Handelsbanken

How to create and configure an authorized user in Corporate Online Banking.

Overview

Handelsbanken’s Corporate Online Banking allows administrators to control certain authorities for employees of your company that will access the portal. Those employees who are assigned as Administrators have the ability to add, amend and delete permissions for other members of staff within the company.

Bank terminology

Concept	Handelsbanken term
Delegated user	user
Admin	Administrator

Setup steps

1. Navigate to Permission administration

Log in to Corporate Online Banking.

From the menu, select Permission administration.

2. Add or amend permissions by person

Select Permission by person from the menu.

First select the person from the drop-down list. A list of accounts to which this person can work for will be displayed together with any permission that has already been granted.

Enter the required details as prompted by the interface.

3. Configure permissions

The top section will display all permissions that have been granted to the user and will apply to all accounts for this company. Select from the available permissions:

• Administrator
• Authorise own templates
• Stop cheque requests
• File management
• Suspend user access

The lower section relates to account-specific authorities. Select the permissions for each account (e.g., Input, View account information).

4. Copy permissions (Optional)

If a new person joins the company and will have the same permissions as another person, the Copy to person function can be utilized. The existing user should be selected from the first screen and the new user to whom the permissions need to be granted should be selected from the Copy to person box.

Please note that Company level permissions (e.g. File management, Stop cheques) will not be copied and need to be set accordingly.

5. Authorise changes

Once changes have been made, the Administrator will need to electronically sign the changes.

If required by your company’s mandate, a second user may need to authorise the changes before they take effect.

Important notes

If a user does not have specific permission to a particular account, the account number may be visible in some of the account lists, although the ability to view any detail will only be allowed with the relevant permission.

Use one user per account if separate connections are required.