Creating a new user profile

To give another person access to CommBiz, you'll need to create a separate user profile for them.
  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 and security token delivery address.

We recommend providing a mobile number so we can SMS them their Login ID.

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 it’s lower than other authorisation limits, they’ll be overridden. For example, if an account's Electronic Account Authority allows a user to authorise up to $500, but you set the individual user's Authorisation Cap to $100, the individual user will only be able to authorise $100.

Permissions Mode

Choose a Permissions Mode for your 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 View, Create 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.
  • Or choose Assign Custom Permissions to select specific permissions for the user you are creating.

Accounts, admin, transactions and receivables report

These tabs only appear where you have selected Custom Permissions. You'll skip them if you choose a CommBiz or User Defined Role.

See Choosing custom permissions (below) for more details.


Choose if you need us to identify the new user:

  • 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

If you’ve selected Admin permissions, we need to identify the user, so this question won’t be displayed.

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.

If you’ve assigned the new user admin permission, skip this step as the request for a security token is automatic.


Access to other CommBiz services, for example Daily IQ, will be selected by default. You can untick these if necessary.

Save advice

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 (if you provided a mobile number).

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


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’ve been identified by CommBank before, we’ll verify them instantly using their NetBank details
  • If they don’t have NetBank or don’t bank with us yet, a paper-based identification check will be required. We’ll send you an email with instructions on how to download and submit the form..

Transaction permissions - make your new user an authoriser

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

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

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

See Creating a user profile (above) for an explanation of each tab. 

Note: you cannot change transaction authorisation permissions in user settings. To do this, you'll need to update your Electronic Account Authorities.

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.


Allows you to limit access on 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.


Allows you to limit access to view and change Admin settings. 


Allows you to set permissions relating to:

  • Editing templates
  • Maintaining your address book
  • Restricted Access (only allowing the user to create transactions using the address book and/or templates)
  • Transaction Purposes (when you tag transactions into categories)
  • Voucher and cheque images
  • File import/export
  • 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. Commonwealth Bank of Australia ABN 48 123 123 1234. Call 13 2221 or view our terms and conditions