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 access

4. Using self-approval

5. Carrying out your daily tasks

6. Adapting your online banking structure to changes in your organization

7. Troubleshooting and support

8. Financial products and available services

• 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.

• 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.

   

• Download the National Bank app for easy mobile access to online banking.

• 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.

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

You can now manage approvals yourself in online banking for business, once you’ve signed in to the right context for your organization:

• Refer to our guide to know which actions can be approved by the self-approval right.
   

• Learn how to approve or reject an action pending approval.
   

• Activate or deactivate self-approved users according to your needs.

   

Good to know:

• Understand what an approval policy is in online banking for business.
   

• Learn how to assign or delete an approval policy.

• Make sure you’ve chosen the right entity, then consult the Payments and transfers, Accounts and transactions, and Account groups 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:

Transactions cannot be made from the business group overview. To make a new transaction, you must first select a context.

• Add or remove a business within your business group
   

• Add or modify an administrator

• 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.