What are the available administration types?

  • There are two types of administration available to you when you first register for Commercial Banking Online - single administration or dual administration. 

    Once you’ve determined the type of administration you need, you can then specify how many Primary Administrators are required to manage the users of your Commercial Banking Online service. Primary Administrators can also create Administrators if they’re needed to help effectively manage your users.


    Single administration

    If you have single administration set up in Commercial Banking Online, any administrative action taken by a Primary Administrator or an Administrator does not need to be approved by anyone else. The change takes effect immediately. 

    For example, if a Primary Administrator changes your invoice details in Commercial Banking Online and saves them, the changes made will be reflected on your next invoice.

    If you have single administration set up in Commercial Banking Online, actions taken by users who do not have an administrative role must be approved by an Administrator.

    Some actions created by the Bank will also create a Workflow item that will need to be approved by a Primary Administrator.

    There needs to be at least one Primary Administrator registered for single administration but you can register as many additional Primary Administrators as needed to effectively manage your Commercial Banking Online service.

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    Dual administration

    If you have dual administration set up in Commercial Banking Online, every administrative action taken by a Primary Administrator must be approved by another Primary Administrator. Every administrative action taken by an Administrator must be approved by a Primary Administrator or another Administrator. Actions taken by users who do not have an administrative role must be approved by two Administrators.

    For example, if a Primary Administrator changes your invoice details in Commercial Banking Online and saves them, a workflow item is automatically created and is displayed in the Workflow section of the Administration page.

    Another Primary Administrator can then review that workflow item to see the changes made and either approve, amend or reject that item. Alternatively, the Primary Administrator who made the change may decide they don’t want that change to go ahead and can cancel the workflow item. 

    Once the workflow item is approved, the changes made will be reflected on your next invoice. 

    Some actions created by the Bank will also create a Workflow item that will need to be approved by a Primary Administrator.

    There needs to be at least two Primary Administrators registered for dual administration but you can register as many additional Primary Administrators as needed to effectively manage your Commercial Banking Online service.

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    Primary Administrators

    Primary Administrators are responsible for managing your users in Commercial Banking Online, including who can make or approve payments from your registered accounts.

    Primary Administrators can take the following actions.

    • Edit your organisation’s service invoice details.
    • Create new Administrators and users.
    • Take action on Primary Administrators, Administrators and users, including activating, suspending or deleting their online user accounts.
    • Manage Primary Administrators, Administrators and users’ security settings, including unlocking their online user accounts, resetting their passwords and Telephony PINs and ordering new Security card PINs .
    • Reset Telephony PINs for other Primary Administrators.
    • Manage Primary Administrators, Administrators and users’ Security devices, including ordering, cancelling, activating and suspending devices.

    The minimum number of Primary Administrators you need depends on the type of administration you requested when you applied for Commercial Banking Online.

    • If your organisation has dual administration, every action taken by a Primary Administrator must be approved by another Primary Administrator so there needs to be at least two Primary Administrators available.
    • If your organisation has single administration, no additional approval is required for the actions taken by a Primary Administrator so there needs to be at least one Primary Administrator available.

    A Primary Administrator needs to be our Primary Contact. The Primary Contact is our business point of contact for your organisation and the initial recipient of the Security devices required to authenticate actions in Commercial Banking Online.

    As long as you’ve met the minimum requirements for your selected administration type, you can have as many additional Primary Administrators as required to effectively manage your Commercial Banking Online service. If you want to register more Primary Administrators, you’ll need to complete an amendment form that you can get from your Client Manager.

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    Administrators

    Administrators can assist Primary Administrators with managing users in Commercial Banking Online.

    Administrators can take the following actions.

    • Create new users.
    • Edit existing users.
    • Take action on users, including activating, suspending or deleting their online user accounts.
    • Manage users’ security settings, including unlocking their online user accounts, resetting their passwords and Telephony PINs and ordering new Security card PINs.
    • Manage users’ Security devices, including ordering, cancelling, activating and suspending devices.
    • Reset a Telephony PIN for another Administrator.

    You can have as many Administrators as required to effectively manage your Commercial Banking Online service. Primary Administrators can make a user an Administrator by assigning them the Administrator role when creating or editing their user details.

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Lloyds Bank plc Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales no. 2065. Telephone: 020 7626 1500.

Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278.

We subscribe to the Lending Code; copies of the Code can be obtained from www.lendingstandardsboard.org.uk.

Eligible deposits with us are protected by the Financial Services Compensation Scheme (FSCS). We are covered by the Financial Ombudsman Service (FOS). Please note that due to FSCS and FOS eligibility criteria not all business customers will be covered.