Business Online user roles.
A quick guide to Administrator, Authoriser and Creator/Viewer roles in Business Online, and how to set them up.
How to add a new Administrator
You nominate Administrators when you register. To add a new Administrator, you need to complete a Business Online User form.
Single or dual administration rule
You can select a single or dual administration option. We recommend that if your Business Online authorisation rule is "Two to Authorise"; your administration rule should be Dual Administration for added security.
Dual Administration requires a second administrator to authorise the following changes to user access to Business Online:
- Issuing passwords
- Assigning access rights and transaction limits
- Editing users details and access
- Creating new Creator/Viewer users
- Deleting users who have left the company.
We strongly recommend that at least one Administrator is the account owner e.g. Director, Trustee, Elected Official.
Creator/Viewers can view account balances and transactions, and create a payment. They cannot authorise a payment.
Creator/Viewers are set up by Administrators within Business Online. Administrators also control what accounts and functions they can access.