First steps for giving access to a new user

Below you'll find more information on creating and managing a new user in your online business account.

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

Important

• Before you start, make sure you have the necessary 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 is most convenient for you.

1. How to create a job role, an account group, and a user

1.1 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.

1.2 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.

1.3 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.

2. Manage job roles, account groups, and other permissions

2.1 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.

When assigning 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 assign a job role and How to assign an account group to users pages.

2.2 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. 

Are you finished? Your user can now access and make transactions in their online business account!