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Customer Administrator role enhancement

Geography: This article is applicable for ANZ Transactive Global customers banking in Australia and New Zealand.

Upcoming Customer Administrator role enhancements for Commercial Cards customers

In the coming months, we are enhancing the Customer Administrator role in ANZ Transactive Global to simplify administration and deliver a more consistent experience.

Customer Administrators will be able to view and manage users with Commercial Cards access directly within the Administration menu, using their existing entitlements.

This enhancement enables administrators to manage user access across multiple products within ANZ Transactive Global, such as Cash Management, Loans, FX Services, Data Insights, Commercial cards and others, without needing additional roles or forms.

What's changing

BEFOREAFTER

Customer Administrators:

  • cannot view users who have Commercial Cards roles
  • need additional Commercial Cards Admin role to view users with Commercial Cards role
  • require additional forms for access permissions

Customer Administrators:

  • can view and manage users who have access to ANZ Transactive Global site, including users with comm cards roles
  • do not need access to an appropriate Commercial Cards role which provides administration access
  • can add, modify and remove customer-managed Commercial Cards roles (i.e., Reporting Officer and Authorised to Enquire)
  • can grant users access to any Commercial Cards Billing Entity registered with your site  

Division Administrators will also be able to:

  • View and manage Commercial Card users within their Division

Why it's changing

Currently, Customer Administrators cannot view or manage users with Commercial Cards access unless they also hold an appropriate Commercial Cards role.

This creates a visibility gap and often requires additional forms and manual steps.

This enhancement removes that complexity and gives Customer Administrators a complete view of users.

What stays the same

  • the process for appointing bank-managed Commercial Card roles, (Authorised Signatory and Identification Officer), will not change
  • existing approval workflows and audit controls remain in place
  • existing Commercial Cards functionality remains unchanged

Who is impacted

This enhancement applies to Customer Administrators in Australia and New Zealand who are associated with an ANZ Transactive Global site that has Commercial Cards enabled alongside other ANZ Transactive Global products.

In particular, it applies to Customer Administrators who currently cannot view Commercial Card users because they do not have a Commercial Cards role.

Important information

  • The Customer Administrator role does not provide access to the Commercial Cards menu. Access to Commercial Card balances, transactions, and service requests remains restricted to users who are assigned a Commercial Cards role
  • This enhancement applies only to the Administration menu only, where you manage users and roles

What do you need to do

This update will be applied automatically.

If your organisation wants to retain the current visibility approach where Customer Administrators cannot see Commercial Card users unless they are also assigned an appropriate Commercial Cards role, please contact your ANZ representative by 1 August 2026.