New administrator’s guide

Welcome to online banking for business
 

Your online business account gives you a complete overview of your statements and transactions. You can also accurately manage payments to your clients and suppliers, both in Canada and internationally.
 

Our platform is designed to help you manage all your banking operations efficiently and securely.
 

Visit our Business help centre.
 

Start your introductory tour

First time signing in

• Sign in for the first time with your user code and the temporary password you received by email when you joined. If you're having trouble receiving the verification code when you sign in, please see our What to do if I don't receive the verification code page.
• Take a moment to update or verify your profile and communication preferences.  This will ensure that you receive notifications and alerts on your preferred means of communication.

Navigation and available features

• Discover our optimized account summary and our main menu, which includes all the features linked to your profile. Visit our Discover home page and navigation menu features page to explore the features we offer.
• You can also download our National Bank app.

Transactions

• Online transactions are now easier than ever. Visit our Business help centre's Accounts & Transactions section or watch our demos on managing payees, making payments, sending money with Interac e-Transfer®, approving transactions, and utilizing notifications and alerts.

Rights and permissions

• As part of managing your business, you can delegate certain tasks to users, as specified in the business banking agreement. For a clearer understanding of user rights and permissions, please refer to our What are the different types of users in online banking for business page.
• As an administrator, you can manage a user's access by assigning job roles, permissions, and, if necessary, account groups. Watch our video or consult our guide First steps for giving access to a new user to get up to speed with these concepts.
• You can send on the New user guide to your users to help them get started with online banking for business.

Information on self-approval

• You can now self-approve in online banking for business for the following actions:
  • Manage account groups
  • Manage job roles
  • Manage permissions
  • Manage self-approvals
  • Manage approvals for Electronic Funds Transfer (EFT)
  • Manage approvals for Payment File Option
• Authorized users can therefore set the approval levels needed to perform an action.
• The right to self-approve will be automatically granted to you and your authorized users.
• The number of signatures required to approve an action remains the same.
• If your organization requires a single signature upon approval, administrators and authorized users will be able to approve the tasks they have initiated themselves.

Important information about your accounts

• Note that administrators and authorized users can grant themselves rights to other accounts in your company's profile. You can change these rights at any time if you want to restrict access to certain users.
   

Troubleshooting and support

• If you encounter a technical problem while online, you can often solve it by consulting our troubleshooting section. You'll find instructions for clearing your cache, deleting cookies and history, or resolving other more frequent issues. You can also take a look at our demos, which cover the key features of our banking platforms. If your situation persists, don't hesitate to contact us.
   

Financial products

• In addition to our online solutions, we offer banking services tailored to your business needs. Whether it's banking packages, cash flow management, advice and tools, partner offers, and more, our aim is to support you in the success of your business.