New business group administrator guide

Welcome to your role as an administrator within online banking for business.  
 

This guide will be your reference to get started with online banking. 
 

Table of contents :
 

1. Connecting for the first time
2. Getting started with online banking
3. Managing user accesses
4. Carrying out your daily tasks
5. Adapting your online banking structure to changes in your organization
6. Troubleshooting and support
7. Financial products and available services

1. Connecting for the first time 

• Follow our step-by-step guide to help you sign in to online banking. 
• If you experience issues receiving your verification code, consult our What should I do if I don’t receive the verification code? page. 
• You can also read additional information about sign-in methods for your account. 

2. Getting started with online banking

• Discover how to navigate the home page in online banking and how the different menus work. 
• Take a moment to configure your profile and communication preferences.

Navigate within a business group

• Understand what a business group overview is and how to access it within a session.
• Learn to choose the right context within a business group as you navigate between different entities.

3. Managing user accesses

To help you manage your users, discover the job roles available and their associated responsibilities by watching this video. 
 

1. Learn how to create and manage a job role. 
2. Discover how to create and manage an account group. 
3. Learn how to create a user.
4. Assign a job role and an account group to a user. 
5. Approve an action that is pending approval. 

Good to know :

The following resources may also be helpful to you :

• Types of users and administrators in online banking for business.
• Manage transaction permissions for a user.
   

4. Carrying out your daily tasks 

Make sure you’ve chosen the right entity, then consult the Payments and Transfers and Accounts and Transactions sections to easily carry out your daily banking tasks. 
 

You can also read the How do I upload a file? page for additional assistance.
 

Good to know :

Note that transactions cannot be made from the business group overview. To make a new transaction, choose the context of the entity from which you’d like to do so. 

5. Adapt your banking structure to changes in your organization 

• Add or remove an entity within your business group 
• Add or edit an administrator 

6. Troubleshooting and support 

• Consult the How do you solve the most common technical problems? guide, which covers topics including signing in, transactions, and more. 
• Head to our Business Help Centre to get answers to frequently asked questions.
  Use the search bar to find specific guides. 
• Look through our demos to help you get started in online banking.
• Learn more about best practices for managing your business’s banking security. 
• If you need additional assistance, don’t hesitate to contact our call centre.

7. Financial products and available services

• Share the new user guide with your business’s users to help them become familiar with online banking. 
• Get your access as a new administrator. 
• Consult the available services for business banking, including accounts, credit cards, financing, investments, and more. 
• Explore our Advice and tools for your business finances resource. 
• View our Going further section to learn more about our partner offers.