Online banking for business tools and guides
Our Business help centre contains several tools if you need assistance with online banking for business :
- FAQ
Find the answers to your questions about managing access, job roles, permissions, and other features, or get support for your banking operations. - Demos
Consult our demos for step-by-step support in your day-to-day operations. - Introductory video
Discover how to manage permissions in our online banking for business. This video will guide you through the creation of a user, role assignment, and the management of account groups.
Learn how to set up approval rules and adapt the parameters to your business so that the right people have access at the right time when an action requires approval.
- Administrator's guide
Discover the New business administrator's guide to online banking for business. - Guide for new user
Discover the New user guide in online banking for business. - First steps to give a new user their access
Discover how to give a new user access to online banking for business. - First steps for a business group user
Discover how to give a new user access in a business group service agreement. - The guide to transition from the Corporate File Transfer (CFT) platform to online banking for business
This guide has been designed to facilitate the transition from the Corporate File Transfer (CFT) platform to online banking for business. - First steps to giving new users access to file transfers and download reports
Follow these steps to ensure that your user has the necessary permissions to upload files and download reports. - First steps to granting a new user access to file transfers and download reports in a business group
Follow these steps to ensure that your user has the necessary permissions to view account summaries and statements, or perform online transactions.
