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User roles

Assign permissions when creating a new user profile. Administrators can edit these any time.

CommBiz-defined roles

Default roles that allow access to the whole CommBiz service

View

Users can view all accounts and account information available on CommBiz, including statements, transactions and account balances.

Create1

Users can create payments and Service Requests for all accounts linked to the CommBiz service, including change of account address or stop cheques.

Administrator

Users manage and maintain the CommBiz service, including adding, removing and maintaining users, submitting Maintenance Requests to add and maintain accounts, and updating and ordering token devices.

An Administrator is appointed when the CommBiz service is set up. Administrators can appoint other Administrators to help manage the CommBiz service. 

User-defined roles

Assign a set of permissions to multiple users

User-defined roles are created by the Administrator as templates, with specific permissions that can be given to multiple users. If the Administrator changes the permissions of a role, the changes will apply to all users assigned that role.

For example, an Administrators might create a role called ‘Payroll’ with specific permissions associated with payroll activities, like viewing the balance history of accounts linked to CommBiz. They can then assign this role to the users who need to perform those activities.

Custom permissions

Assign specific permissions to individual users

An Administrator can assign a set of permissions and access, unique to each user, to meet a business need.

For example, an Administrator can nominate specific accounts to be viewed by the user or only allow users to create payments using details saved in the address book.

Note: When new accounts are added to your existing CommBiz service, they will not automatically be visible to users with customised permissions. A CommBiz Administrator must update the relevant user’s access before the new accounts can be seen.

To update a user's Customised Permission:

  1. Log on to CommBiz. Go to Admin, then select Users
  2. Select Edit for the user profile to amend
  3. Click on the Accounts Tab
  4. Update the User’s access by clicking on the relevant permission for the added account (View Balance, View Account Details, View and/or Create)
  5. Review the details, then select Save and Confirm

Service roles

Administrators can also add the following roles to a CommBiz service by raising a Maintenance Request.

Role
What this role can do
Authoriser1, 2
These users can authorise payments, Maintenance Requests and other Service Requests for the accounts they’re Authorisers on.

Authorisers must be identified on CommBiz and can only be appointed by an Administrator, who submits an Add or Edit Account Authority Maintenance Request. This determines who can authorise CommBiz payments, CommBiz Maintenance and Service Requests (known as the Electronic Account Authority or EAA), and how many Authorisers are required to process payments and any payment limits that may apply to the accounts (known as the Electronic Method of Operation or EMOO). Become an authoriser
Service Delegate1, 2
Service Delegates are appointed to electronically authorise some Maintenance Requests without the need to generate paperwork. Service Delegates are also responsible for appointing Card Administrators who manage Card Facilities linked to the CommBiz service.

Service Delegates can only be appointed by an Administrator, who submits a Service Delegate Maintenance Request. This determines who the Service Delegates are and how many Service Delegates are required to electronically authorise requests. Nominate a Service Delegate
Card Administrator1, 2
Card Administrators maintain Card Facilities linked to the Service, including setting card limits, ordering new cards, reissuing pins and cancelling cards.

Card Administrators can only be appointed by an Administrator who submits a Card Administrator Maintenance Request that determines who has access to the Card Self Service functions. This Maintenance Request will need to be authorised by an existing Service Delegate. Set up Card Administrators
Data Sharing Delegate
Appointed by entities linked to your CommBiz service to share data with accredited data organisations (without further approvals) on behalf of each entity under the Consumer Data Right policy.

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Things you should know

  • 1 Users must also have View access to accounts

    2 Administrator will need to submit a Maintenance Request to assign this role

    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 CommBiz Terms and Conditions.