How do I assign an account group to a user?

To assign an account group to a user in online banking for business, make sure you have :

The Manage users permission and the associated right to View
The Manage permissions permission and the associated rights to View and Edit (If you need to approve the assignment of an account group, you also need the Approve and Self-Approved rights)
The Manage legal entities permission and the associated right to View
The Manage account group permission and the associated right to View
The Manage job roles permission and the associated right to View
The Manage self-approved permissions permission and the associated right to View

To assign an account group :

Important : If you are in a business group, you must select the service agreement starting with "**" to choose a business group (main entity and other entities), since an action made to the main entity will not apply to all the entities who are part of the business group.

Sign in to online banking for business.
In the left menu under Administration, click Manage access.
Select the user to whom you want to assign an account group. You can also search for them using their first or last name or their user code.
Click Manage permissions, then click Manage job roles.
Select the job role tab to which you want to add an account group. If no job role is displayed, you will need to assign an existing one or create a new one and then assign it.
Click Add account group.
Select the account group, then click Assign.
Click Save.
Assigning the account group requires one or more approvals. Approvers will receive a notification alerting them to approve the assigning of the account group.

Watch our demo to learn how to create and assign an account group.

Good to know

An account group allows you to define which accounts your users can access.
An account group is associated with the job role and permissions assigned to a user.
The Self-approved right allows a user to approve a task that they initiated.