Job roles and permissions

How do I add a user and copy permissions to them?

Learn how to add a user to one or more entities in a business group and quickly grant them access by copying an existing user’s permissions.

File transfers: which rights and permissions do I assign? 

Learn which rights and permissions you should assign to a user for file transfers and report downloads.

How do I copy a user's job role?

Need to make a change? Learn how to copy a user's job role and assign it to another user in online banking for business.

Which rights and permissions should I assign to a user?

Learn the different rights and permissions you should assign to a user in our online banking for business.

How do I remove a job role from a user?

Do you need to remove a job role from a user? No problem. Discover how to do so in your online banking for business account.

How do I edit a job role?

Need to make a change to an existing job role? No problem. Discover how to do so in your online banking for business account.

How do I delete a job role?

Do you need to remove a job role? No problem. Discover how to do so in your online banking for business account.

How do I assign a job role to a user?

Learn how to assign a job role to users in your online banking for business with steps from our Business Help centre.

How do I create a job role for a user?

Need to create a job role for a user? No problem. Discover how to do so in your online banking for business account.

What is a job role

Learn how a job role helps manage your employees' permissions and access different levels to your business’s financial information.