Societe Generale

How to create and configure an authorised user in Global Cash.

Overview

Societe Generale allows you to grant access to your accounts by creating an authorised user.

This is done through Global Cash, where an administrator can add a new user, choose which accounts they can access, and define their specific application rights, such as viewing statements or initiating orders.

Bank terminology

Concept	Societe Generale term
Delegated user	authorised user
Admin	administrator

Setup steps

1. Navigate to user administration

From the Global Cash homepage, select Administration from the menu.

Click on User administration.

2. Create a user

Click the create a user action.

Enter the required details for the new authorised user:

Field	Notes
First name	Required
Surname	Required
Role	Required
Telephone	Required
E-mail	Required. The bank strongly recommends using a professional email address to reduce the risk of fraud.
Validity period	Optional. Can be limited with a deadline or unlimited.

After validation, the new user’s identifier and activation code will be displayed. Communicate these confidentially to the user if they need to activate Secure Access or the mobile app.

3. Assign account access

Navigate to Right administration. In the application rights column for the new user, click None.

Select the accounts that will be accessible to the user to initiate orders and view statements.

You may also check Automatic access to new account if the user should automatically access future accounts added to the subscription. Click Continue.

4. Configure access to report services

Select the services that will be accessible to the user, such as the statements service and personalisation service.

Click Continue to confirm the selections and authorise the user to access the orders and limits section.

5. Configure orders and limits

Select the order services the user has access to.

If the user is authorised to input or upload orders, check the corresponding box and set the maximum amount they can input.

To authorise the user to sign orders, check the corresponding box and set the maximum order amount they can approve. Choose whether they have a single signature (sole signing authority) or double signature (joint signing authority).

6. Validate actions (Double administration mode only)

If your contract is set to double administration mode, all administrative actions must be validated by a second administrator.

The second administrator must navigate to the Validation of rights and access screen to validate the user creation and the assignment of application rights.

Important notes

The use of a personal email address presents a high operational risk of fraud. The bank strongly recommends registering a professional email address.

Strong authentication is required. The administrator must ensure that the user has a 3SKey certificate or Secure Access activated before any assignment of services.

In double administration mode, any administrative action initiated by one administrator must be validated by another administrator to take effect.