Why treasury access can look different

Business users may have access to different tools depending on their role. One user may see reporting only, while another may see approvals, ACH, wire, Positive Pay, or deposit workflows.

Useful checks before escalation

Collect non-sensitive details before contacting an administrator. This helps support understand whether the issue is login, permissions, workflow, or device-related.

Check whether the missing feature is assigned to your user role.
Confirm whether dual-control, approval limits, or user entitlements apply.
Test whether the issue affects one user or multiple users.
Record the browser, device, time, and exact non-sensitive error wording.

RDC and scanner workflows

Remote deposit capture problems can involve the browser, local drivers, scanner connection, endpoint protection, or user access rights. Treat scanner issues separately from username and password issues.

FAQ

Why can I log in but not see a treasury feature?

The feature may not be assigned to your user role, or approval rules may require additional entitlement.

Should employees change company permissions themselves?

No. Permission changes should be handled through authorized administrators and official channels.