Understanding user types in Online Business Banking

Types of users

Master user

A Master user is someone who’s authorised by the account holder as a signatory of an account. They’re able to create and confirm payments and direct debits and can add Administrator and Employee users. Master users can also modify and delete users.

To add a new Master user to your OBB account, you’ll need to complete the Online Business Banking Application and Amendment Form (PDF) and send it back to us using either:
 

Administrator user

An Administrator user is someone authorised by the Master user to have limited access to OBB. The Master user can specify what an Administrator can do, except for authorising payments, direct debits and setting up/resetting passwords for Employee users (which can only be done by the Master user).
 

Employee user

An Employee user (also called a sub user) is someone authorised by the Master user or Administrator user to have limited access to OBB.

Changing user passwords

Administration and Employee users must have their passwords reset by a Master user. Master users can only change or reset their login details by giving us a call.
 

Changing passwords as a Master user

If you’re a Master user and you want to reset your password, or you’ve forgotten your PIN/lost your security token, just give us a call on 13 7000.
 

Changing passwords as an Administrator or Employee user

To reset a password as an Administrator or Employee user, choose ‘Change password’ under the ‘User maintenance’ menu. Keep in mind – if a Master user has reset your password, you’ll need to enter a new password after you’ve logged in.

How to manage users as a Master user

Viewing users

  • Choose ‘User maintenance’ and then ‘Manage users’ in the left side menu.
     

Adding users

  • Choose ‘User maintenance’ and then ‘Manage users’ in the left side menu
  • Choose ‘add user’ at the top of the ‘Users’ table
  • Fill in the information and click ‘save’.
     

Modifying users

  • Choose ‘User maintenance’ and then ‘Manage users’ in the left side menu
  • Choose a user you want to change from the list and click ‘modify selected’
  • Make your changes to the user’s details and click ‘save’.
     

Deleting users

  • Choose ‘User maintenance’ and then ‘Manage users’ in the left side menu
  • Choose a user you want to delete from the list and click ‘delete selected’
  • Confirm that you want to delete the user by pressing ‘OK’ on the pop-up.

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