First steps in granting access to a new user in a business group

Below you'll find more information on creating and managing a new user in a group service agreement.

Follow these steps to ensure that your user has the necessary permissions to view account summaries and statements, or perform online transactions.

1. Choose a service agreement
2. Create a job role
3. Create an account group
4. Create a user
5. Add a user to the business group service agreement
6. Assigning a job role and an account group
7. Managing other permissions

Important

• Before you begin, make sure you have the required access to manage a user.
• The creation of job roles, account groups, and users are independent features, which can be performed in the order that suits you best.

1. Choose a service agreement

A business group service agreement covers all the features of Internet Banking Solutions for Businesses for the entities covered by the agreement.

The agreement also covers:

• Entities' bank accounts
• Primary business administrators and users who have been added to the business group service agreement
• Job roles and account groups included in the business group service agreement.

When signing in to Internet Banking Solutions for Businesses, you will be asked, if you have access, to select between the service agreement for the primary business or the business group (identified by **). Please note that you can change your service agreement during the session.

Need help?

Consult our How to choose a service agreement for a group of businesses pages to select the agreement at sign-in, or change the service agreement during a session.

1a. Create a job role

First, you need to create a file transfer role. A role is a set of at least one permission that allows your user to perform certain tasks when they sign in to Internet Banking Solutions for Businesses. Each user must have an assigned job role to download reports and upload files.

Need help?

• Consult our How to create a job role for a user page.
• Watch our demo to learn how to create a job role.
• Consult our cheat sheet for permissions to add to the job role.

When a job role is created, it will be pending approval. You can view the status in the Approval log tab. A notification and email will be sent to administrators and users who need to give their approval.

1b. Create an account group

Next, you'll need to create an account group with the credentials of the file transfer products your company has signed up for (if an account group already exists, go to the next step). An account group defines which credentials your users can use to perform file transfers and download reports.

Need help?

• Consult our How to create an account group for a user page.
• Watch our demo to learn how to create an account group.

When an account group is created, it will be pending approval. You can view the status in the Approval log tab. A notification and email will be sent to administrators and users who need to give their approval.

1c. Create a user

Now that you've created a job role and an account group, you can create a new user (if the user already exists in your company's Internet Banking Solutions, proceed to the next step.)

Need help?

• Consult our How to create a user page.
• Watch our demo to learn how to create a new user.

2. Add a user to the business group service agreement

Now that you've created the user, you need to add them to the business group's service agreement, giving them access to the account groups and job roles available in the agreement. You must add the user before you can see them in the list of users in the business group.

Here's how:

1. In the left menu under Administration, click Manage access. 
2. Select the Users and Permissions tab.
3. Click Add user at the top right of the list of users.
4. Follow the instructions.

Need help?

Consult our How to add a user to the business group service agreement to help you complete this step.

3. Assigning a job role and an account group

Once your user has been created, you can assign them the job role and account group.

Need help?

• Consult our How to assign a job role and How to assign an account group to users pages.
• Watch our demos Create a job role and Create an account group to learn how to assign a job role and an account group.

When a user or account group is assigned, it will be pending approval. You can view the status in the Approval log tab. A notification and email will be sent to administrators and users who need to give their approval.

Are you finished? Your user can now upload files and download reports in Internet Banking Solutions for Businesses.