Granting access to a new user in a business group

First steps in granting access to a new user in a business group

Below you'll find more information on creating and managing a new user in a group service agreement.

Follow these steps to ensure that your user has the necessary permissions to view account summaries and statements, or perform online transactions.

1. Choose a service agreement
2. Create a job role
3. Create an account group
4. Create a user
5. Add a user to the business group service agreement
6. Assigning a job role and an account group
7. Managing other permissions

Important 

• Before you begin, make sure you have the required access to manage a user. 
  
• The creation of job roles, account groups, and users are independent features, which can be performed in the order that suits you best.

1. Choose a service agreement

A business group service agreement covers all the features of online banking for business for the entities covered by the agreement. 

The agreement also covers :
 

• Entities' bank accounts
  
• Primary business administrators and users who have been added to the business group service agreement
  
• Job roles and account groups included in the business group service agreement.

When signing in to online banking for business, you will be asked, if you have access, to select between the service agreement for the primary business or the business group (identified by **). Please note that you can change your service agreement during the session.

Refer to How to choose a service agreement for a group of businesses to select the agreement at sign-on, or change the service agreement during a session.

2. Create a job role

First, you need to create a job role. If you have already done so, proceed to the next step. A job role is a set of at least one permission allowing your user to perform certain tasks when signing on to online banking for business. You need to assign a job role to each user to enable them to view bank statements or account summaries.

When creating a job role, it will first be pending approval in the Approval log tab. A notification and email will be sent to complete the approval process.

Need help? Consult our How to create a job role for a user page or watch our demo.

3. Create an account group

Next, you need to create an account group. If you have already done so, proceed to the next step. An account group is a collection of defined accounts that allows users to access summaries and statements for the selected ones.

When creating an account group, it will first be pending approval in the Approval log tab. A notification and email will be sent to complete the approval process.

Need help? Consult our How to create an account group for a user page or watch our demo.

4. Create a user

Now that you've created a job role and an account group, you can create a new user.

Need help? Consult our How to create a new user in online banking for business page or watch our demo.

5. Add a user to the business group service agreement

Now that you've created the user, you need to add them to the business group's service agreement, giving them access to the account groups and job roles available in the agreement.

For the user to appear in the list of users in the business group, you must first add them. Otherwise, they will not show up on the list.

1. In the left menu, under Administration, click Manage access.
   
2. Select the Users and permissions tab.
3. Click Add a user at the top right of the list of users.

Need help? Consult our How to add a user to the business group service agreement page.

6. Assigning a job role and an account group

Once your user has been created, you can assign a job role and, if required, an account group.

Need help? Consult our How to assign a job role and How to assign an account group to users pages.

7. Managing other permissions

You can then grant further permissions to your user so that they can carry out transactions.

Note that you must be an administrator or have the necessary user management rights to configure job roles.

Need help? Consult our How to manage other transaction permissions and user limits page.

Your user can now access and make transactions in their online business account.