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Manage User

Geography: This article is applicable for ANZ Transactive – Global customers banking in Australia, Hong Kong, India, Indonesia, New Zealand, the Philippines, Singapore, Taiwan and Vietnam. Customers in Indonesia and Taiwan have access limited to managing user Balance and Transaction Reporting (BTR) entitlements.
Full details are available in Features by Geography.
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. Please note that this requirement does not apply to the Reject and View functions.

Coming Soon

Creating an ANZ Managed user or upgrading a Company Managed user to ANZ Managed will be available soon.

Initial rollout will commence in June 2026, with wider activation expected from August 2026.

Company Administrators will be notified when your ANZ Transactive – Global site is going to have access to this feature.

User Profile screens

The following images are examples of the User Management grid, User profile screen and User Permission settings. Options available are based on the user's entitlements in the geographies they operate in.

User Management grid

User Management screen.png
 

User Details

User Profile screen.png
 

User Permissions settings

Division and Payments
Settings - Division and Payments.png

Confidential Data Group and Payment Purpose

Settings - Confidential and payment Purpose.png

Approval Discretions (Payments)

Settings - Approval Discretions.png

Balance & Transaction Reporting

Settings - BTR.png

Receivables

Settings - Receivables.png

Approval Discretions (Receivables)

Settings - Approval Discretions (Rec).png

About managing user profiles

User profiles in ANZ Transactive - Global are created by ANZ or Company Administrators. Company Administrators can approve, delete, disable, edit, enable, reject, and view these profiles. Managing profiles depends on your user entitlements and completion of Know Your Customer (KYC) requirements for each geography you operate in.

Company Administrators need 2-factor authentication using ANZ Digital Key (ADK) or a physical Token to perform the following actions.

Approve User

Organisations with dual or triple Administration Models are required to approve or reject actions made to a user's profile. Actions that require approval are listed below:

  • Create User (Australia and New Zealand only)
  • Edit User including user's details and user permissions
  • Generate Password (Australia and New Zealand only)
  • Enable User
  • Delete User

To approve a user profile, follow the steps below:

STEP ACTION
1 Click Administration > User Management menu.
2

Search and select the user with a pending action to be approved. Use one of the following methods:

  • Method 1: Click View > Workflow Status > Pending Approval, or
  • Method 2: Use Filter from the Control Bar and enter searchable criteria, or
  • Method 3: Sort columns by clicking the column heading to reorder column by ascending or descending order.
3

Use one of the following methods to approve the user with a pending action:

  • Method 1: Right-click on the user and click Approve on the Context Menu, or
  • Method 2: Select the user and click Actions > Approve on the Control Bar, or
  • Method 3: Click on the user in the list to display the User Details screen and then click Approve on the Control Bar.
4

Click Yes to approve the changes made to the user profile.

RESULT: The following results will be dependent on the action approved:
 

ACTION APPROVED OUTCOME
Creation of user

A 'Generate Password' pop-up window shows the user's temporary password. Provide the User ID and password to the new user, who will need to change it at their next login.
The user profile is now in an Active status and an Approved workflow status.

 

ANZ Managed users only: 

A confirmation message indicates the action was successful and that the user will now receive an email from ANZ to complete our identification verification process. Once this process is completed, the user will receive a subsequent email to activate their ANZ Transactive — Global access.

The user profile is now in an Active status and an Approved workflow status.
Modifications made to permissions A confirmation message indicates the action was successful and modifications applied to the user profile.
The user profile is now in an Approved workflow status.
Password generation A 'Generate Password' pop-up window shows the user's new temporary password. Provide the password to the user, who will need to change it at their next login.
The user profile is now in an Approved workflow status.
Enabling the user A confirmation message indicates the action was successful.
The user profile is now in an Active status and an Approved workflow status.
Deleting the user A confirmation message indicates the action was successful.
The user profile is now in a Deleted status and an Approved workflow status.
Delete User
Once a user profile has been deleted, it cannot be reversed. To reinstate the user's access, a new user profile is required. For more information, please refer to Create User.

