How do I add privileges to stop cheques?

To add these privileges you’ll need to be an administrator.

You can follow the step by step guide below.

First you’ll need to create a new role:

  1. Click ‘Administration’ followed by ‘Manage roles’ and select ‘Create role’ at the bottom of the page.
  2. Give the role a name and a description, something that indicates the role allows you to stop cheques.
  3. Click the drop down at the bottom of the page and click ‘Account servicing’ followed by ‘Save and go’.
  4. You’ll then see a list of account servicing privileges (not all of the functions here are available yet).
  5. Tick ‘Add stop cheque’ and ‘View stop cheques’, then click ‘Continue’.
  6. Next, tick the accounts that you want to stop cheques on. (If you want different users to stop cheques on different accounts, you’ll need to create separate roles.)
  7. Click ‘Continue’, followed by ‘Confirm new role’.

If you have dual administration switched on, you may need another administrator to approve this change.

 

You’ll now need to assign this role to the relevant users:

  1. From the administration menu, click ‘Manage users’ and then the name of the user you’d like to assign the role to.
  2. On the edit user screen, scroll down to the bottom of the page and click ‘Edit roles/Smartcard’.
  3. Put a tick next to the role that you’ve just made and click ‘Continue’ followed by ‘Confirm changes’.

If you have dual administration switched on, you may need another administrator to approve this change.

If you need to add the role to other users, you’ll just need to repeat these steps.

The users you’ve assigned the role to will now be able to access account servicing from the top menu in Bankline.

 

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