Users
The View Users screen in Internet Banking provides access to features that let you delegate access to your Internet Banking profile to one or more people. The access level provided to each Delegated User, and to each of your accounts, can be fully customised by you.
This feature could be used to:
- give your accountant access to view accounts
- give a friend temporary access to pay your bills while you are on holidays
- give payroll staff access to process wages files
There are two main areas on the Users screen:
On the Users tab is the existing Delegated Users list. This list shows the Delegated Users that have been created on your Internet Banking profile.
The following information is provided about each of your Delegated Users:
- User ID - used in conjunction with the Customer Access Number (CAN), and the Delegated User’s Personal Access Code (PAC) to identify the Delegated User when they log on
- Name - name you give this Delegated User to identify them
- Status - current status for this Delegated User. Status can be PAC Not Set, Active, Access Blocked or PAC Stopped
- From - date that access to Internet Banking will start for this Delegated User
- To - date that access to Internet Banking will cease for this Delegated User
To see the list of possible actions for the delegated user, click on the Action button for the user. From the menu you can edit, delete, set password, reset password, block access, unblock access, stop password, review and set alerts for the selected user.
Actions available:
| Table(bordered) | |
|---|---|
| Button | Action |
| Edit | Make changes to the access rights and the transaction limits of this Delegated User |
| Delete | Remove this Delegated User from your Internet Banking profile |
| Set Password | Set an initial Password when a new Delegated User is created |
| Reset Password | Update the Password for this Delegated User |
| Block Access | Temporarily remove access for this Delegated User, but keep their profile |
| Unblock Access | Reinstate access for this Delegated User |
| Stop Password | Cancel the Password for this Delegated User, but keep their other profile details |
| Review | View a session summary for this Delegated User, including dates, length of session and any transactions made |
| Alerts | View and set the alerts about a variety of account actions and transactions. |
Next to the Users tab is the Access Level Templates tab. This list provides a summary of any Access Level Templates you have created.
Templates are useful if you have multiple Delegated Users with the same access rights. When creating each Delegated User, the template lets you set their access rights quickly and easily according to this preset profile.
The following information is provided about each Delegated User Access Level Template:
- Template name - used to help you identify each of your templates
- Created - the date each template was created
To see the list of possible actions for the Access Level Template, click on the Action button for the desired template. From the menu you can edit and delete the selected template.
Actions available:
| Table(bordered) | |
|---|---|
| Button | Action |
| Edit | Make changes to the Access Level Template |
| Delete | Remove this Access Level Template from your Internet Banking profile |
Changing the list size:
You can increase or decrease the number of items displayed on either of these lists using the ‘Change list size’ field to the top right of the list:
- Enter the number of items you wish to display per screen.
- Click Go.
- The size of list being viewed on this page will change to this value.