User roles

In the Business Banking window you can manage your User Roles.

You can carry out a number of user role actions by clicking on the User Roles tile.

Click the pencil icon to edit a role or click Create Role.

Each user role has associated policies. Any changes or additions made to a user can only be within the limits pre-assigned and agreed on at account setup.

Click the pencil icon by the role you want to edit or click Create Role or copy to create a new user.

The screen displays with 3 tiles. Domestic Wire, Funds Transfer and Stop Payment.

You can see within these tiles there are details of the limits and actions that are currently set for that user.

In each of these, edits can be made to both the Rights and Allowed Actions.

You now have a choice of tabs Transactions, Features and Accounts. Select the tab for the changes you want to make.

After making changes to the details of the user, click Save to update the profile.