintenance. Key Capture Administrators should also have the Self Service Maintenance role in order to add new company users. This can be completed in Self Service by selecting the user, clicking Self Service, edit, and finally selecting the Maintenance role.

Mobile Deposit Access

The KeyNavigator Mobile Deposit application allows Key Capture users to deposit checks anytime, anywhere, and view their deposit history using their smart phone or tablet.

Key Capture Users with access to the mobile deposit app are indicated in the Mobile column of the Key Capture Users list. User access to mobile web and mobile deposit app can be updated in the user’s profile.

It’s important to remember that two things determine a user’s mobile deposit access:

  1. Access to the Mobile App (mRDC) in the User Profile: The user must have Mobile App (mRDC) access in order to login to the KeyNavigator Mobile Deposit App. Platform Administrators can update Mobile App (mRDC) access from the Self Service User Profile.
  2. Access to mobile enabled locations in Key Capture: The user must also have access to mobile enabled locations to complete a mobile deposit. Key Capture Administrators can update access to mobile enabled deposit locations from Key Capture Services.
    ss_11c.png

Granting Key Capture Access

Key Capture Administrators can enroll KeyNavigator Users in Key Capture for depositor, deposit reviewer, and reporting access. To enroll a user in Key Capture:

  1. Select a last name on the KeyNavigator Users to open the individual’s User Detail page 
  2. Under Receivables, select Key Capture 
  3. Check Key Capture and select Enroll
  4. Optionally, select an existing Key Capture User to copy their remote deposit settings
    ss_11d.png
  5. Click Continue
  6. Select/Modify User Role(s):
    ss_11e.png

    Depositor: This role allows the user to complete single check or multi-check deposits for the accounts/locations they are granted access to.

    Deposit Reviewer: Users with this role must review, approve, reject, or allow other users to review each deposit prior to the deposit being submitted for processing. If no users have this role, deposits will be processed immediately after submission by depositors without review.

    Corporate Admin (Key Capture Administrator): This role allows the user to access Key Capture Admin to view your company’s remote deposit set up and complete user maintenance. Key Capture Administrators should also have the Self Service Maintenance role in order to add new company users.

    This can be completed in Self Service by selecting the user, clicking Self Service, edit, and finally selecting the Maintenance role.

  7. Select/Modify Reporting Access
    ss_11f.png
  8. Select/Modify User's Account/Location Access
    ss_11g.png

    Access to all existing and future added accounts and locations: The user will have access to all existing deposit accounts and will automatically get access to deposit accounts added in the future.

    Access to a selection of existing accounts and locations: The user will only have access to deposit accounts chosen. This can be updated at any time.

  9. Click Submit

Editing Key Capture Access

Administrators can edit Key Capture user’s remote deposit access. To edit Key Capture access:

  1. Select a last name on the KeyNavigator Users to open the individual’s User Detail page 
  2. Under Receivables, select Key Capture 
  3. Click Update Key Capture Access
  4. Optionally, select an existing Key Capture User to copy their remote deposit settings
    ss_11h.png
  5. Click Continue
  6. Select/Modify User Role(s):
    ss_11i.png

    Depositor: This role allows the user to complete single check or multi-check deposits for the accounts/locations they are granted access to.

    Deposit Reviewer: Users with this role must review, approve, reject, or allow other users to review each deposit prior to the deposit being submitted for processing. If no users have this role, deposits will be processed immediately after submission by depositors without review.

    Corporate Admin (Key Capture Administrator): This role allows the user to access Key Capture Admin to view your company’s remote deposit set up and complete user maintenance. Key Capture Administrators should also have the Self Service Maintenance role in order to add new company users. This can be completed in Self Service by selecting the user, clicking Self Service, edit, and finally selecting the Maintenance role.

  7. Select/Modify Reporting Access
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  8. Select/Modify Reporting Access
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  9. Click Submit

Key Capture Accounts/Locations

The Key Capture Accounts/Locations section lists all of your company’s accounts set up for remote desktop and mobile deposit as well as the locations associated with them.

Note: Accounts & locations are not editable in Self Service.

Section 12 - Customer Support

Online Help

You can learn more about KeyNavigator by clicking the Online Help icon at the top right of Self Service or by clicking Support at the top right of any page, then clicking Online Help.

Commercial Banking Services

If you need additional assistance, contact Commercial Banking Services at 800-539-9039. Specialists are available from 8am to 8pm ET, Monday through Friday on bank business days.