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Support for System Administrators

As an Administrator, you set up the access permissions of your Service Users. The Administration System allows you to set the account permissions and payment permissions of each of your Service Users.

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For further support on getting started please refer to our Help guides.

1 Install software Installing your Corporate Online Software

  • A card reader and installation disc will be sent with the System Administrators card. This software requires to be installed on the PC that requires access with the Smartcard. Ensure that the User has full administrative permissions on the PC; refer to your IT support area if unsure.
  • Once the software has been installed plug the Smartcard Reader into a USB port, a green light on the reader will start flashing.
  • The next stage is to change the received PIN to a PIN of your own choice.

2 Change PIN Changing your Corporate Online PIN number

  • Insert the Smartcard into the reader; face up, chip side first. The green light will turn solid.
  • A pop up will appear titled Gemsafe Toolbox, if this doesn't happen then click here.
    • Click on the Card Administration option
    • Click on the PIN Management icon
    • Change PIN will be bold so click on Next
    • In the Old PIN field enter the PIN received to accompany card. Tab to the New PIN field and enter a PIN of your choice that must be between 6 and 8 characters, we suggest a PIN that is a mixture of alpha and numeric characters, please note the PIN is case sensitive. Tab to the next field and confirm the PIN.
  • In the Old PIN field enter the PIN received to accompany card.
  • Tab to the New PIN field and enter a PIN of your choice that must be between 6 and 8 characters, we suggest a PIN that is a mixture of alpha and numeric characters, please note the PIN is case sensitive. Tab to the next field and confirm the new PIN.
  • Once the PIN has been changed successfully a pop up will appear confirming this.
  • To exit this screen click on the cross in the top right hand side of the screen.

The next stage is to register the Smartcard.

3 Register your Smartcard Registering your Corporate Online Smartcard

Once your PIN has been changed the card is required to be registered before use.

  • Click on the link below and enter your business email and contact telephone number.
  • Select the Save button and a pop up will appear.
  • Click on the Sign and Submit button and enter your new PIN in the next pop up box that appears.
  • Once the password is entered click on OK. You will be returned to the login page.

Register your Smartcard here

4 Activate your Smartcard Activating your Corporate Online Smartcard

Before your Smartcard can be used it needs to be activated. Please contact the Corporate Online Helpdesk on 0345 300 6444† (07.30-18.00 Mon-Fri) to do this. Please be ready to quote your agreement number when calling (this can be found on your Welcome letter). Once your Smartcard has been activated access the Corporate Online Login screen and select Smartcard Login. After accepting the Terms and Conditions you will be successfully logged into the service as System Administrator.

Please refer to the User Setup tab for full guidance on the set up of Service Users.

User setup

The following steps must be taken before your Service Users are ready to access Corporate Online. The hyperlinks will open the relevant pages from the System Administrator guide. To download the whole guide please click here.

  1. Creating a User Group
    All Service Users must be attached to a User Group; this link details how to create a group.
  2. Service Users
    If the Service Users were not listed on the application form or you wish to order additional cards follow these steps.
  3. Activating the Service Users Smartcard
    Once a Service User has changed their PIN and registered their Smartcard it must be activated by following these steps.
  4. Individual User Settings
    This section describes how to allocate accounts to your Service Users.
  5. About Permissions
    This section describes how to allocate payment permissions to your Service Users.
  6. Cloning Service Users
    For ease of setup Service Users can be cloned, this section details how this is done.
  7. System Authorisation Settings
    This section provides support on setting up authorisation rules for your different payment facilities.