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)
  4. Fill in the Individual Details for the new user you’re adding. Make sure the information matches their identity documents.

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 overwritten. 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.

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.

  • If your organisation has complex requirements, you can assign a User Defined Role (a custom permission level you can create) or assign Custom Permissions.

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.

Identification

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.

Other

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

Save advice

  • If you haven't requested identification the user's login ID and temporary password will be displayed on screen. You'll need to provide these to the user so they can log into CommBiz
  • If you have requested identification the user's login ID and temporary password will be mailed to them

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

Complete user identification (if you selected Yes in the Identification tab)

1.    Print and complete the User Identification Form

  • Only complete Part A (Verifying Officer) if your organisation has appointed a verifying officer to act as an agent of CommBank (generally large corporations only)
  • Ask the user to sign Part B
  • Ask your organisation(s)’ representatives to sign Part C.

2.    If the user has supplied a CommBank account number in Part B of the User Identification Form, this will appear in the Reference account field. 

a.     Yes – Go to Step 6.

b.    No – Download and complete the Certified Copies Form. Ask the user to complete the Certified Copies Form and attach certified copies of their identification document(s).

3.    Send the User Identification Form and Certified Copies Form (if applicable) to the email or the postal address on the User Identification Form.

Once we receive both forms, we'll complete a manual identification check.

Transaction permissions - giving your new user authorisation

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

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

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