To delete a user profile, follow the steps below:

STEP ACTION
1 Click Administration > User Management menu.
2

Search and select the user to be deleted. Use one of the following methods:

  • Method 1: Use Filter from the Control Bar and enter searchable criteria, or
  • Method 2: Sort columns by clicking the column heading to reorder column by ascending or descending order.
3

Use one of the following methods to delete the user:

  • Method 1: Right-click on the user and click Delete on the Context Menu, or
  • Method 2: Select the user and click Actions > Delete on the Control Bar, or
  • Method 3: Click on the user in the list to display the User Details screen and then click Delete on the Control Bar.
4

Click Yes.

A pre-confirmation message will appear indicating user's digital channel(s).

Select the checkbox then click Delete.

RESULT: The result will be dependent on your organisation's Administration Model:
 

ADMINISTRATION MODEL OUTCOME
One Administrator A confirmation message indicates the user profile is deleted.The user profile is now in an Approved workflow status.
Dual or triple Administrators The request will require additional approval.
The user profile is now in a Pending Approval - Delete workflow status.
The user profile will remain in the Disabled status. The user profile requires another Administrator(s) to either approve the action before the changes can be implemented or rejected.
Disable User

When you disable a user’s access, they will be unable to log into the system.
The following functions will still operate:

  • ‘In-flight’ payments and direct debit requests that the user created before they were disabled will continue to move through the payment approval and release process
  • Any payments or direct debit requests released by the user prior to being disabled will continue to be extracted and processed by ANZ systems
  • You will continue to be charged for any of these activities that result in a fee

To disable a user profile, follow the steps below:

STEP ACTION
1 Click Administration > User Management menu.
2

Search and select the user to be disabled. Use one of the following methods:

  • Method 1: Use Filter from the Control Bar and enter searchable criteria, or
  • Method 2: Sort columns by clicking the column heading to reorder column by ascending or descending order.
3

Use one of the following methods to disable the user:

  • Method 1: Right-click on the user and click Disable on the Context Menu, or
  • Method 2: Select the user and click Actions > Disable on the Control Bar, or
  • Method 3: Click on the user in the list to display the User Details screen and then click Disable on the Control Bar.
4

Click Yes.

RESULT: A confirmation message indicates the user profile is disabled.
The user profile is now in a Disabled status.
Edit User

To edit an ANZ Managed user:

If required, please also refer to Disable User and Enable User.

To check if a user is ANZ Managed or Company Managed, your organisation's administrators can:

  • Click View > Managed By on the Control Bar from the User Management menu, or
  • Click on the user from the User Management grid and refer to the Managed By field on the top right of screen. 

To edit a user profile, follow the steps below:

STEP ACTION
1 Click Administration > User Management menu.
2

Search and select the user to be edited. Use one of the following methods:

  • Method 1: Use Filter from the Control Bar and enter searchable criteria, or
  • Method 2: Sort columns by clicking the column heading to reorder column by ascending or descending order.
3

Use one of the following methods to edit the user:

  • Method 1: Right-click on the user and click Edit on the Context Menu, or
  • Method 2: Select the user and click Actions > Edit on the Control Bar, or
  • Method 3: Click on the user in the list to display the User Details screen and then click Edit on the Control Bar.
4

If required, edit the Company ManagedUser Details. Fields include:

  • First Name / Last Name / Preferred Name
  • Email Address
  • Address
  • Mobile Phone Number
5

If required, edit the user's Authentication Method by selecting ANZ Digital Key. This will trigger a request to upgrade the user from Company Managed to ANZ Managed and the user will be prompted by email to completed identity verification via eKYC.

Please note that you cannot provision a physical security token when upgrading a Company Managed user to ANZ Managed.
6

If required, edit Account/Account Groups.

Account Group Management enables your organisation to group a set of accounts together. You can then entitle the account group to one or more users. When an account group is modified, this is reflected in all users that have permissions to the account group.
For more information, refer to Create Account Group.

