FAQs
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Which rights and permissions should I assign to a user?
Learn the different rights and permissions you should assign to a user in our online banking for business.
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What is a job role
Learn how a job role helps manage your employees' permissions and access different levels to your business’s financial information.
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How do I delete a job role?
Do you need to remove a job role? No problem. Discover how to do so in your online banking for business account.
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How do I edit a job role?
Need to make a change to an existing job role? No problem. Discover how to do so in your online banking for business account.
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How do I create a job role for a user?
Need to create a job role for a user? No problem. Discover how to do so in your online banking for business account.
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How do I remove a job role from a user?
Do you need to remove a job role from a user? No problem. Discover how to do so in your online banking for business account.
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How do I copy a user's job role?
Need to make a change? Learn how to copy a user's job role and assign it to another user in online banking for business.
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How do I assign a job role to a user?
Learn how to assign a job role to users in your online banking for business with steps from our Business Help centre.
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How do I add a user and copy permissions to them?
Learn how to add a user to one or more entities in a business group and quickly grant them access by copying an existing user’s permissions.
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File transfers: which rights and permissions do I assign?
Learn which rights and permissions you should assign to a user for file transfers and report downloads.
More questions by subcategory
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Create and modify users
Do you have any questions about creating and modifying users in online banking for business? 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.
