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You can give your team members access to your business accounts in online banking with our default role types. These roles have a fixed set of permissions, allowing individuals access to different services within online and mobile banking.
Role types:
By appointing users to the account, you give them authority to instruct Allica on the account holder’s behalf in accordance with the following permission levels:
|
User role |
Permission level
|
|
View only |
Read only access to view transactions and data in relation to the account. |
|
Online access
|
Able to initiate and view all transactions and data in relation to the account.
|
|
Approver |
Able to initiate and view all transactions and data in relation to the account, and authorise payments.
|
|
Super User |
Full access to the account, including but not limited to initiating and viewing transactions and data, authorising payments, and adding or amending other users and their permission levels. |
|
Custom (coming soon) |
Tailored access configured to meet your unique business needs. |
The initial user, being the individual who submits the account application, will be assigned the role of ‘Super User’ and subsequent users will be assigned ‘Online access’ by default.
If the Super User would like to vary a user’s permission level, this can be done via online banking or by contacting us (via your relationship manager or calling us on 0330 094 3333). There must always be at least one ‘Super User’ in relation to the account.
Services:
|
Service |
Description
|
View Only |
Online Access |
Approver |
Super User |
|
View accounts |
Allows the user to view account information (e.g. Balances and statements) |
X |
X |
X |
X |
|
Make payments |
Allows the user to initiate or make payments, including recurring payments and direct debits, manage payees, and transfer between accounts or savings pots |
|
X |
X |
X |
|
Order new cards |
Allows the user to order new physical cards, or activate new virtual cards for current accounts |
|
X |
X |
X |
|
Approve payments |
Allows the user to approve payments initiated by another user where required on an account |
|
|
X |
X |
|
Manage account settings |
Allows the user to manage account preferences, including payment approval limits, integrations with accounting software, and providing instruction for maturing accounts |
|
|
|
X |
|
Manage users and permissions |
Allows the user to add or amend the role types and permissions of other users |
|
|
|
X |
|
Manage business details |
Allows the user to add or amend the business details held on accounts, such as registered office addresses and other contact information |
|
|
|
X |
|
Open new accounts |
Allows the user to open new business accounts (including deposits, business rewards account, and savings pots) |
|
|
|
X |
