How do I add a user in Bankline for Communities?

To add a new user, you’ll need to be an account leader. Here are the steps to follow:

  1. Click ‘Manage users’ from the ‘Admin’ menu, then select the ‘Add User’ tab in the top right corner of the screen
  2. Select which type of user you want to create (Account viewer, Payment controller or Account leader)
  3. You’ll be shown a list of users linked to your organisation to select from. Bankline for Communities Account leaders need to be signatories on the bank mandate. If you're adding a new Account leader, or amending a user to become one, make sure they're on the mandate before adding them.
  4. Choose the user you’d like to add and select ‘Next’ on the bottom left of the screen. Please follow the instructions on the screen if you can’t see the user that you’d like to add
  5. Complete the new user’s personal details. Some of the fields will be pre-populated but you can still edit the email address and phone number
  6. Add a User ID which they'll use to log in
  7. Look over the summary and once happy select 'Add User' in the bottom right corner
  8. If you’ve assigned an Account leader or Payment controller role, you’ll need to approve the change with your smartcard and reader. To do this click 'Approve user now'. If it’s the Account viewer role, you won’t need to do this
  9. You'll now need a second Account leader to approve the new user. They'll be able to approve this request in the Manage users page from the ‘Admin’ tab

Did this help?