Click Settings from User Permissions grid for the Role Name you wish to update:

Add Account to Payments

To update accounts for a payment product, use one of the following methods to add all accounts, add selected accounts or account groups or remove accounts:

  • Method 1: Select All to add all accounts for the payment product
  • Method 2: Select Selected > Add to add selected accounts or account groups, then click OK
  • Method 3: Select None to remove all accounts for the payment product

Click Save

RESULT: The user profile is updated, pending final approval.
Add Account to Balance & Transaction Reporting

To update accounts for Balance & Transaction Reporting (BTR), use one of the following methods to add all accounts, add selected accounts or account groups or remove accounts:

  • Method 1: Select All to add all accounts for BTR
  • Method 2: Select Selected > Add to add selected accounts or account groups, then click OK
  • Method 3: Select None to remove all accounts for BTR

Click Save

RESULT: The user profile is updated, pending final approval.
Add Account to Receivables

To update accounts for a receivables product, use one of the following methods to add all accounts, add selected accounts or account groups or remove accounts:

  • Method 1: Select All to add all accounts for the receivables product
  • Method 2: Select Selected > Add to add selected accounts or account groups, then click OK
  • Method 3: Select None to remove all accounts for the receivables product

Click Save

RESULT: The user profile is updated, pending final approval.
7

If required, add Roles to a user profile.

Copy Permissions from Another User
  1. Click Copy Permissions from Another User
  2. Select another user in the Select A User pop-up window. You can search for a user by entering any part of the user's User ID, First Name or Last Name.

  3. Click Copy From User

    RESULT: A pop-up message indicates which new permissions have been added to the user or advising that the selected user’s permissions cannot be copied.

    Permissions Added pop-up.png
  4. Click OK
Please note that Customer Administrator, Division Administrator as well as certain Service Request and Commercial Cards roles can only be assigned by ANZ via a Service Request. Refer to Digital Channels Service Requests > Amend User or complete a User Security Profile Update Form. ANZ will update the user's details as per your request.
Add Permissions

  1. Click Add Permissions

    RESULT: The Select A Role pop-up window is displayed.

    Add permissions - Select a role.png

  2. Select a system or custom role to assign to the user and click Continue

    RESULT: The Permissions Settings pop-up window is displayed.
  3. If your organisation is setup with multiple Divisions, select the Division to entitle to the user

  4. Change the default Permission Settings if required and click Add Permission. For more information on the available attributes for each role, see User Permissions.

    RESULT: A confirmation message is displayed and the role is added to the User Permissions table.

    Role Permissions Added pop-up.png
  5. To assign additional roles to the user, repeat steps 1 - 4. Note that only one Commercial Cards role can be assigned to a user.
Please note that Customer Administrator, Division Administrator as well as certain Service Request and Commercial Cards roles can only be assigned by ANZ via a Service Request. Refer to Digital Channels Service Requests > Amend User or complete a User Security Profile Update Form. ANZ will update the user's details as per your request.
8

If required, edit a user's Permissions within a Role.

  • Select the Permission Settings icon for the role
  • Edit the permissions as required and click Save.
    For more information on the available attributes for each role, please refer to User Permissions.
9

If required, Remove Roles from a user profile.

  • Select the checkbox against the Role Name
  • Click Remove Permissions
10 If required, add or edit a user's Authorisation Group (A-J, R(Releaser), V(Verifier))) as per the Authorisation Panel settings.
11

Click Save.

RESULT: The result will be dependent on your organisation's Administration Model:
 

ADMINISTRATION MODEL OUTCOME
One Administrator A confirmation message indicates the user profile is updated.
The user profile is now in an Approved workflow status.
Dual or triple Administrators The request will require additional approval.
The user profile is now in a Pending Approval - Modify workflow status.
The user profile requires another Administrator(s) to either approve the action before the changes can be implemented or rejected.

 

Organisations with a Single Administration model are not eligible to create an ANZ Managed user.

 

Continue with the following steps to finalise upgrading a Company Managed user to an ANZ Managed user. 

13 Verify new user's details in the Review Details dialog box and if valid, tick the consent box and click Confirm.
14 A confirmation dialog box will appear advising "User Successfully Created". Click OK.
15 A dialog box will appear advising that once approved the new user will receive an email from ANZ to complete their verification. Company Administrators that edited and approved the user's upgrade to ANZ Managed will also be CC'd in the email sent to the user. Click Yes.
16 Once the final approver approves the new user request, a confirmation dialog box appears advising the new user will be sent an eKYC verification email. Click OK.
Enable User

To enable a user who has a Disabled User Status, follow the steps below.

