Managing CommBiz users

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 - see CommBiz permissions, roles and responsibilities.

To keep things simple, we recommend using the default CommBiz Defined Roles: View, Create 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.
• 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.
• Find out more about how to complete the CommBiz identification online and how to complete the CommBiz user identification and the certified copies ID form.

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.

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