Narration: "In this video, we will explain how to manage
your users' permissions in our Internet Banking Solutions for Businesses.
Firstly, you need to fully understand the concept of job roles. A
job role is a set of at least one permission allowing your user to
perform certain tasks when signing in to Internet Banking Solutions
for Businesses.
Job role-based management therefore provides greater flexibility
when defining the users’ permissions within your organization.
You can analyze the needs of your users, then group them by job role
based on their common responsibilities.
“To begin, sign in to Internet Banking Solutions for Businesses and
go to the “Administration” section, then “Manage access”.
From this menu, you can create job job roles and assign permissions
for each of your employees.
For example, you have the flexibility to create different job roles
such as "Director", "Accountant" or "Payable
Accounts" and assign specific permissions accordingly.
For this example, we will create two job job roles: one job job role
called "Director", which can have all the
permissions, and a second job job role, "Accountant",
that can only have the Manage statements and Account
summary permissions. This allows to View account and credit
card statements, and cheque images.
Note that you must be an administrator or have the necessary user
management rights to define the job roles.
Once the job role and permissions have been added, you may select
the accounts for which users can exercise their job role. This is
called an account group. To do this, click "Manage access",
then select the "Account groups" tab, and click "Create
new". Fill in the fields with the name and description of the
group, then add the relevant accounts to the group.
“ Once you created the job roles and account groups, you can create
new users.
To do this, click “Create a user” and fill in the fields with the
required information. An invitation email with the temporary password
to connect to Internet Banking Solutions for Businesses will be sent
automatically to your user. For added security, you will need to share
the user code using a different delivery method, such as SMS or phone call.
You can now assign a job role and account group to the user, if
required. Navigate to the user's profile and select the applicable job
roles. Also remember to select the appropriate account groups and to
save your changes.
"Once this step is completed, you can then grant additional
permissions to your new user, and they may begin carrying out transactions.
Note that you must be an administrator to be able to manage other permissions.
Click "Manage permissions", then "Manage other
permissions". Using the dropdown menu, you can define access
rights for each other feature. Don't forget to confirm your changes!
Clicking “Back” will return you to the user's profile."
Once connected, your user will only see the permissions assigned to them.
Your user can now browse and make transactions in their online
business account.
If you would like to learn more about the features offered in
Internet Banking Solutions for Businesses, visit our help centre at
nbc.ca/business-help-centre or demo.nbc.ca.