In Bankline for Communities users will have one of these three roles:

Account leader

This role is for key users who need unrestricted access, they'll be able to:

• View transactions, payments and statements
• Raise domestic payments
• Approve all payments
• Transfer money between accounts
• Create, edit and delete payment templates
• Add, edit or delete users and assign their roles

Payment controller

This role is for users who need to raise and approve payments, they'll be able to:

• View transactions, payments and statements
• Raise domestic payments
• Approve all payments
• Transfer money between accounts
• Create, edit and delete payment templates

Account viewer

This role is for users who need only basic 'view' access, they'll be able to:

• View transactions, payments and statements

Find out more about creating a user in Bankline for Communities

Find out more about changing a user's role in Bankline for Communities