How do I create a new user in Westpac One Business?- Help

Create a viewer or creator.

You create a new viewer or creator by adding a user or copying an existing user.

If you add a user, you’ll need to fill in all their details.
If you copy an existing user with viewer or creator roles, the new user will have the same roles, transaction types, limits, and permissions. You will be able to change any of these.
If you copy an existing approver or admin, you’ll need to fill in all the new user's details, including user roles and permissions.

Go to Manage, then select Users.
Ether:
- Select Add user
- Find the user you want to copy, then select Copy user.
Fill in the user details and roles.
If the user has the creator role, set their transaction types and limits.
Select Save, then:
- For single-admin orgs, select Save to create the new user and see their username and temporary password.
- For dual-admin orgs, an approval request is sent to the second administrator. When the approve the new user, they will see username and temporary password. It is the second administrator who must send these details to the new user.

Important: You must copy the username and temporary password before you leave the page where it is displayed. They won’t be shown again if you close the window or move to a different page.

Create an administrator or approver.

Please complete a Westpac One Business Change Request Form to create a new administrator or approver.

We’ll need to verify ID for any new administrator or approver we create for this. The customer can:

Bring their acceptable form of ID to any Westpac branch
Have their ID certified by a trusted referee.

How do I create a new user in Westpac One Business?

Create a viewer or creator.

Create an administrator or approver.

Video: How to create a new user.