Division settings, panels, confidential data groups, account group management, account and role management, user management and user audit trails.
Q&A's
| No | QUESTION | ANSWER |
|---|---|---|
| 1 | Why is there a separate role of "Service Requests - Authorised Person" to that of "Administrator" in Transactive for Digital Self Service? | A user with a Service Request - Authorised Person role can view, create, manage, and approve applicable Digital Channels Service Requests using a security device. These service requests are related to activities that require to be processed by ANZ, such as adding a new ANZ managed security device user to your ANZ Transactive Global site. An Administrator role can create company managed users and manage user settings. The roles can also manage Role Management, Account Management and Other Settings, including Downloading user reports. See the User Permissions article for more information on Administration roles. Administrators may view, create and manage Digital Channels Service Requests. |
| 2 | Are you going to cover reporting available for administrators? | We will be covering how to download reports. For more information on Administration reports, go to the User Reports article on Online Help. |
| 3 | With the panel approval I understand that we cannot set up a different panel for a type of payment - i.e. we could specific approvers to do transfers alone, but other payments all need to be approved together. I assume this is still not available. | You can setup a different panel per payment type, or 1 or 2 to approve. Please refer to the Division Details Screen article. |
| 4 | I was lead to believe you can only <have either> panel or (dual) Authorisation – can you have both? | Yes, you can configure each payment type to have a panel authorisation model or one or two to approve. Please refer to the Division Details Screen article. |
| 5 | New to ANZ Transactive: Understand the authorisation (panel) changes that can be specified for payroll. Can all users see the detailed data behind payroll payments within a bank statement transaction listing and if so, is there a way to restrict this? | You can restrict a user's permissions so that they cannot view details for Payroll, which is under Permission Settings > Payment Purpose, noting that imported payroll files need to have "Import as Salary Payment" ticked. Please refer to the User Permissions and Upload Payment File articles. |
| 6 | Can you see if any bank account numbers have been changed in beneficiaries or templates on a user audit report? | A user audit report shows the actions that have been made to a user, the Administrator who performed the action and when it occurred. There are separate template and beneficiary audit reports that you can view to see changes to these. Please refer to the following articles on Online Help: |
| 7 | Can I delete user who is managed by ANZ? | An ANZ Managed user can be deleted in Service Requests > Digital Channels or offline via a form. Please refer to the Service Requests article for more information. The 'ANZ Account & Channel Self-Service Form - Australia Only' can be accessed from here: https://www.anz.com/institutional/solutions/important-resources/ |
| 8 | How long can a user be disabled before we can't reactivate their account. e.g. if a user is on leave for 18 months, can we reactivate their account or is there a time limit? | Currently, there is no time limit to re-enable disabled users. |
| 9 | What happens if your email address changes when ANZ Managed. How do we get that changed? | An ANZ managed user can be amended (including email address) either through the Amend User option in Service Requests > Digital Channels or offline via the User Security Profile Update Form. For Please refer to the Service Requests article for more information about the Service Request option. |
| 10 | There is an option to download user detail report- can we download at account level? if not is that something in plan for future? | Currently you cannot download the User Detail report at an account level. Great question though and we will pass on your feedback for consideration as a future enhancement. |
| 11 | How can I delete a test payment created by a user that has subsequently left? | Please follow the instructions in the Delete Payment article on Online Help to delete a payment. |
| 12 | Is there an ability to contact someone at ANZ to do a video conference on ANZ Transactive Global to trouble shoot long term issues that haven't been able to be resolved? | Please contact your ANZ Representative or the Customer Service Centre for assistance https://www.anz.com.au/support/global-contacts/. |