What's this guide for?

Learn to add, edit and remove new users and their permissions.

Why you'd do this

To give others the ability to view, create and authorise payments.

What you'll need

  • Administrator permissions

Creating a new user profile

  1. Log on to CommBiz
  2. Go to Admin > Users
  3. Click Create user (bottom right of the page)

Individual details

Complete all required details about the new user, including title, first name, last name, date of birth, email address, mobile number and security token delivery address.

The user’s Login ID and temporary password will be displayed on screen for you to give to the user. We’ll also email the password to the user and SMS the Login ID.

The user can refer to logging on for the first time if they need more help.

Tips: Optional individual details

  • Identifier - organisations like to use this for the user's staff number or other information to differentiate users, for example if two users have the same name.
  • Authorisation caps - sets a limit on how much a user can authorise. If you'd like the user to be able to authorise transactions, you'll need to give them authorisation permissions by adding them to an Electronic Account Authority.

Permissions Mode

Choose a Permissions Mode for the user. To keep things simple, we recommend using the default CommBiz Defined Roles: ViewCreate and/or Admin. These are described on screen.

CommBiz Defined Roles don't overlap, so add all the roles applicable for the new user, e.g. to give a user access to everything, select ViewCreate and Admin roles.

Tips: More complex roles

  • If your organisation has complex requirements, e.g. to limit a user’s access to certain accounts, you can choose a User Defined Role or Custom Permissions.
  • User Defined Roles are sets of custom permissions that can be shared across multiple users. Go to Admin > Roles if you need to set these up.
  • Assign Custom Permissions to select specific permissions for the user you are creating.

Identification

  • Select Yes if the user will be authorising transactions or needs access to the CommBiz Mobile app
  • Select No if the user only needs to view accounts

Security Token

If the new user will be authorising transactions or updating the address book or templates, they'll need a security token. Tick the Request for New Token box to request one.

Other

Access to additional CommBiz permissions e.g. Daily IQ, will be selected by default. You can untick these if necessary.

Once you've completed these steps, click Next.

Transaction permissions - make your new user an authoriser

New users – even those with Admin permissions – cannot authorise transactions by default.

If you'd like the user to be able to authorise transactions, you'll need to give them authorisation permissions by adding them to an Electronic Account Authority.

Complete user identification (if you requested an ID check)

When the user logs on for the first time they’ll complete their ID check:

  • If they're an existing CommBank customer, we’ll verify them instantly using their NetBank details
  • If they don’t have NetBank or don’t bank with us, a paper-based identification check will be required. We'll give them instructions to download and submit the form when they log on for the first time.

Editing a user

  1. Log on to CommBiz, and navigate to Admin > Users
  2. Click the Edit button next to the name of the user you'd like to update
  3. Update the required details on each tab and click Save
  4. Click Confirm

If you'd like the user to be able to authorise transactions, you'll need to give them authorisation permissions by adding them to an Electronic Account Authority.

Removing a user

Are you removing a user who can authorise transactions? If so, first you'll need to remove them from all Electronic Account Authorities.

Once you've done this:

  1. Log onto CommBiz, and navigate to Admin > Users
  2. Check the box to the left of the user's name
  3. Click Delete (at the bottom left of the page) > Confirm

Tip: Consider suspending a user's access for at least 15 months before deleting them, so you can view their past CommBiz activity. When you remove a user, their name will no longer appear on past transactions, and any address book entries or templates they created will be deleted.

How to suspend a user

  1. Log on to CommBiz, and select Admin > Users
  2. Check the box to the left of the user’s name
  3. Click Suspend (at the bottom of the page) > Confirm

Choosing custom permissions

If you select Custom Permissions in the Permissions Mode tab in a user’s profile, or you’re editing a User Defined Role (via Admin > Roles), you can choose from a number of custom permissions.

Accounts

Allows you to limit access at an account level e.g. defining which accounts the user can view, and what type of payments they can view or create on each account.

Admin

Allows you to select a subset of admin permissions for a user e.g. Submit maintenance requests, reset passwords or provision tokens

Transactions

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, e.g. Global Trade, Trade Advances

Receivables Reports

Allows you to limit what receivables reports a user can access e.g. BPAY, Direct Entry and merchant reporting.

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.