Account Permissions by User

Allocating accounts by user

When a Smartcard user is first created they won't have access to any of the available bank accounts. Accounts can be allocated to a Smartcard user shortly after the Smartcard has been requested.

To allocate an account by user

  1. Select the Account Access tab

The Allocate Account screens opens

  1. Select a user group from the User Group drop-down list
  2. Select a user name from the Username drop-down list, and click Select

The screen updates to show all the accounts available to that user

  1. Click on each tab to access the various types of accounts
  2. Tick the boxes next to the accounts you want the user to have access to
  3. Click Save

The Signing screen opens

  1. Check the details and click Sign and Submit
  2. Enter your PIN and click OK to confirm the action

The accounts can now be viewed by the user.

To allocate an account by account

Use this method to add a single account to multiple users.

  1. Select the Account Access tab

The Allocate Accounts screen is displayed

  1. Select the type of account you wish to allocate from the Account Type drop-down list
  2. Click Select

The Allocate Accounts screen opens

  1. Click on the link for the account you wish to allocate

Alternatively, you can navigate to specific accounts by entering the sort code and account number in the relevant text boxes on this screen.

The Allocate Account screen changes to display the selected account

  1. Select the group containing your service users from the User Group drop-down list
  2. Click Select

The service users belonging to that group are displayed

  1. Tick the boxes next to the users who need access to this account
  2. Click Save

The Signing screen opens

  1. Check the details and click Sign and Submit
  2. Enter your PIN and click OK to confirm the action

If the user needs to create payments, you need to set up permissions.

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