Standard Chartered

How to create and configure an authorized user in Straight2Bank NextGen.

Overview

Standard Chartered allows you to grant access to your accounts by creating an Operator, Authorizer, or Inquirer.

This is done through Straight2Bank NextGen, where you can:

• add a new user with their own login credentials
• choose which accounts they can access
• define what they are allowed to see and do, such as viewing balances or initiating payments

You will be setting up a user that can securely access account data and initiate transactions without sharing your primary login.

Bank terminology

Concept	Standard Chartered term
Delegated user	Operator / Authorizer / Inquirer
Admin	Administrator

Setup steps

1. Navigate to user management

Sign in to Straight2Bank NextGen.

From the top navigation, go to: Administration → Client Self Administration → User Management

2. Create user

Click Create User.

Enter the required details as prompted by the interface.

Our team will provide the exact details to use for this user. Please enter them exactly as provided to ensure the setup completes successfully.

3. Configure permissions (critical)

The system will prompt you to apply bank standard default profiles.

Select the appropriate role for the user:

• Operator: ability to create transactions
• Authorizer: ability to authorize transactions created by operators
• Inquirer: ability to view and access reports

Select Inquirer for a read-only user.

4. Finalize

Review the setup and click SAVE to complete.

Important notes

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

Creation of users requires approval from an Authorizer depending on your signing matrix setup (e.g. dual control).

Use one user per account if separate connections are required.