How to give a new user access to file transfers
Table of contents:
Before you start:
- Make sure you have the necessary access to manage a user.
- Keep in mind that the creation of job roles, account groups, and users can be performed in the order that is most convenient for you. The last step will be to link these concepts together to enable the user to perform the tasks.
1. Create an account group
You also need to create an account group with the credentials of the file transfer products your company has signed up for.
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Good to know:
- Make sure you have the list of permissions associated to the various types of Corporate File Transfers (CFT).
- A notification will be sent via SMS or email to the administrators and users responsible for approving the request in the Approval log.
2. Create a user
A new user may need to be created if they’re not already set up in online banking for business.
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3. Assign the user a predefined job role and an account group
Once your user has been created, you can assign them a job role.
A job role is a set of at least one permission allowing your user to perform certain tasks in online banking for business.
Each user must have an assigned job role to download reports and upload files.
Online banking for business provides predefined job roles to make it easier to assign permissions to users. If these predefined job roles don't meet your business needs, you can create custom job roles with the permissions you want.
If you need to create a custom job role, check out these helpful resources:
- Guide showing how to create a job role for a user
- Cheat sheet for permissions to add to the job role
- Watch our demo on how to Create a job role
- How to assign a job role
You'll also need to assign the user an account group. For help, read our How to assign an account group to users page.
Good to know:
- A notification and an email will be sent to the administrators and users responsible for approving the request in the Approval log.
Once all approvals are complete, your user will be able to upload files and access reports.