VP Bank

How to create and configure an authorized user in VP Bank Client Portalplus.

Overview

VP Bank allows you to grant access to your accounts by creating a User.

This is done through VP Bank Client Portalplus (also referred to as VP Bank e-bankingplus), where a Superuser can add a new user, choose which customers they can access, and allocate specific transaction rights and authorisations.

Bank terminology

Concept	VP Bank term
Delegated user	User
Admin	Superuser

Setup steps

1. Entering the user details

Log in as a user with the Superuser role.

From the top navigation, go to Superuser → Create User.

Enter the user’s details:

Field	Notes
First name	Required
Surname	Required
Date of birth	Required
Nationality	Required
Language	Required
Gender	Required
Identification documents	Upload front and back of passport or identity card
Is Superuser	Leave unchecked unless admin access is required
Authorisations	Select Enter, Collective, or Single signing authority
Approval authorities	Set for payment transactions, stock market trading, and money market
Security settings	Configure mobile banking and timeout as needed
Network authentication	Optional IP and time restrictions

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

2. Customer allocations

Click Next to proceed to customer allocations.

Select the customers or accounts to be assigned to this user. Multiple selections are possible.

This must be done for each account individually. Without the assignment of clients, VP Bank Client Portal can only be used to a limited extent.

3. Client rights

Click Next to proceed to client rights.

Allocate the transaction rights for each client and per transaction type by activating the corresponding checkboxes:

Category	Description
Payment	Authorisation to enter individual and standing orders and to upload ISO files
Stock market	Authorisation to place stock exchange orders
Money market	Authorisation to place money market orders
LSV	Download of LSV credits
QRR	Download of QR credits
e-Post	Access to electronic transaction advices and bank statements

4. Finalize

Click Create to finalise the registration of the new user.

Important notes

Access data letters (username, password and connect code) of each newly created user are sent to the Superuser by post.

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

Use one user per account if separate connections are required.