KeyTotalTreasury logo
Online Help

Edit Wire Services


After initial enrollment is complete, Maintenance users can submit edits to their KeyNavigator Wire Module set-up digitally via Self Service. Digital wire maintenance enables Self Service Maintenance users to:

  • Establish user access to the KeyNavigator Wire Module
  • Enable accounts for wire initiation
  • Set dollar limits for accounts and users authorized to initiate wire transactions

How to Add an Existing Account to the Wire Module

  1. Identify the account you would like to enable for wire initiation in the Company Accounts list on the Self Service Homepage
  2. In the Wire Account column of the Company Accounts section, check the box of the appropriate account
  3. Click submit
  4. After submission, a ‘P’ will populate in the Wire Account column. This signifies that the request has been sent to KeyBank’s Wire Operations team for registration 
  5. Wire Operations will register the account for wire initiation within 1-2 business days
  6. Once the account is fully registered by Wire Operations, a ‘W’ will populate in the Wire Account column. This signifies that you may now give users wire access to the account

How to Activate the Newly Added Account

In order to activate the newly added wire account, you must first give at least one user access to it via Company Users > User Services. To do so: 

  1. Select a wire user from the Company Users list on the Self Service Homepage 
  2. In the User Services section under Payables, select Wires
  3. Click edit
  4. Update the User Initiation Limits for the newly added account and click save

Once this edit is approved and at least one user has access, you can enable multiple additional users at one time by clicking on the account from the Company Accounts list (see Edit Wire Account Services).

Edit Wire User Services

Edit one individual user’s wire access and permissions across multiple accounts at once. 

  1. Select a user from the Company Users list on the Self Service homepage to enter the User Detail page
  2. In the User Services section under Payables, select Wires
  3. The User Services page displays the user’s existing set-up and permissions for the KeyNavigator Wire Module
  4. To make modifications, click edit

    Note: A blank field signifies no current access. To give access, enter a limit in the appropriate field(s).

  5. Enter any necessary edits to the user’s Secondary Authorization Threshold, User Initiation Limits (first tab), Approver Authorization Limits (second tab), Template Setup and Reporting (third tab)
  6. Review the selections and limits in each tab. Selections across all tabs will be submitted at once and will not be editable until they are approved or rejected
  7. Click save

Edit Wire Account Services

Edit access and permissions to one individual account for multiple users at once. 

  1. Select an account from the Company Accounts list on the Self Service homepage to enter the Account Detail page
  2. In the Account Services section under Payables, select Wires
  3. The Account Services page displays the account’s existing set-up and permissions for the KeyNavigator Wire Module
  4. To make modifications, click edit

    Note: A blank field signifies no current access. To give access, enter a limit in the appropriate field(s).

  5. Enter any necessary edits to the account’s User Initiation Limits (first tab), Approver Authorization Limits (second tab), Template Setup and Reporting (third tab)
  6. Review the selections and limits in each tab. Selections across all tabs will be submitted at once and will not be editable until they are approved or rejected
  7. Click save