Help & support
Learn to add, edit and remove new users and their permissions.
To give others the ability to view, create and authorise payments.
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
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 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.
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.
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.
When the user logs on for the first time they’ll complete their ID check:
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:
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.
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 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.
Allows you to select a subset of admin permissions for a user e.g. Submit maintenance requests, reset passwords or provision tokens
Allows you to set permissions relating to:
Allows you to limit what receivables reports a user can access e.g. BPAY, Direct Entry and merchant reporting.
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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.