Corporate User
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What services am I entitled to as a System Administrator?
To find out which services you are entitled to: Log in to Wealth Online Banking Click View User Services. Services include: Payment Deletion – ability…
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How do I amend an account set?
As a system administrator, you have the ability to amend the account sets a corporate user can see. Log in to Online Banking Click View Account Sets Select…
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How can I amend a beneficiary set?
Log in to Online Banking Click the Payments tab Click View Beneficiary Sets Change the beneficiary details you wish to amend Click Submit Enter PIN Click…
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What is a PKI number?
PKI is your unique organisation identifier. We require this number in any correspondence for security purposes.
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What services can I assign to a corporate user?
A system administrator can assign services (or entitlements) to a corporate user by amending the corporate user’s details. They can assign three…
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How can I assign primary groups to a user?
Log in to Online Banking Firstly, ensure that Account Sets and Groups have been created. Click Assign Groups to User In the unallocated groups section,…
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How do I suspend a corporate user?
Click Maintain Corporate User Details Select the user you want to suspend Click the Suspend User at the top the screen Click Confirm Enter your PIN Click…
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What management information reports are available?
There are seven different management information reports available: 1. Balances Report - Report listing each transactional…
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What is the difference between primary and secondary groups?
Primary groups should be set up for a user that uses a certain set of accounts on a daily basis. If an account set is within a user’s primary group,…
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How can I assign secondary groups to a user?
Log in to Online Banking Firstly, ensure that Account Sets and Groups have been created. Click Assign Groups to User In the unallocated groups section,…