Administrator Responsibilities

Geography: This article is applicable for ANZ Transactive – Global customers banking in Australia, Hong Kong, India, New Zealand, the Philippines, Singapore and Vietnam.
Full details are available in Features by Geography.

ANZ advises Administrators to regularly review user access to ANZ Transactive – Global. This includes managing inactive users. Administrators can get detailed user information from the User Management Screen or by generating a User Report.
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.

Administrators help manage your organisation’s ANZ Transactive – Global users and system settings. The tasks an Administrator can complete depend on the type of role they have been assigned.

The four Administrator roles define what each role can do and how they help manage your organisation’s users and accounts.

Refer to our Administrator Checklist for a practical guide outlining key activities and responsibilities.

Things you need to know

All Administrators need to meet a few requirements:

Administrators must complete Know Your Customer (KYC) requirements for each geography you operate in
All users with an Administration role need to log in with a security device to perform administration tasks
ANZ assigns Administration roles, and the user must be ANZ Managed.
If your organisation uses both Cash Management and Commercial Cards, you’ll need:
- one Cash Management Administration role, and
- one Commercial Cards Administration role
  to manage all users across both product sets.
Commercial Cards User Administrators can only manage Commercial Cards users with the same or lower Billing Entity entitlements

For more detail on what each Administrator can do, see below.

Administrator role descriptions

To learn more, please refer to User Permissions.

ROLE & PRODUCT FAMILY	DESCRIPTION
Customer Administrator - Customer Administration	The Customer Administrator is the primary Administrator for your organisation. This role has the broadest access and can fully manage users, accounts and permissions across the digital banking platform. Customer Administrator can: Create and update users Manage user permissions Assign roles Manage account access Adjust settings Download reports This role suits someone with responsibility for the overall user setup and ongoing maintenance.
Division Administrator - Customer Administration	A Division Administrator manages users within a specific division or business area of your organisation. They can perform most day‑to‑day admin tasks but have limited access to role management. Division Administrator can: Create and update users within their division Manage user permissions View role access (but not edit it) View account management settings View other settings Download reports This role suits organisations with multiple business units or departments.
Authorised Signatory - Commercial Cards* (Australia and New Zealand only)	The Authorised Signatory manages Commercial Cards users, usually tied to a Billing Entity or card program. Their responsibilities focus on managing cardholder access and reviewing card‑related information. Authorised Signatories can: Create and manage Commercial Cards users Manage user access to card information Download reports They cannot edit account settings or other administrative controls.
User Administrator - Commercial Cards* (Australia and New Zealand only)	A User Administrator is a Commercial Cards‑only admin role with restricted permissions. They support the maintenance of cardholder details. User Administrators can: Create and update users for Commercial Cards Manage user details Download reports They cannot manage roles, accounts or system settings.

*To learn more, please refer to Commercial Cards Roles.

Administration Tasks

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.

You may find these helpful