Setting up Block/Allow list Access for Admin Users

After CSI enables customer Block and Allow lists, the bank must complete the following steps for at least one admin user.

  1. Navigate to Security >> Employees.

  2. Search for the employee and select Edit.

  3. Enable Edit Bank Block List and Edit Customer Allow List and save the profile.

    Interface Example

See Also

  1. Sub-User Management
  2. Wire Transfers
  3. Approving a Tax Payment
  4. Approving an ACH Batch
  5. Company Management
  6. CSI Digital Banking Security Whitepaper
  7. Live Chat: LinkLive from Revation Systems
  8. Digital Account Funding
  9. OOBA Admin Maintenance
  10. Plaid Integration