Full details are available in Features by Geography.
Regular reviews ensure active users have the right permissions for their roles. Disabling or deleting inactive users helps prevent unauthorised access and reduces the risk of security breaches, protecting your organisation's accounts and information.
About Company Administrator responsibilities
As an ANZ Transactive – Global Company Administrator appointed by your organisation, you have a range of responsibilities that help manage various product configurations, user access management, and system settings.
Administrator Checklist
For a practical guide outlining key activities and responsibilities for Administrators, refer to Administrator Checklist.
Company Administrators can perform various tasks including:
| TASK | DESCRIPTION |
| User Access Management |
Create Company Managed users. Manage user access including password resets, edit user profiles, and enable, disable and delete user access. Create users and password resets available in Australia and New Zealand only.
|
| User Permissions | Manage User Permissions by defining the system roles and permissions to accounts, payments, reports and other features. |
| Custom Roles | Create and manage custom roles specific to your organisation's requirements. |
| Account Management |
Change account short names displayed in the system and set account discretion limits. Account discretion limits available in Hong Kong, India, Philippines, Singapore and Vietnam only.
|
| Account Groups | Create Account Groups and assign the group to users with permissions to the selected accounts. |
| Product Configurations | Manage product settings and payment Authorisation Matrixes for each Division that you are entitled to. |
| Authorisation Panels | Create and manage Authorisation Panels for payments and direct debit requests. |
| Confidential Data Groups (Australia and New Zealand only) |
Create Confidential Data Groups. |
| Service Requests (Australia and New Zealand only) |
Create and manage Digital Channels Service Requests. |
Commercial Cards Administrators
Available in Australia and New Zealand only.
Your organisation has assigned Commercial Cards Administrators who can perform the following tasks in ANZ Transactive – Global, based on the role selected:
- Create and manage Commercial Cards users
- Create and manage Commercial Cards Service Requests
- Verify the identity of new cardholder requests
- Review reporting for reconciliation purposes.
For more information, please refer to Commercial Cards Roles.
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