User Access 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, rather than selecting each access item individually.

The Add/Edit Access Level screen is used to create and edit Access Level Templates in Internet Banking.

 

  • To create a new Access Level Template:
    1. Go to the Users screen in Internet Banking and select the Access Level Templates tab.
    2. Click Add New Access Level Template - the Add Access Level screen will display.
    3. Type a name for the template in the Name of Access Level field. This name will be displayed on your Access Level Templates list to help you identify each of your templates.
    4. Enter the required Pay Anyone Limit for this Template - this is the maximum amount that a Delegated User can make in Pay Anyone Payment transactions (including Multi Payments) in a calendar day.
    5. Enter the required BPAY Limit for this Template - this is the maximum amount that a Delegated User can make in BPAY transactions in a calendar day.
    6. Enter the required Transfer Limit for this Template - this is the maximum amount that a Delegated User can transfer between accounts in a calendar day.
    7. Click Change Access Settings for the relevant account from the list of accounts displayed - this will include all accounts you currently have registered for Internet Banking.
    8. To enable access to an account click the Enable Account Access check box. If this box is not checked, the account will not be accessible by any Delegated User using this Access Level Template.
    9. Select the required level of access for each function on the account, e.g. Pay Anyone, Multi Pay, BPAY etc. You can choose from 6 levels of account access:
      1. None - this prevents a Delegated User from viewing account information or performing value transactions.
      2. ViewOnly - this allows a Delegated User to view account information, but not to perform value transactions.
      3. CreateView - this allows a Delegated User to view account information and create but not authorise value transactions.
      4. CreateNoView - this allows a Delegated User to create but not authorise value transactions and does not allow viewing of account information.
      5. ExecuteView - this allows a Delegated User to create and execute value transactions on linked accounts in the same way that you can. Execute access also allows a Delegated User to authorise transactions and requests that require multiple authorisations. This level of access will allow a Delegated User to view account information.
      6. ExecuteNoView - this allows a Delegated User to create and execute value transactions on linked accounts in the same way that you can. Execute access also allows a Delegate User to authorise transactions and requests that require multiple authorisations. This level of access will not allow a Delegated User to view account information.
    10. Repeat steps 7-9 for each of your accounts.
    11. Click Change Alert Settings if you wish to monitor the activity of your Delegated Users created with this template. You can elect to receive an email, Secure Mail or SMS for various activities undertaken by a Delegated User using this Access Level Template.

    Actions Available:

    Button Action
    Save Save this Access Level Template and return to the Access Level Templates list
    Cancel Return to the Access Level Templates list without saving this Access Level Template
  • To edit an existing Access Level Template:
    1. Go to the Users screen in Internet Banking and select the Access Level Templates tab.
    2. Locate the relevant Access Level Template and click the name of the template.
    3. Click Edit - the Edit Access Level screen will display
    4. Type a name for the template in the Name of Access Level field. This name will be displayed on your Access Level Templates list to help you identify each of your templates.
    5. Enter the required Pay Anyone Limit for this Template - this is the maximum amount that a Delegated User can make in Pay Anyone Payment transactions (including Multi Payments) in a calendar day.
    6. Enter the required BPAY Limit for this Template - this is the maximum amount that a Delegated User can make in BPAY transactions in a calendar day.
    7. Enter the required Transfer Limit for this Template - this is the maximum amount that a Delegated User can transfer between accounts in a calendar day.
    8. Click Change Access Settings for the relevant account from the list of accounts displayed - this will include all accounts you currently have registered for Internet Banking.
    9. To enable access to an account click the Enable Account Access check box. If this box is not checked, the account will not be accessible by any Delegated User using this Access Level Template.
    10. Select the required level of access for each function on the account, e.g. Pay Anyone, Multi Pay, BPAY etc. You can choose from 6 levels of account access:
      1. None - this prevents a Delegated User from viewing account information or performing value transactions.
      2. ViewOnly - this allows a Delegated User to view account information, but not to perform value transactions.
      3. CreateView - this allows a Delegated User to view account information and create but not authorise value transactions.
      4. CreateNoView - this allows a Delegated User to create but not authorise value transactions and does not allow viewing of account information.
      5. ExecuteView - this allows a Delegated User to create and execute value transactions on linked accounts in the same way that you can. Execute access also allows a Delegated User to authorise transactions and requests that require multiple authorisations. This level of access will allow a Delegated User to view account information.
      6. ExecuteNoView - this allows a Delegated User to create and execute value transactions on linked accounts in the same way that you can. Execute access also allows a Delegate User to authorise transactions and requests that require multiple authorisations. This level of access will not allow a Delegated User to view account information.
    11. Repeat steps 7-9 for each of your accounts.
    12. Click Change Alert Settings if you wish to monitor the activity of your Delegated Users created with this template. You can elect to receive an email, Secure Mail or SMS for various activities undertaken by a Delegated User using this Access Level Template.

    Actions Available:

    Button Action
    Save Save changes to this Access Level Template and return to the Access Level Templates list
    Cancel Return to the Access Level Templates list without saving the changes to this Access Level template