What this guide's for

Learn how to give permission to users to make transactions with a market rate loan.

Why you'd do this

To allow users to authorise a draw down on the arrangement.

What you'll need

  • Administrator permission
  • Details of the user you'd like to add

How to create a new electronic facility authority

Step 1

  • Log on and go to Admin then Maintenance requests
  • Click Add an electronic facility authority from the left-hand menu and use the drop down menu to select the Market Rate Loan you'd like to add the authority to. Click Next.

 

The view arrangement page under Admin in CommBiz that shows a drop down list of arrangements for the service.

Step 2

  • Choose the arrangement holder type from the drop down menu and click Next

 

The select arrangement holder type page under Admin that shows the type of arrangement holders in a drop down menu.

Step 3

  • Choose No on the next page if you'd like to create a new electronic facility authority for the arrangement
  • From the next page, choose Yes to add a new authoriser
  • Here are some instructions to add an existing electronic facility authority

 

The copy an existing electronic facility authority page in CommBiz that lets you choose how you'd like to give authority to arrangements.

Step 4

  • Choose who you'd like to make an authoriser from the drop down menu and click Next
  • From the next page, complete and check the authoriser's information. If they don't have a CBA account, you'll need to send us a signed certified copies form
  • Check all the information. Click Next

 

The select an existing user page in CommBiz that lets you choose who will authorise transactions on the arrangement you've added.

Step 5

  • See all authorisers on the Arrangement authorisers page. To add more, click Yes and Next
  • Confirm everything you've done from the next page

 

The arrangement authorisers page which summarises users you have chosen to authorise transactions

Step 6

  • Print forms from the confirmation page, sign them and send to us via email at bankfeed@cba.com.au or post:

CommBiz Client Maintenance

Level 1, 31 Birnie Avenue

Lidcombe NSW 2148

  • Tick the box confirming you've saved or printed the maintenance request forms and click OK
The maintenance request status list page gives you confirmation of your request and further details as well as a link to download authority forms.

How to copy an existing electronic facility authority

Step 1

  • Go to Admin then Maintenance Requests
  • Find Add an electronic facility authority, then use the drop down menu to choose the arrangement you would like to give authority to. Click Next
  • From the next page, choose the arrangement holder type, then Next

 

The select view arrangement page to give authority to chosen arrangements.

Step 2

  • To copy an existing electronic facility authority from another arrangement, choose Yes. Click Next
  • From the next page, choose an existing arrangement to copy the authority from and click Next

 

The copy an existing electronic facility authority page in CommBiz that lets you choose how you'd like to give authority to arrangements.

Step 3

  • The authorisers you'll copy over will be displayed. Delete or add new ones from here and click Next

Important things to know:

  • Adding or removing authorisers won't change the electronic facility authority you're copying over.  

 

The arrangement authorisers page which summarises users you have chosen to authorise transactions.

Step 4

  • After you've confirmed details on the confirmation page, print the forms you need , sign them and send to us via email at bankfeed@cba.com.au or post:

CommBiz Client Maintenance

Level 1, 31 Birnie Avenue

Lidcombe NSW 2148

  • Confirm you've saved or printed the maintenance request forms and click OK
The maintenance request status list page gives you confirmation of your request and further details as well as a link to download authority forms

Editing an electronic facility authority

Step 1

  • Go to Admin then Maintenance Requests, then Edit an electronic facility authority
  • Click Edit next to the arrangement you'll edit
  • You can edit more than one arrangement at a time if they're the same kind and same holder type. Choose the arrangements to edit and go to Define authority
The arrangement summary page which shows all arrangements you've added.

Step 2

  • Add, edit or remove authorisers for the arrangement(s) and click Apply authority
  • You'll then be taken back to the Arrangement summary pageClick Next.
The arrangement authorisers page which summarises users you have chosen to authorise transactions.

Step 3

  • Details of the arrangement and edited list of authorisers will appear. You can modify details with the button or click Confirm
The arrangement authorisers page which summarises users you have chosen to authorise transactions.

Step 4

  • Print forms from the confirmation page, sign them and send to us via email at bankfeed@cba.com.au or post

CommBiz Client Maintenance

Level 1, 31 Birnie Avenue

Lidcombe NSW 2148

  • Tick the box confirming that you've saved or printed the Maintenance Request forms and click OK.
Confirmation page for the request to edit an electronic facility authority.

Things you should know

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.