User Management allows Administrators in your organisation to view and manage users who have access to ANZ Transactive – Global.
- Right-click on a row to display the Context Menu where you can select the following actions: View, Edit, Delete, Disable, Enable, Approve, Reject, Generate Password, View Audit History or generate a Audit Report, User Activity Report, User Details Report or User Summary Report
- Click on a row to view the User Details screen
- View User Workflow Statuses here
Control Bar
CONTROL BAR ITEM | DESCRIPTION |
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View | Change the View if you are looking for a user in a particular:
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New | Click New to create a user. |
Approve | Approve an action made to a user. |
Generate Password | Generate a password for a user. |
Reports | Click Reports to request an Audit Report, User Activity Report, User Details Report, or User Summary Report for one or more selected users. |
Actions | Use the Actions menu to perform an action on a selected user: View, Edit, Delete, Disable, Enable, Approve, Reject, Generate Password or View Audit History. |
Group | Group data on the screen by predefined criteria. |
Filter | Filter data on the screen. Enter criteria into one or more text boxes that are under each column heading to display matching records. |
Export | Export the records on screen into a CSV file. |
Refresh | Refresh the records on screen. |
Settings | Use Settings to save the View and Group selected. |
Columns
For information on how to customise grids, click here.
If you cannot see the below columns, right-click any column heading and click Reset Grid Columns.
COLUMN | DESCRIPTION |
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User ID | The unique ID assigned to the user. |
First Name | The user's first name. |
Last Name | The user's surname or family name. |
Preferred Name | The user's preferred name. |
User Credentials | A user’s credentials. This can be Password or Security Device and Password or Security Device. |
User Status | The current status of the user. Refer to User Statuses for more details. |
Workflow | The last action performed on the user by an Administrator. Refer to User Workflow Statuses for more details. |
Country or Region | The country of the user's address. |
User Details
To view user details from the User Management screen, select a user in the list. The User Details screen groups a user’s information into the following categories:
User Summary

FIELD | DESCRIPTION |
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User ID | The User ID used by the user to log into ANZ Transactive – Global. |
Status | The current status of the user. Refer to the User Status article for a description of each User Status. |
Workflow | The last action performed on the user by an Administrator. Refer to the User Status article for a description of each Workflow. |
User Credentials | Details what type of user credentials are assigned to the user, e.g. Password, Security Device & Password, Security Device.
Click to determine the Security Device type, e.g. Soft Token, Digipass Token |
Managed By | Displays ‘Company Managed’ if the user is Company Managed or ‘ANZ Managed’ if the user is ANZ Managed. |
User Details

FIELD | DESCRIPTION |
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First Name | The user’s first name. |
Last Name | The user’s surname or family name. |
Preferred Name | The user’s preferred name. |
Email Address | The user’s registered email address. |
User ID | The unique ID assigned to the user. |
Address | The user’s registered address. |
Mobile Number | The user’s registered country calling code and mobile phone number. |
User Permissions (Roles and Permission Settings)

FIELD | DESCRIPTION |
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Role Name | The role assigned to the user, e.g. All Entitlements, Reporting Officer. |
Role Description | A description of the role. |
Product Family | The product family of the role: Cash Management, Customer Administration, Commercial Cards, Loans, Clearing Services, FX Contracts or FX Overlay. |
Division | The Division that the role, product family and resources are registered to. |
Role Type | The type of role. This can be System (managed by ANZ) or Custom (self-managed). |
Permission Settings | Click the Settings icon to view Permission Settings which specify the attributes a user is entitled to while performing a task. An "attribute" is an account, loan, term deposit, billing entity, Confidential Data Group, approval discretion, payment purpose (standard or payroll) or contract. For more information on roles and permission settings, click here. |
Authorisation Group

This is only visible if the user has authorise permissions for payments and/or direct debit requests.
User Details Control Bar
The control bar items displayed are determined by the workflow status of the user.
CONTROL BAR ITEM | DESCRIPTION |
---|---|
Edit | Edit a user's details (Company Managed only), roles, permission settings and Authorisation Group. |
Approve | Approve changes to a user who is in a Pending Approval Workflow Status. |
Reject | Reject changes to a user who is in a Pending Approval Workflow Status. |
Delete | Delete a user. |
Disable | Disable a user. |
Enable | Enable a user who has a Disabled User Status. |
Generate Password | Generate a password for a user. |
View Audit History | Displays a View Audit History pop-up window that shows the actions performed on a user by an Administrator or ANZ. Click on the action hyperlinks to view event history information.
![]() If you need the information in a CSV or PDF format, generate an Audit History Report.
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Reports | Click Reports to request an Audit Report, User Activity Report, User Details Report, or User Summary Report. |
Close | Close the User Details screen and return to the User Management screen. |