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. A job role is a set of at least one permission allowing your user to perform certain tasks when signing on to Internet Banking for Businesses. You need to assign a job role to each user to enable them to view bank statements or account summaries.

Discover our How to create a job role for a user page or watch our video to learn how to create a job role.

1.2 Create an account group

An account group is a collection of defined accounts that allows users to access summaries and statements for the selected ones.

Visit our How to create an account group for a user page or watch our video to learn how to create an account group.

1.3 Create a user

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

Visit our How to create a user page on Internet Banking Solutions for Businesses or watch our video to learn how to create a new user.

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.

See our How to assign a job role and How to assign an account group to users pages, or watch our video to learn how to assign a job role and an account group.

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.

See our How to manage other transaction permissions and user limits page, or watch our video to learn how to assign a job role and an account group.

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