What is a job role
A job role is a set of at least one permission that allows you to perform certain tasks in online banking for business.
The administrator of a business account must assign a job role for each user.
Information for administrators
The administrator of an account holds :
- The System administrator, Access and account management, and Approval management job roles by default. These job roles are created and managed by National Bank. The Approval management job role contains approval permissions, Level A and the self-approved feature.
- The Admin file transfer job role, if it has a transfer product.
Good to know
- You can create a job role and assign it to a set of users. Additionally, you can use default job roles, with the exception of the System administrator job role.
- You can associate a level to a job role to establish the approver in your company.
- 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.
Some tips for naming a job role :
- Choose a name that identifies the tasks assigned to the user (e.g. View accounts and statements).
- You may also want to name the job role according to the employee's position (e.g. Accountant).
- If you need to assign different job roles to multiple users, you could simply use their first and last names.
