Help & Support

Setting and changing user roles and permissions

Roles and permissions let you choose what users can see and do in Internet Banking for Business.

Setting user roles and permissions

When you add new users, you need to set their permissions by:

selecting one or more of our role templates under the ‘User Details’ view; or
using the dropdown box to copy another user’s permissions; or
setting each of the permissions by using the ‘Customise Permissions’ grid.

You can give a user permissions that are unique to their role.

In the ‘User Details’ view, untick all the templates and click on ‘Customise Permissions’ at the bottom of the screen. You’ll see a blank permissions grid where you can set the user’s functions, accounts and transaction limits.

Changing user permissions

If you want to change the permissions for an existing user, you’ll need to have the Manage Site Administration role.

To change the permissions of a user, go to the ‘Administration’ tab of your Internet Banking for Business site:

find the user you want to make changes to
select ‘Edit’ from the ‘Actions’ column
make changes to the ‘User Permissions’ or click on ‘Customise Permissions’, and make changes using the permissions grid
click on ‘Next’
click on ‘Submit’ then ‘Finish’.

The user will need to log out and log in again to see the changes.

If you’ve given the user authorisation or administration permissions, you’ll need to give us some extra information.

Role templates

There are eight templated roles that cover most businesses’ day-to-day banking activities.

You can choose as many templates as you need for each user, or refine the permissions by clicking on ‘Customise Permissions’ at the bottom of the ‘User Details’ screen.

1. Manage Site Administration

The key tasks associated with this role are:

add, change, or delete other users
set and change which users can access each of the site’s accounts
set and change what other users can do on the site
set limits on the amounts that users can pay or transfer
set limits on the amounts that users can approve in a transaction
reset passwords for other users
add or change email addresses for users
add, change, or delete mobile numbers for users.

2. Manage Account Info and Services

The key tasks associated with this role are:

view account balances
view transaction histories
view online images and account details on the accounts they have access to
view and download statements.

3. Maintain payees and payers

The key tasks associated with this role are adding, changing or deleting payees and payers for different types of payments, like:

4. Maintain accounts payable

The key tasks associated with this role are adding, changing or deleting payments for different types of payments, like:

bill payments
direct credit and payroll transactions
international payments
same day cleared payments.

5. Maintain accounts receivable

The key tasks associated with this role are adding, changing or deleting direct debit transactions.

6. Authorise activity

The key task associated with this role is authorising payments and direct debits.

7. Audit log

The key task associated with this role is to view what’s been happening on the site through the Audit log screen in the ‘Administration’ tab of Internet Banking for Business. You can see:

details about any new users that have been created
changes to users, including new transaction limits and changes to passwords
when users have logged in and where from
if Internet Banking for Business was used on a mobile phone or a computer.

8. Only View Activity

The key task associated with this role is viewing all payments that have been made to and from your business’s accounts in the ‘Transfers and Payments’ tab of Internet Banking for Business.

Users can’t create, change, delete or authorise any transaction type that they have been granted Only View Activity permissions on.