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Good to know: Before you start, make sure you have the required access to manage a user. Learn more about the different types of users or administrators.
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.
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The creation of a job role will be pending approval. You can view the status in the Approval log tab. A notification will be sent to the representatives who need to give their approval.
Next, you'll need to create an account group (if an account group already exists, go to the next step).
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When an account group is created, it will be pending approval. You can view the status in the Approval log tab. A notification will be sent to the representatives who need to give their approval.
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).
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Once your user has been created, you can assign them a job role or an account group.
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When a job role and account group is assigned, it will be pending approval. You can view the status in the Approval log tab. A notification will be sent to the representatives who need to give their approval.
Are you finished? Your user can now upload files and download reports in Internet Banking Solutions for Businesses
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