Full details are available in Features by Geography.
- Definitions updated for ANZ Managed and User Roles to reflect enhanced Administration capabilities, where Administrators can create security device users and edit ANZ Managed user details.
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Upgrading Company Managed password only users to ANZ Managed security device users is now available for customers in Australia.
- Initial roll-out commenced in June 2026, with wider availability from August 2026.
ANZ Managed vs Company Managed users
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ANZ Managed users are created by ANZ or Administrators and have a security device.
Administrators can assign Customer managed roles to these users and modify user details. -
Company Managed users are created by Administrators and log in with a password only.
This type of user is only available in Australia and New Zealand.
In ANZ Transactive Global, Customer Administrators can determine if users in the organisation are ANZ Managed or Company Managed.
- Click Administration > User Management, and then choose from the following options:
- Click View > Managed By on the Control Bar to filter grid by ANZ Managed or Company Managed, or
- Click a user from the grid to view the user details including Managed by either ANZ or Company
To learn more, visit User Management screen.
User Roles
Users are assigned one or more of the following role types:
| PRODUCT FAMILY | ROLE | JURISDICTION AVAILABILITY |
|---|---|---|
| Administration | Customer Admin | AU, HK, IN, NZ, PH, SG |
| Division Admin | AU, NZ | |
Admin Reporting |
HK, IN, PH, SG, VN |
|
Service Request - Approve Channel (Service Requests Version 2.0) |
AU, NZ | |
Service Request - Approve Account (Service Requests Version 2.0) |
AU, NZ | |
Cash Management |
Service Request - Transact (Service Requests Version 1.0) |
AU, NZ |
Service Request - Appoint (Service Requests Version 1.0) |
AU, NZ | |
Service Request - Authorised Person (Service Requests Version 1.0) |
AU, NZ | |
Commercial Cards |
Authorised Signatory |
AU, NZ |
Authorised Signatory + Identification Officer |
AU, NZ | |
Identification Officer |
AU, NZ | |
User Administration |
AU, NZ | |
FX Services |
Create FX Contracts |
AU, NZ |
Manage FX Contracts |
AU, NZ | |
Create & Manage FX Contracts |
AU, NZ |
| PRODUCT FAMILY | ROLE | JURISDICTION AVAILABILITY |
|---|---|---|
| Cash Management | All Entitlements | AU, HK, IN, NZ, PH, SG, VN |
| Approve | AU, HK, IN, NZ, PH, SG, VN | |
| Create | AU, HK, IN, NZ, PH, SG, VN | |
| Create & Approve (Not Own) | AU, HK, IN, NZ, PH, SG, VN | |
| Reporting | AU, HK, IN, NZ, PH, SG, VN | |
| Service Request - Create (Service Requests Version 1.0) | AU, NZ | |
| Service Request - View (Service Requests Version 1.0) | AU, NZ | |
Commercial Cards |
Reporting Officer | AU, NZ |
| Authorised to Enquire | AU, NZ | |
Clearing Services |
Reporting | AU, NZ |
| Reporting & Enquiries | AU, NZ | |
Fees and Charges |
Fees | AU |
| FX Services | View FX Contracts | AU, NZ |
| Institutional Insights | All Institutional Insights | AU |
| Strategic Insights | AU | |
| Loans | Loan Reporting | AU |
User Identity Verification
- User identity verification is completed in accordance with in-country Know Your Customer (KYC) requirements.
- Administrators must complete KYC requirements for each geography you operate in.
Users who are entitled to an ANZ managed system role, or perform any of the following functions, must have their identity verified and require a security device:
- 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 for cross-currency transfers and international payments.
We recommend that all users use a security device for added security when accessing ANZ Transactive Global.