ANZ Managed vs Company Managed Users

About ANZ Managed vs Company Managed Users

ANZ Managed users are created by ANZ. A security device is considered mandatory for users who require permissions to the following functions:

• Full access users who perform administration tasks, i.e. are setup as a Company Administrator.
• View accounts or term deposits domiciled in Hong Kong, India, Indonesia, the Philippines, Singapore, Taiwan, and Vietnam.
• All payments and direct debit approvers in Hong Kong, India, Indonesia, the Philippines, Singapore, Taiwan and Vietnam.
• Final payment and direct debit approvers in Australia and New Zealand.
• Get rate users for cross-currency transfers and international payments.
• Service Request approvers.

We recommend that all users use a security device for added security when accessing ANZ Transactive – Global.

eKYC Pilot customers can now create ANZ Managed users in the Create User menu. This functionality will become available to all Australian customers in the coming months. 

Company Managed users are created and managed solely by your organisation administrators and can perform various tasks depending on the role that is assigned to the company managed user. As company managed users can only log in using a password, there are restrictions on what functions these users can perform.

Create an ANZ Managed user

To create an ANZ Managed user:

• Australia & New Zealand: Please refer to the Service Requests menu and click Digital Channels Service Requests or contact your ANZ representative.
• Australia (eKYC Pilot customers only): Please refer to Create User to create an ANZ Managed user, or to Manage User to upgrade an existing Company Managed user to ANZ Managed. 
• Hong Kong, India, Philippines, Singapore & Vietnam: Please complete the ANZ Transactive – Global Application - Self Service Form and submit to ANZ or contact your ANZ representative.

Manage an ANZ Managed user

• To add, edit or delete a Company Managed role for a user, refer to Edit User.

  ANZ Managed vs Company Managed Roles

  • ANZ Managed Roles are assigned by ANZ
  • Company Managed Roles are assigned by Administrators

  PRODUCT FAMILY	GEOGRAPHY	ANZ MANAGED	COMPANY MANAGED
  Administration	All	Customer Admin Customer Administration will not be able to view or manage and users with a Commercial Cards role. Admin Reporting (not available in Australia and New Zealand)
  	Australia, New Zealand	Division Admin
  Cash Management	All		Payments, Receivables, Reporting: All Entitlements Approve Reporting Create & Approve (Not Own) Create View only Custom roles created by Customer Administrations
  	Australia, New Zealand	Service Requests (Version 1.0): Service Request - Transact Service Request - Appoint Service Request - Authorised Person Service Requests (Version 2.0): Service Request - Approve Account  Service Request - Approve Channel	Service Requests (Version 1.0): Service Request - Create Service Request - View
  Commercial Cards	Australia,  New Zealand	Authorised Signatory Authorised Signatory + Identification Officer Identification Officer User Administration Limitations Commercial Cards Authorised Signatory and User Administration roles will not be able to view or manage: Users assigned to a different Division than the Commercial Cards Administration Users that have access to more Billing Entities than they do Users that have a role from any other product family. In order to manage these users, the Commercial Cards Administration must also be assigned with a role from the  Administration Product Family.	Reporting Officer Authorised to Enquire
  Clearing Services	Australia, New Zealand		Reporting Reporting & Enquiries
  Fees & Charges	Australia		View Fees
  FX Services	Australia,  New Zealand	Create FX Contracts Manage FX Contracts Create & Manage FX Contracts	View FX Contracts
  Institutional Insights	Australia		All Institutional Insights Strategic Insights
  Loans	Australia		Loan Reporting

• To delete an ANZ Managed user, refer to Delete User.
• To disable an ANZ Managed user, refer to Disable User.
• To enable an ANZ Managed user, refer to Enable User.

Determine who is an ANZ Managed or Company Managed user

To check if a user is ANZ Managed or Company Managed, your organisation's administrators can go to the User Management screen and click View > Managed By on the Control Bar.