How do I add available funds to a user's profile?

As a Bankline administrator you can either:

  • Assign users with the master role ‘View available funds’, which allow users to see the available funds on all accounts.
  • Create a customer role that includes the privilege of viewing available funds. You can assign which accounts you want the role holder to see available funds on.

To create a customer role with this privilege:

  1. From ‘Administration’ click ‘Manage roles’.
  2. Click ‘Create role’ at the bottom of the page.
  3. Give the role a name and description, highlighting its purpose.
  4. Click the dropdown under the list of privileges, select ‘New Bankline functions’ and then ‘Save & go’.
  5. Next tick the privilege ‘View available funds’ and click ‘Continue’.
  6. Tick the accounts you want users with this privilege to see available balances on.
  7. Click ‘Continue’ followed by ‘Confirm new role’.

Remember if you have dual administration switched on, you may need a second administrator to approve this.

To assign a role to a user:

  1. From ‘Administration’ click ‘Manage users’.
  2. Click the user ID of the user you’d like to assign a role to, then click ‘Edit roles’ or ‘Edit roles/Smartcard’ on the next page.
  3. Tick the appropriate available funds role from the list, either the one you’ve created or the master role titled ‘View Available Funds’.
  4. Click ‘Continue’ and then ‘Confirm changes’.

Remember if you have dual administration switched on, you may need a second administrator to approve this.

You can repeat these steps if you’d like other users to have this privilege.

Once the roles are assigned to users, they’ll be able to view the available funds balances from both the balances and statements pages.

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