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Create a new user profile

    1. Log on to CommBiz. Go to Admin then select Users
    2. Select Create user
    3. Enter the user's individual details, then select Next
    4. Complete the details in the rest of the tabs. For help doing this, go to 'How to complete a new profile'
    5. Review the details then Modify or Confirm

  • When the new user logs on for the first time, they might need to complete an ID check:

    • If they're a CommBank customer, we’ll use their NetBank details to instantly verify them
    • If they don’t have NetBank or don't bank with us, we'll need them to complete a paper-based ID check. We'll tell them how to do this when they first log on to CommBiz.

    To learn more about the ID check, view our CommBiz online identification and certified copies ID form user guides.

How to complete a new profile

You'll need to enter the user's:

  • Title
  • First name
  • Last name
  • Date of birth
  • Email
  • Mobile number
  • Delivery address (this is where we'll send their security token, if they need one). 

You can also add these optional fields:

  • Identifier – enter a staff number or other information that could help distinguish users with the same name.
  • Authorisation caps – limits how much a user can authorise in a transaction if they're set up as an Electronic Account Authoriser.

You'll need to choose a Permissions mode for the user. For details, view CommBiz permissions, roles and responsibilities.

To keep things simple, we recommend using the default CommBiz Defined Roles. These include View, Create and/or Admin roles.

CommBiz Defined Roles don't overlap, so you'll need to add each role. For example, if you want to give a user access to everything, you'll need to select View, Create and/or Admin.

More complex roles

If your organisation has specific requirements, such as limiting a user’s access to certain accounts, you have two options: 

  • Custom Permissions: select specific permissions for the user you're creating
  • User Defined Roles: create sets of custom permissions that can be used for multiple users. To set these, go to Admin then select Roles.
  • Assign Custom Permissions to select specific permissions for the user you're creating.

This allows you to limit access at an account level. For example, for each account you can:

  • Choose which accounts a user can view
  • Define what type of payments a user can view
  • Set what type of payments a user can create

This allows you to select a subset of admin permissions for a user, such as:

  • Submit maintenance requests
  • Reset passwords
  • Provision tokens

This allows you to set permissions relating to:

  • Editing templates
  • Transaction groups
  • Address book
  • Voucher view
  • Import/export files
  • Restricted access (only allowing the user to create transactions using the address book and/or templates)
  • Transaction purposes (when you tag transactions into categories)
  • Other advanced features, like Global Trade and Trade Advances

This allows you to limit the receivables reports the user can access. For example, you can limit access to BPAY, direct entry or merchant reporting.

If the user needs to authorise payments or needs access to the CommBiz app, select Yes.
If the user only needs to create payments or view accounts, select No.

New users will need a security token for certain tasks. These include:

  • Authorising transactions
  • Changing the address book
  • Updating templates

To request a physical token for this user, select the Request for New Token checkbox.

If the CommBiz service is enabled for eToken, ignore this step.

This allows access to additional CommBiz permissions like Daily IQ by default. You can de-select these if you'd like.

  • Review the details on the Confirm Save page
  • Select Modify to make any changes, or select Confirm to finish creating the new profile.

The user’s log on ID and temporary password will show on screen. Share these details with the user. We’ll also send them a SMS with the log on ID and an email with the password. For help, refer users to logging on for the first time.

Allow a new user to authorise transactions

  • New users – even if they're an Administrator – can't authorise transactions unless they're given permission.

    If you'd like the user to be able to authorise transactions, you'll need to add them as an Electronic Account Authority.

Update a user's details

    1. Log on to CommBiz. Go to Admin then select Users
    2. Select Edit beside the user you'd like to update
    3. Update the details (e.g. mobile, email, profile permissions), then select Save
    4. Select Confirm

    If you'd like the user to be able to authorise transactions, you'll need to add them as an Electronic Account Authority.

Suspend a user profile

    1. Log on to CommBiz. Go to Admin then select Users
    2. Select the checkbox beside the user’s name
    3. Select Suspend then Confirm

  • To re-activate a suspended user:

    1. Log on to CommBiz. Go to Admin then select Users
    2. Select the checkbox beside the user’s name
    3. Select Activate then Confirm

Delete a user profile

  • Before you delete a user, there are a few things to check:

    • If the user can authorise transactions, remove them from all Electronic Account Authorities first.

      Note: You’re unable to remove a user who is an authoriser by default. This helps protect your service so you don’t lose authorisers when needed.

    • Consider suspending the user before deleting them. This lets you view their past 15 months of CommBiz activity if needed. You can then delete the user profile after 15 months of inactivity.

      Note: Once you delete a user, their name no longer appears on past transactions, and any address book entries or templates they created will be deleted.

  • When you’re ready to delete the user:

    1. Log on to CommBiz
    2. Go to Admin then select Users
    3. Select the checkbox next to the user’s name
    4. Select Delete, then Confirm

Good to know

Any scheduled transactions that were authorised by a suspended or deleted user must be re-authorised.

We're here to help

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. Call 13 1998 or view the CommBiz Terms and Conditions.