Documentation Index
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Overview
Banco Sabadell allows you to grant access to your accounts by creating an Usuario Consultivo. This is done through BS Online Empresas, where you can add a new user with their own login credentials, select the company or community they can access, and set their access level to view information and prepare operations.Bank terminology
| Concept | Banco Sabadell term |
|---|---|
| Delegated user | Usuario Consultivo |
| Admin | Usuario principal |
Setup steps
1. Navigate to user management
1. Navigate to user management
2. Create user
2. Create user
Click
Nuevo to start the creation of a new Usuario Consultivo.Enter the required details:| Field | Notes |
|---|---|
| Nombre de Usuario | 3 letters and numbers, max 10 characters |
| Descripción del usuario | e.g., name of the person or department |
| Móvil de contacto | Enter the mobile number twice |
3. Assign account access
3. Assign account access
Under “Empresa”, select the company or community to give access to.
4. Configure permissions
4. Configure permissions
Select the “Tipo de acceso” for the user.Choose
Consultar y preparar operaciones. The user will only be able to view information and prepare operations.5. Finalize
5. Finalize
Click
Continuar.To sign the operation, you will be prompted for a signature key to activate the Usuario Consultivo. An SMS with the access key will be sent to the user’s previously provided mobile number.Important notes
Use one user per account if separate connections are required.