Business Online Banking User Management

Now you can add additional users to your Business Online Banking account to help manage the financial workload.

Learn how to add, view, edit and delete additional users to help you manage your business' finances in your Business Online Banking account.

Add Users | Edit User Management Rights | Delete Users

Add Business Online Banking Users

  1. In the Navigation menu, click or tap Administration > User Management.
  2. The user management page appears with a list of an existing users.
  3. Click or tap Add User and fill in the New User Details i.e. Personal Details and Login Details, then select Save New Users.
  4. Click or tap Close.

Edit User Management Rights

Every user is pre-populated with an individual set of rights including:

  • Rights to create payments for specific Transition Types.
  • Limits on the transactions the user can approve.
  • Rights to access specific accounts.
  • Rights to specific features in Business Online and Business Mobile Banking.
  • Transaction view capabilities.

User rights can be granted and altered at the individual user level but are limited by rights set at the customer and group levels.

In order to edit a user's rights:

  1. In the navigation menu, click or tap Administration > User Management.
  2. Locate the user you want to edit by browsing or searching for the users. Click or tap the edit user icon.
  3. Verify the login name of the user in the Login Name field and click Assign Rights.
  4. Configure the user rights and limits.
  5. Click or tap Close.

Delete Business Online Banking Users

When you delete a user, you do not delete any existing transactions the user drafted or approved, including recurring transactions. Deletion is permanent, so use caution before deleting a user.

To delete a user:

  1. In the navigation menu, click or tap Administration > User Management.
  2. Locate the user you want to delete. You can browse or search the user.
  3. Click or tap the edit user icon.
  4. Click or tap Delete.
  5. Click or tap Yes to verify the deletion.
  6. Click or tap Close.

For additional information on user rights, please refer to the Business Online Banking User Guide (PDF), section “User Rights and User Management.

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