What this guide's for?

Learn how to approve requests to add service delegates using your dashboard.

Why you'd do this

Approving maintenance requests from your dashboard means you don't have to do any paperwork.

What you'll need

  • Permissions to approve requests on your CommBiz service
  • A CommBiz physical token or eToken

 

How to add a service delegate

Step 1

  • Log on and go to Functions > Dashboard
  • Enter your log on password and CommBiz token password
Screenshot of step 1 showing how approve via dashboard

Step 2

  • You’ll see requests that are pending, in progress and completed
  • The requests waiting for your approval can be found under the Requests to authorise tab
  • To see details of requests you’re approving, click View details
  • From the details page, you can reject or approve the pending request
Screenshot of step 1 showing how approve via dashboard

Step 3

  • To approve a request, enter your password and a CommBiz token password and click Submit.
  • Go to the Requests completed tab to see if you are the final approver. If the request needs approval from other people, details will be shown in the Requests in progress tab.
Screenshot of step 3 showing how approve via dashboard

Important information

This guide is published solely for information purposes. As this guide has been prepared without considering your objectives, financial situation or needs, you should consider its appropriateness to your circumstances and if necessary seek the appropriate financial advice before acting on information in this guide. Call 13 1998 or view the CommBiz Terms and Conditions.