Add, update & delete CommBiz users

You'll need to enter the user's:

• Title
• First name
• Last name
• Date of birth
• Email
• Mobile number
• Delivery address (this is where we'll send their security token, if they need one). 
  

You can also add these optional fields:

• Identifier – enter a staff number or other information that could help distinguish users with the same name.
• Authorisation caps – limits how much a user can authorise in a transaction if they're set up as an Electronic Account Authoriser.

The user’s log on ID and temporary password will show on screen. Share these details with the user. We’ll also send them a SMS with the log on ID and an email with the password. For help, refer users to logging on for the first time.

You'll need to choose a Permissions mode for the user. For details, view CommBiz permissions, roles and responsibilities.

To keep things simple, we recommend using the default CommBiz Defined Roles. These include View, Create and/or Admin roles.

CommBiz Defined Roles don't overlap, so you'll need to add each role. For example, if you want to give a user access to everything, you'll need to select View, Create and/or Admin.

More complex roles

If your organisation has specific requirements, such as limiting a user’s access to certain accounts, you have two options: 

• Custom Permissions: select specific permissions for the user you're creating
• User Defined Roles: create sets of custom permissions that can be used for multiple users. To set these, go to Admin then select Roles.
• Assign Custom Permissions to select specific permissions for the user you're creating.

This allows you to limit access at an account level. For example, for each account you can:

• Choose which accounts a user can view
• Define what type of payments a user can view
• Set what type of payments a user can create

This allows you to select a subset of admin permissions for a user, such as:

• Submit maintenance requests
• Reset passwords
• Provision tokens

This allows you to set permissions relating to:

• Editing templates
• Transaction groups
• Address book
• Voucher view
• Import/export files
• Restricted access (only allowing the user to create transactions using the address book and/or templates)
• Transaction purposes (when you tag transactions into categories)
• Other advanced features, like Global Trade and Trade Advances

This allows you to limit the receivables reports the user can access. For example, you can limit access to BPAY, direct entry or merchant reporting.

If the user needs to authorise payments or needs access to the CommBiz app, select Yes.
If the user only needs to create payments or view accounts, select No.

New users will need a security token for certain tasks. These include:

• Authorising transactions
• Changing the address book
• Updating templates

To request a physical token for this user, select the Request for New Token checkbox.

If the CommBiz service is enabled for eToken, ignore this step.

This allows access to additional CommBiz permissions like Daily IQ by default. You can de-select these if you'd like.