How to give new users access to file transfers and report downloads

Table of contents:

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

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 can be performed in the order that is most convenient for you.  The last step will be to link these concepts together to enable the user to perform the tasks.

1. 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 upload files.

Feel free to check out these helpful resources:

• Guide showing 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.

2. Create an account group

You also need to create an account group with the credentials of the file transfer 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 have the list of permissions associated to the various types of Corporate File Transfers (CFT).
• A notification will be sent via SMS or email to the administrators and users responsible for approving the request in the Approval log.

3. 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: 

• How to create a user?
• Demo showing how to create a user

4. Assigning a job role and an account group

Once your user has been created, you can assign them a job role and an account group. 

Feel free to check out these helpful resources: 

• Consult our How to assign a job role and How to assign an account group to users pages. 
• Watch our demos Create a job role and Create an account group to learn how to assign a job role and 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 upload files and access reports.