What's this guide for?

Learn how to give users access to enable service requests.

Why you'd do this

To enable users to re-order cheque books and change account details.

What you'll need

  • Administrator permissions

 

How to enable service requests

Step 1

  • Log on and go to Admin > Users
  • Search for the user you'd like to give permissions to, then click Edit next to the one you want
How to set up an Arrangement step 1

Step 2

  • From the user profile page, go to the Admin tab for that user. If you're unable access this tab, click on the Permissions Mode tab and change the mode to Custom Permissions then repeat Step 1
  • Choose which permissions you'd like them to have and click Change Mode. If you choose Custom Permissions, you can pick exactly which permissions they'll have
  • Click Save to save your changes
How to set up an Arrangement step 1

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.