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.
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 organization's accounts and information.
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 organization's accounts and information.
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, see Administration Roles under User Permissions.
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. Company Administrators can perform various tasks including:
- User Access Management: Create Company Managed users. Manage user access including password resets, edit user profiles, and enable, disable and delete user access.
- User Permissions: Manage User Permissions by defining the system roles and permissions to accounts, reports and other features.
- Custom Roles: Create and manage custom roles* specific to your organisation's requirements.
- 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: Create Confidential Data Groups*
- Service Requests: Create and manage Digital Channels Service Requests^
* Not available for Administrators who have Commercial Cards roles only.
^Only available if your organisation is enabled for Service Requests.
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.