How do I assign a job role to a user?

To assign a job role to a user in online banking for business, first 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 creation of a job role, make sure you also have the Approve and Self-approved rights)
• The Manage legal entities permission and the associated right to View
• The Manage account groups 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 a job role to a user:

1. Sign in to online banking for business.
2. In the left menu under Administration, click Manage access.
3. Select the Users and permissions tab, then select the user to whom you want to assign a job role. You can also search for them using their first and last name, or user ID.
4. Click Edit permissions, then click Manage job roles.
5. Click Assign job roles, then select the roles you want to assign to the user. Note that you can chose between Predefined and Custom job roles.
6. Click Assign.
   • If the job role has an approval level and the right to Approve, the self-approved feature will be automatically activated. You can deactivate it, if needed.
7. If you don't want to assign an account group to the user right now, click Save. Otherwise, continue to the next step.
    

Approvers must approve the assignment of a job role. They will receive a notification advising them that action is required on their part.

Watch our demo to learn how to create and assign a role.

To add an account group:

1. At the bottom of the screen, click Add account groups.
2. Select one or more account groups.
3. Click Assign, then click Save.
    

Approvers must approve the addition of an account group. They will receive a notification advising them that action is required on their part.

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

Good to know

• A user without an assigned job role cannot perform any tasks and must contact their administrator to access the features associated with a business account.
• You can assign multiple job roles to a user.
• Self-approved rights allow a user to approve a task that they initiate themselves.
• You can temporarily suspend a user’s role by deactivating and then reactivating the toggle switch.