How to enable a user to transfer files and download reports in a business group

Table of contents:

1. Choose a context
2. Create a job role 
3. Create an account group 
4. Create a user 
5. Assign a job role and an account group 

To allow a user to transfer files and download reports in a business group, specific access must be configured within online banking for business. This ensures the user can perform these tasks securely and efficiently.

 Before you start:

• Make sure you have the necessary access to manage a user.
• Keep in mind that 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. Choose a context

When you sign in to online banking for business, you will need to select the business context in which you want to perform the action. Note that after signing in, you can easily switch between contexts at any time.

For further guidance, you can refer to our page on choosing a context for a business group.

2. Create a job role

A job role is a set of at least one permission allowing your user to perform certain tasks in online banking for business. 

Each user must have an assigned job role to download reports and transfer files.

Need help? Feel free to check out these helpful resources:

• How to create a job role for a user?
• Demo showing how to create a job role 
• Cheat sheet for permissions to add to the job role

Good to know:

• A notification and an email will be sent to the administrators and users responsible for approving the request in the Approval log.

3. Create an account group

You also need to create an account group with the credentials of the CFT products your company has signed up for.

Feel free to check out these helpful resources:

• How do I create an account group for a user?
• Demo showing how to create an account group

Good to know: 

• Make sure you’re aware of the permissions assigned to each file transfer.
• A notification and an email will be sent to the administrators and users responsible for approving the request in the Approval log.

4. Create a user

A new user may need to be created if they’re not already set up in online banking for business.

Feel free to check out these helpful resources: 

• Consult our How to create a user? and How to add a user to the different entities within a business group? pages
• Demo showing how to create a user

5. Assign a job role and an account group

You can now proceed to assign a job role and account group to your user.

Need help? 

• How to assign a job role and How to assign an account group to a user
• Demos showing How to create a job role and How to create an account group

Good to know:

• A notification and an email will be sent to the administrators and users responsible for approving the request in the Approval log.

Once all approvals are complete, your user will be able to transfer files and download reports in a business group.