NatWest Group

How to create and configure an authorized user in Bankline.

Overview

NatWest Group allows you to grant access to your accounts by creating a User.

This is done through Bankline, where you can add a new user with their own login credentials and define what they are allowed to see and do by assigning a role.

Bank terminology

Concept	NatWest Group term
Delegated user	User
Admin	Administrator

Setup steps

1. Navigate to user management

Sign in to Bankline at www.natwest.com/bankline.

From the left hand side navigation, click Administration, then click Manage Users.

2. Create user

Click Create User.

Enter the required details as prompted by the interface.

Click Continue.

3. Assign a role

Click the Role of that user.

Bankline uses preset Master Roles (e.g., Balance Operator, Key Standard Payments). Select the role that best fits the user’s needs. If a custom role is required, an Administrator must create it first under Manage roles.

Click Continue.

4. Order details

Click Continue on Order details. Tick the box for Smartcard Reader if required.

5. Confirm and finalize

Click Confirm. Bankline will email an activation code to the new user.

Click Continue, then click Confirm New User.

Important notes

If Dual Administration is turned on, another Administrator must log on to Bankline to authorise the new user setup using their Smartcard Reader.

A role marked with a ‘padlock’ will need authorisation using your Smartcard Reader.

Use one user per account if separate connections are required.