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How do I edit a user's details and roles in Westpac One Business?

Edit user details.

You can edit a user’s email, certain roles, transactions and limits. If you want to give or return the Approver or Admin role to a user, you’ll need to fill out a Westpac One Business Change Request Form.

  1. Go to Manage, then select Users.
    Manage users screen
  2. Search for the user, then select Edit.
  3. To edit their email, go to User details and update the address in the Email field.
  4. When you're done making changes, select Save.

Edit user roles.

  1. To edit roles, go to User Roles, then:
    • Select Viewer or Creator to give that role to the user
    • Deselect either of these roles to remove it from the user.
    • If you want to give or return the Approver or Admin role to a user, you’ll need to fill out a Westpac One Business Change Request Form.
      User roles options
  2. To edit transactions and limits, go to Transactions and limits. You can:
    • Select the dropdown arrow to add a transaction type
    • Select the x next to a transaction type to remove it
    • Change the limit per payment and total daily limit.
      Transactions and limits options
  3. When you're done making changes, select Save.