STEP ACTION
1 Click Administration > User Management menu.
2

Search and select the user to be enabled. Use one of the following methods:

  • Method 1: Click View > User Status > Disabled, or
  • Method 2: Use Filter from the Control Bar and enter searchable criteria, or
  • Method 3: Sort columns by clicking the column heading to reorder column by ascending or descending order.
3

Use one of the following methods to enable the user:

  • Method 1: Right-click on the user and click Enable on the Context Menu, or
  • Method 2: Select the user and click Actions > Enable on the Control Bar, or
  • Method 3: Click on the user in the list to display the User Details screen and then click Enable on the Control Bar.
4

Click Yes.

RESULT: The result will be dependent on your organisation's Administration Model:
 

ADMINISTRATION MODEL OUTCOME
One Administrator A confirmation message indicates the user profile is enabled.
The user profile is now in an Active status and an Approved workflow status.
Dual or triple Administrators The request will require additional approval.
The user profile is now in a Pending Approval - Enable workflow status.
The user profile requires another Administrator(s) to either approve the action before the changes can be implemented or rejected.
Reject User

Organisations with dual or triple Administration Models are required to approve or reject actions made to a user's profile.
To reject a user profile, follow the steps below:

STEP ACTION
1 Click Administration > User Management menu.
2

Search and select the user to be enabled. Use one of the following methods:

  • Method 1: Click View > Workflow Status > choose any of the Pending Approval statuses, or
  • Method 2: Use Filter from the Control Bar and enter searchable criteria, or
  • Method 3: Sort columns by clicking the column heading to reorder column by ascending or descending order.
3

Use one of the following methods to reject the created or edited user:

  • Method 1: Right-click on the user and click Reject on the Context Menu, or
  • Method 2: Select the user and click Actions > Reject on the Control Bar, or
  • Method 3: Click on the user in the list to display the User Details screen and then click Reject on the Control Bar.
4

Enter your Rejection comment then click Reject.

RESULT: The following results will be dependent on the action approved:
 

ACTION APPROVED OUTCOME
Creation of user The user profile is now in a Deleted status and an Approved workflow status.
Modifications made to permissions The changes made to the user will not be implemented.
The user profile is now in an Approved workflow status.
Password generation The user status will remain unchanged.
The user profile is now in an Approved workflow status.
Enabling the user The user profile is now in a Disabled status and an Approved workflow status.
Deleting the user The user profile will remain Disabled and in an Approved workflow status.
View User

To view a user profile, follow the steps below:

STEP ACTION
1 Click Administration > User Management menu.
2

Search and select the user to be enabled. Use one of the following methods:

  • Method 1: Click View > choose from User status, Workflow status or Managed by, or
  • Method 2: Use Filter from the Control Bar and enter searchable criteria, or
  • Method 3: Sort columns by clicking the column heading to reorder column by ascending or descending order.
3

Use one of the following methods to view the user:

  • Method 1: Right-click on the user and click View on the Context Menu, or
  • Method 2: Select the user and click Actions > View on the Control Bar, or
  • Method 3: Click on the user in the list to display the User Details screen.
4

Next Steps:

  • Click Close to return to the User Management screen, or
  • Click one of the options from the Control Bar to action, e.g., Approve, Reject, Edit, Delete, Enable, Disable, Generate Password, or
  • Click View Audit History to see the date and time an action was performed to the user profile.
Errors and Alerts

Error and alert messages such as 'fields validations' display information about the impacted field(s) and highlights the field(s) in red. You can update the information within the impacted field(s) and continue processing.

Mandatory field validations:

Error - Mandatory Fields (Manage User).png

Please note that the Mobile Number field becomes mandatory when upgrading a Company Managed user to ANZ Managed.

Know Your Customer validation:

Company Administrators need to provide additional Know Your Customer (KYC) documents to meet regional regulations for all geographies you operate in. Please contact ANZ to complete the KYC process. Error - Incomplete KYC.png

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