Managing employee authorisations

If you qualify as the owner of the Internet Banking contract or the manager of user authorisations, you can add or remove employees. It is also easy to determine which accounts your employees are allowed to access. Each time, you can authorise up to five employees for up to five companies or institutions.

Person 1 :

• Log in and go to the 'Manage authorisations' menu.
• Here, you enter the authorisations of each person.
• Click on 'OK & Send'.
• Select the orders you want to send and click on 'send'
• You now receive a message that the order requires one or more additional signatures. It also states how many co-signatories are required. The first numbers of the card specify who the co-signatory is. The co-signatories themselves do not receive this message. So you need to notify them yourself. The additional signature(s) must always be placed on the same day.

Person 2 (and, if necessary, person 3):

• Log in and click on the ‘Management’ tab page.
• At 'Manage authorisations' you see which transactions are ready to be submitted. All pending orders are marked 'to be sent'. To find out what your new authorisations will be after signing, click on 'details'.
• To send the changes, click the 'Authorisations' tab page and then the ‘Send changes’ button.
• If the signing is successful, you will receive a message.

You can easily do this yourself. Simply log into Internet Banking and specify in the online form who has access and how or who should be removed. You need the employee's name and account number to do this.

Login in Internet Banking

You manage an employee's authorisations through Internet Banking. Log in and go to the 'manage authorisations' menu.

With 'view statements', the employee can view credit and debit transactions of accounts they are authorised to access. You, as the owner, specify which accounts the employee can access and which accounts are excluded.

With 'create orders', the employee can set up payments for submission.

With 'send', the employee can send payment orders up to the applicable bank limits. As the owner of the account, you determine up to what amount the employee is allowed to transact payments independently. You can also specify that all payments must be jointly approved before being sent (dual payment authorisation).

Contact Client Services first. They will adjust your Internet Banking settings so that you can only manage authorisations with two (or more) persons.

Your employee can access Internet Banking with a Bank Card or an Access Card. With a Bank Card, your employee can use Internet Banking as well as ATMs and POS terminals. The Access Card only gives your employee access to Internet Banking, but not to ATMs and POS terminals.

Giving your employees access to Mobile Banking is easy. Simply log into Internet Banking and select 'Manage Authorisations' via 'Manage/send product applications'. Next, you give your employee access to the use of the 5 figure- identification code. With this code, your employee can also use the Mobile Banking App. Remember to disable the authorisations when an employee moves to a different role or leaves the company.

When sending payments, the employee sees the 'Send orders [Step 1 of 3]' screen with a list of the payment orders in Internet Banking.

If the box for the payment is empty, the employee can tick the box and send the payment.

If the box for the payment is grey, the employee has already signed the payment for submission or the employee is not adequately authorised to submit the payment order.

If the symbol 1 or 2 is shown next to the box for the payment, more than one signature is required to send the payment. The number in the symbol specifies how many people still have to sign.