New 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.
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.
- Download the National Bank app for easy mobile access to online banking.
3. Managing user access
To help you manage your users, discover the job roles available and their associated responsibilities by watching this video.
- Learn how to create and manage a job role.
- Discover how to create and manage an account group.
- Learn how to create a user.
- Assign a job role and an account group to a user.
- Approve an action that is pending approval.
4. Using self-approval
You can now manage approvals yourself in online banking for business:
- 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.
5. Carrying out your daily tasks
- 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.
6. Adapting your banking structure to changes in your organization
7. 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.
8. Available financial products and services
- Share the new user guide with your business’s users to help them become familiar with online banking.
- 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 More than just banking section to learn more about our partner offers.