OPPSA User Guide

Getting Started

Running Edge in IE Mode

Knowledge Base Content Precedence / Organization Hierarchy

OPPSA Policy and Product Inheritance / Organization Hierarchy

OPPSA User Access and Navigation

Home Page - Organizations

User Login: All Users

Change a User Password: All Users

Forgot Password: All Users

Manage My Profile: All Users

Managing User Accounts: System Administrator Procedures

OPPSA User and Organization Permissions

Creating, Editing, or Deleting Users

Building Your Organization's Hierarchy

Deposit Policy Setup

Guidelines for creating and managing policies

Creating and Managing Policies

Account Policy (TISA: Truth-in-Savings)

Electronic Funds Transfer

Limits and Fees

Funds Availability

Substitute Check

Terms and Conditions

Business Debit Card Agreement

Account Agreement and Safe Deposit Box Lease (SDBL)

Forms Setup Policy

Privacy Notice Policy

Deposit Product Setup

Barcode Configuration

Creating and Managing Barcodes

3 of 9 barcode/Code 39

Code 128 barcode

Interleaved 2 of 5 barcode/Code 25

Import / Export

Exporting Information

Creating Export Files

Importing Information

Troubleshooting and Error Messaging