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Card Roles

Geography: This article is applicable for ANZ Transactive Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.

About Cards Roles

To help manage your Card requirements, users and cardholder entitlements, your organisation will appoint Card administrators. These administrators can add or remove some user permissions or manage Card related Service Requests. Roles that require a security device require a form to be submitted to ANZ for access.
Only one Cards role can be assigned to a user.

Cards User Administration

The following Cards User Administration role is available:

ADMINISTRATION ROLE ROLE DESCRIPTION VIEW MENU REQUEST USER PERMISSION
User Administrator*
  • Create and manage Company Managed Cards users
  • Assign Reporting Officer and Authorised to Enquire roles
  • Cards reporting for reconciliation purposes.
 Administration

Australia:
Complete the ANZ Account & Channel Self-Service Form - Australia Only (PDF) to provision the Cards role.

 

New Zealand:
Contact your ANZ representative to help provision the Cards role.

Cards Roles

The following Cards roles are available:

CARDS ROLES ROLE DESCRIPTION VIEW MENU(S) REQUEST USER PERMISSION
Authorised Signatory*†
  • Create and manage Cards users
  • Create, view, edit, delete and resubmit Cards Service Requests
  • Approve and reject Cards Service Requests
  • Cards reporting for reconciliation purposes.
 Administration and Cards

Australia:
Complete the ANZ Charge Card Maintenance Form (PDF) to provision the Cards role.

 

New Zealand:
Contact your ANZ representative to help provision the Cards role.
Authorised Signatory & Identification Officer*†
  • Create and manage Cards users
  • Create, view, edit, delete and resubmit Cards Service Requests
  • Approve and reject Cards Service Requests
  • Verify the identity of new cardholder requests
  • Cards reporting for reconciliation purposes.
 Administration and Cards

Australia: Complete the ANZ Charge Card Maintenance Form (PDF) to provision the Cards role.

 

New Zealand:
Contact your ANZ representative to help provision the Cards role.
Identification Officer
  • View Service Requests
  • Verify the identity of new cardholder requests.
 Cards

Australia:
Complete the ANZ Charge Card Maintenance Form (PDF) to provision the Cards role.

 

New Zealand:
Contact your ANZ representative to help provision the Cards role.
Reporting Officer
  • Cards reporting for reconciliation purposes
  • View Billing Entities.
 Cards Company administrators with User Administrator access can assign the Card roles to a user.
Authorised to Enquire
  • Create, view, edit, delete and resubmit Cards Service Requests
  • Cards reporting for reconciliation purposes.
 Cards Company administrators with User Administrator access can assign the Card roles to a user.

*Cards roles require a security device.
†An Authorised Signatory can only view and manage users with the same or fewer (of the same) billing accounts they can access.

For more information, please refer to User Permissions.

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