Erste Group

How to create and configure an authorized user in George Business.

Overview

Erste Group allows you to grant access to your accounts by creating a user. This is done through George Business, where an admin can add a new user, manage their authorization methods, and assign permissions or roles depending on the tasks they have to handle.

Bank terminology

Concept	Erste Group term
Delegated user	user
Admin	admin

Setup steps

1. Navigate to user management

Click on your User Profile (next to the logout button) and select “Permissions”, or go to the admin section.

2. Add a user

In the overview with the list of all users, click on “Add User”.

3. Enter user details

Field	Notes
First name	Required
Surname	Required
Email	Required
Phone number	Optional

4. Assign permissions

To manage the user’s permissions, click on “Permissions” next to the user’s name. You can grant permissions individually to a user, allocate permissions to roles and assign the user to this role, or add permissions for products and assign the user to this product.

Important notes

If no account access is assigned, the user will see no data.

Once users are deleted, they cannot be restored.

Use one user per account if separate connections are required.