I want to approve a Role

  • You will need to review and approve new Roles before they can be assigned to users in Commercial Banking Online. You can approve Roles with an Entered or Modified status.

    1. On your Administration page, select Manage roles to display the Role Maintenance screen.



      Any existing Roles for your organisation has are listed here. To view the Roles currently requiring approval, select Roles Requiring Approval from the right hand drop-down list.

      Views dropdown

    2. Review the Roles and entitlements to ensure these meet the needs of your organisation. This is done by clicking on the Roles's row to view the entitlements set: to approve the role you can click Approve at the bottom of the screen, or if you have multiple Roles to approve, by clicking Cancel you can review all other roles before approving by ticking next to the roles you wish to approve and selecting Approve at the bottom of the screen. 
    3. Alternatively To approve a single Role, you can also click Down arrow in the Role's row and select Approve from the pop-up menu displayed.
    4. A message is displayed to confirm your approval. Click Close to close the message and return to the Role Maintenance screen.

    Depending upon whether your organisation is set-up with single administration or dual administration will determine how a Role can be approved.

    F&S icon For your security, we recommend dual administration where possible.

     

    What kind of administration do you have? 

     

     

    What approval types do you have selected?

     

     

    Changes a Primary Administrator can approve

     

    Approve

    Approve own

    Auto approve

     
     
     

     Single administration

       

    Can approve changes made by others

     

    Can approve their own changes and changes made by others.

    To approve a change, the Primary Administrator will have to return to the list view

    Can approve their own changes and changes made by others. 

    Changes are approved instantly with no additional steps. 

    Dual administration

       

    Can approve changes made by others

    Please note: Approve own and Auto approve are not applicable for dual administration.

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