What this guide's for

Learn how to disable and remove accounts on your CommBiz service.

Why you'd do this

To disable or remove an account that you mightn't need or use.

What you'll need

Administrator permission

 

What's disabling an account?

Disabling an account keeps it on your service, but means no one can access or use it until it's re-enabled again.

 

Step 1

  • Log on to CommBiz, go to Admin then Service
  • You'll see the View service accounts screen with all enabled accounts that have been added
  • Select the Edit button at the bottom of the page.
 View service accounts page in CommBiz with the enabled accounts tab selected.

Step 2

  • Tick the boxes of the accounts that you no longer wish to be displayed on the service and click Save
  • You can search by account name or account number to highlight the account you'd like to disable.
Edit service accounts page in CommBiz with the enabled accounts tab selected and a chosen account highlighted.

Step 3

  • Check the details of the accounts you're disabling and click Confirm
  • If the details aren't right Modify to return to the previous page
  • Once you've confirmed the details, click OK and you'll return to View service accounts where you can see enabled accounts

To check if it worked:

  • Click Disabled accounts and search for the account using the account name or number
  • Accounts will stay disabled until they're removed from the service or re-enabled
  • Keep reading to find out how to re-enable an account
Confirm save page in CommBiz under the admin tab.

Removing an account

What's removing an account?

Removing an account completely removes it from your CommBiz service.

 

Step 1

  • Go to Admin click Service
  • From View service accounts choose the Disabled accounts tab
  • Click the Edit button at the bottom of the page
  • You need to disable an account before removing it from the service
  • You can search for account names or numbers to pick the account you'd like to remove.
 View service accounts page in CommBiz under the admin tab with the disabled accounts tab selected.

Step 2

  • Choose accounts you'd like to remove. Click Save
  • Check the details of the account(s) you're removing. Click Confirm
  • If the account details aren't right, click Modify to make changes
  • Click OK to go back to View service accounts and see accounts you've removed.
  • Once an account's been removed, you need to add it again with a link account maintenance request.
Confirm save page in CommBiz under the admin tab.

Re-enabling an account

What's re-enabling an account?

Re-enabling an account to use it again on your CommBiz service. 

 

Step 1

  • Go to Admin click Maintenance requests then click Add accounts
  • From the Find maintenance request you'll see cancelled, submitted and processed requests.

Step 2

  • Click Add accounts on the left hand side and choose Re-enable account. Click Next.
  • On the next screen, choose the account you'd like to re-enable from the drop down. Click Next.
Add or re enable account page in CommBiz under the admin tab with the re enable account button selected.

Step 3

  • Accounts you're enabling will appear. Review the details and click Confirm to re-enable the account.
The confirm details page in CommBiz under add accounts with account details and authorisers listed.

Step 4

CommBiz Client Maintenance
Level 1, 31 Birnie Avenue
Lidcombe, NSW 2148

  • Tick the box confirming that you've saved or printed the Maintenance request forms. Click OK
The confirmation page for re enabling accounts that shows all details and forms you need to print off.

Things you should know

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. Commonwealth Bank of Australia ABN 48 123 123 1234. Call 13 2221 or view our terms and conditions.