First steps to giving access to a new user

Below you'll find more information on creating and managing a new user in your online business account.

Follow these steps to ensure that your user has the necessary permissions to upload files and download reports.

Important

• Before you start, make sure you have the necessary 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 is most convenient for you.

1. How to create a job role, an account group, and a user

1a. Create a job role

First, you need to create a file transfer job role. A job role is a set of at least one permission allowing your user to perform certain tasks when signing 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.

The creation of a job role 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. Manage job roles and  account groups

2. Assigning a job role and an account group

Once your user has been created, you can assign them a job role or an 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 job role or account group is assigned, it will be pending approval. You can view the status in the Approval log tab. A notification and email are 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.