How do I create a job role for a user?

To create a job role with online banking for business, first make sure you have :

• The Manage service agreements and the associated right to View
• The Manage job roles permission and the associated rights to View and Create (if you need to approve the creation of a job role, make sure you also have the Approve and Self-approved rights).
   

To create a custom job role :

1. Sign in online banking for business.
2. In the left menu under Administration, click Manage access.
3. Select the Job roles tab, then click Create new.
4. Name the job role you’re creating and add a description explaining the tasks associated with it. If necessary, select an approval level.
5. Once you've filled in the fields, click Add permissions at the bottom of the screen.
6. Add the permissions associated with the job role individually, or click All, then click Add permissions.
7. For each permission, select the rights you want to add to the job role.  
8. Click Save.
9. Review the information and click Submit. Approvers must approve the creation of the job role. They will receive a notification advising them that action is required on their part.
   
10. After the job role is created, you can assign it to a user.
     

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

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.
• 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.