FAQs
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How do I generate a verification code for a user?
Discover how authorized users can generate a verification code for a user in your online banking for business.
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Where can I find the user code?
Want to learn where to find a user's code in your online banking for business? Visit our Business Help centre.
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How do I change the authentication method from a SecurID token to password?
Learn how to change the authentication method from a SecurID token to password in online banking for business.
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How do I delete a user?
Need to make a change? Discover how to completely remove a user from your online banking for business account.
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How do I remove all roles and account groups from a user?
Need to make a change? Learn how to remove all roles and account groups from a user in online banking for business.
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How do I change the authentication method from password to SecurID token?
Discover how to change the password authentication method to a SecurID token in online banking for business.
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How do I change a user’s communication information?
Need to make an update? Discover how to change a user’s communication information from your online banking for business.
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How do I manage a user’s transaction permissions?
Discover how you can manage a user’s transaction permissions and more in your online banking for business account.
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How do I connect an ERP software to my business account?
Learn how to connect an accounting or ERP (Enterprise Recourse Planning) software to your business account in online banking for business.
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How do I temporarily suspend or reactivate a user?
Discover how you can temporarily suspend or reactivate a user from your online banking for business account.
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How do I remove an administrator from my business?
Learn how to remove an administrator from online banking for business.
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How to create a user?
Need to create a new user? No problem. Discover how to do so in your online banking for business account.
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First steps for giving access to a new user
Discover how to give a new user access to online banking for business, and what that means for the online management of your business.
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How do I add or modify an administrator?
Learn how to manage administrators within online banking for business.
More questions by subcategory
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Job roles and permissions
Do you have questions about the roles and permissions of your users? Find answers in our Business Help centre.
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Account groups
Do you have questions about account groups? Find answers in our Business Help centre.
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Business group structure (multi-entity)
Do you have questions about business groups or multi-entities? Find answers in our Business Help centre.
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Approvals
Do you have questions about the approvals of your users? Find answers in our Business Help centre.
