Set up Cross River
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Customer Management
Web-based User Management

User roles

7min

Partner Core Read Only

Read only access across all domains (i.e. Core, ACH, Wires, etc.).

Partner Core Admin

Add/edit users. All admin actions are dual-control enforced and must be approved by another admin.

Partner Core Onboarding

Perform all functions related to onboarding customers:

  • Create new customers
  • Edit existing customers details, including PII
  • Open/edit/close accounts
  • Create book transfers
  • Add/removed account restrictions
  • CSR functions, such as placing stop payments, downloading statements, etc.

Partner Sub Ledger

Manage subledgers:

  • Open/edit/close subledgers
  • Add/edit beneficiary profiles of subledgers
  • Add/edit subledger account tiles
  • Add/remove restrictions

Partner Book Transfers

Move funds between any two accounts

Partner ACH Origination

Originate ACH payments:

  • Cancel payments
  • Bulk cancel payments (API only)
  • View payment information
  • Originate client batches(API only)

Partner XPay Origination

Originate XPay payments

Partner Wire Origination

Originate wire payments:

  • Cancel payments
  • View payment information
  • Reverse inbound wire payments
  • View ABA routing directory information

Partner Wire Callback Approver

Approval via telephone callback for wires up to and including this limit.

Partner Wire Origination Limit

The maximum dollar amount that can be originated by the user per wire.

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Updated 29 Jan 2025
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