Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.
Full details are available in Features by Geography.
While creating a new Company Managed user, ANZ recommends regularly reviewing existing user access via the User Management Screen and disabling or deleting any inactive users. This will assist in safeguarding your organisation’s accounts and information by reducing the risk of unauthorised access.
Company Administrators must complete Know Your Customer (KYC) requirements for each geography you operate in, and log in with a security device to perform administration tasks. For more information on Administration Roles, please refer to User Permissions.
About Create User
Creating a new user
Eligible Company Administrators can create a new Company Managed user to access and perform tasks within ANZ Transactive - Global. The user profile will include information such as user details, user roles, permission settings, and if applicable, the authorisation group when authorisation panels are required.Rules for Creating a user
- Email Address - Use the user's email address instead of a group mailbox so each individual user receives scheduled reports and notifications directly.
- User ID - When creating a user ID, avoid using spaces; allows up to 60 alphanumeric characters; must be unique and user ID is not case-sensitive but will convert to all capitals/uppercase in the screen.
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Phone Number - Landline phone numbers are not acceptable.
- For Australian mobile numbers, do not enter the leading zero.
Creating a security device user
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Security device approvers must have their Know Your Customer (KYC) information registered with ANZ to approve payments, direct debits, and to create and manage Commercial Cards Service Requests. For further details, see Digital Services Security Features.
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Australia & New Zealand: To create an ANZ Managed user with a security device, please navigate to Digital Channels Service Requests and select "Add User." For creating an ANZ Managed user with a security device specifically for a Commercial Cards role, refer to the Commercial Cards Roles article.
- Service Requests Permission Settings are available only if you are using Version 2.0 of Service Requests. Unsure about your version? Click here to find out more.
- Asia (excluding China) - coming soon: To create an ANZ Managed user with a security device, please complete the ANZ Transactive Global Application - Self Service Form and submit to ANZ.
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Australia & New Zealand: To create an ANZ Managed user with a security device, please navigate to Digital Channels Service Requests and select "Add User." For creating an ANZ Managed user with a security device specifically for a Commercial Cards role, refer to the Commercial Cards Roles article.
Create User screens
User Management screen
User Management - profile screen
Permissions screen
Click the Role Details icon from User Permissions grid.Division and Payments
Confidential Data Group and Payment Purpose
Approval Discretions (Payments)
Balance & Transaction Reporting
Receivables
Approval Discretions (Receivables)
Select a Role screen
Click Add Permissions to view the Roles available.Create a new user
There are multiple ways you can create a new Company Managed user. Choose from the following options:
- Click Administration > Create User menu or,
- Click Administration > User Management menu, then click New on the Control Bar.
To create a new user, follow the steps below:
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1 | Click Administration > Create User menu, or Click Administration > User Management menu > New. |
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2 | Enter user's First Name. | ||||||||||||||||||||||||||||||||||||||||||||||
3 | Enter user's Last Name. | ||||||||||||||||||||||||||||||||||||||||||||||
4 | If required, enter user's Preferred Name. | ||||||||||||||||||||||||||||||||||||||||||||||
5 | Enter user's Email Address to receive scheduled reports and notifications once enabled by the user in User Settings. | ||||||||||||||||||||||||||||||||||||||||||||||
6 | If required, edit User ID prepopulated once the user's first and last name is entered. | ||||||||||||||||||||||||||||||||||||||||||||||
7 | Select user's Address or Add New Address, excluding PO Box addresses. | ||||||||||||||||||||||||||||||||||||||||||||||
8 | If required, enter Mobile Phone Number including Country or Region Code. | ||||||||||||||||||||||||||||||||||||||||||||||
9 | Add User Permissions
Where multiple roles set conflicting approval discretion values for a payment type, the lowest approval discretion value will apply. For more information, please refer to User Permissions.
Copy Permissions from Another User
Add Permissions
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10 | If required, add Panel Authorisation Group for users with approval permissions. Choose from A-J, as per Authorisation Panel set-up. | ||||||||||||||||||||||||||||||||||||||||||||||
11 | Click Submit.
RESULT: The result will be dependent on your organisation's Administration Model:
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Errors and Alerts
Error and alert messages such as 'fields validations' display information about the impacted field(s) and highlights the field(s) in red. You can update the information within the impacted field(s) and continue processing.