Users

As an Administrator, how do I order a replacement reader for one of my users?

Select User Admin
Select Users
Select the user from the list.
Click on User Details
Select Order Smartcard Reader.
Select Confirm

A user has left the company - should I delete them?

Yes, you should only keep current users on the system. If the user is an administrator, you will need to complete the Delete Administrator form to remove them from the service.

If the user was not an administrator, they should be deleted by an administrator. Further details on how to do this can be found in the Administrator User Guide.

If you are a Trust, please refer to the Digital Helpdesk for guidance.

Can an Administrator create another Administrator?

No, for security reasons, the Create / Amend Administrator form must be completed and signed by the authorised signatories in order to set up a new Administrator (excludes Trusts).

Can a user be restricted to approve salary payments only?

For a user to be able to approve salary payments they must be able to approve Faster Payments on the account that the payments are debited from. Therefore they would be able to approve all Faster Payments on the account and cannot be restricted to salary payments only.

Can a user be restricted to key certain payment types on specified accounts?

Yes, a user does not have to be given all payment types that can be keyed on the selected account. To allocate the types of payments a user can key:

Select User Admin
Select User
Select the user from the list.
Select the first account in the list.
Select the Read access
- None
- Restricted
- Unrestricted
Select Confidential Payees if the user is to be able to view confidential payments such as salaries
Select the payment types which the user should be able to enter. If it is not possible to make a particular payment type from the selected account, only the valid payment types can be selected.

Inter Account Transfers
Faster Payments
CHAPS
International
Withdrawal Notices

Select the user in the breadcrumb trail at the top of the screen to return and repeat for all accounts in the list that the user requires access to.

Can a user be set up to approve payments but not view the account information?

If they are to approve payments keyed by others then they must have unrestricted read access which means that they will be able to see balances and transactions on the account.

Can a user be set up to approve payments on a specified account but view balances and transactions and key payments on other accounts?

No, if a user can approve payments then this applies to all the accounts they have access to.

Can a user be set up to authorise their own payments on some accounts but not others?

No, if a user can approve their own payments they will be able to approve their own payments across all the accounts they can key payments on.

Can dual approval of payments be set?

Yes, an administrator can do this by setting a Dual approval threshold

Select User Admin
Select Users
Select the user from the list.
Select User rights
Amend the following
Payment Approval - Dual
- Select Dual for the payment types listed for which the dual approval limits will apply.
Approval Limits - The individual payment value up to which the user can approve with another user
- Dual - Enter the maximum amount that this user can approve with a 2nd user for the payment entry types selected.
By selecting Unlimited next to Inter Account Transfers and Withdrawal Notices these become exempt from the approval limits entered.
To restrict a user from approving a payment type a zero.
Approve Own - Select this if the user is permitted to approve payments that they have keyed themselves
Amend Uploads - Select this if the user is permitted to amend payments that have been uploaded.