How do I edit a job role?

To modify the title, description, and permissions of a job role in online banking for business, first make sure you have :
 

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

To edit a job role:
 

  1. Sign in to online banking for business.
  2. In the left menu under Administration, click Manage access.
  3. Select the Job roles tab, then select the job role you want to edit.
  4. Click the pencil icon (Edit) to the right of the title.
  5. Make your modifications, then click Save.
  6. Review the job role information, then click Submit.
     

Approvers must approve changes for the job role. They will receive a notification advising them that action is required on their part.
 

Good to know

  • The System administrator, Access and account management and Approval management job roles contain administrator permissions. They cannot be modified. 
  • When you edit a job role, the changes apply to all users who hold that role. 
  • While editing a job role, you can click Review list of affected users in the yellow banner.
  • 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.
  • Self-approved rights allow a user to approve a task that they initiate themselves.