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…
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…
What is a beneficiary set?
A beneficiary set is a group of beneficiaries. Sets can be set up so that beneficiary details can be more easily managed.
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…
How do I add a new corporate user?
Log in to Online Banking Click Add Corporate User Enter the basic details required Click the Services button and assign the required services to the user Click…
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,…
What should I do if my organisation’s details are incorrect?
If your organisation’s details are no longer correct, please contact us and we will be happy to update them.
How can I approve changes that other system administrators have made?
In order to approve changes made by other administrators (e.g such creating/amending users, creating/amending account sets, amending beneficiary details,…
How can I download a management information report?
1. Click the type of report you want to export. 2. Select the date range for which you want the report to apply. 3. Click Export Report 4. Either open…
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…