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    Guidance for administrators

    Last updated:  04  September  2015


    Updating administrator details

    Corporate Online

    To add, edit or remove an administrator, please complete an amendment form. The forms are on this page.

    Updating user details

    Corporate Online

    Logged-in administrators can add, edit or remove a user from Corporate Online.

    Details are below or on the Corporate Online help website.

    Add, edit or remove users including requesting smartcards

    1. Once logged-in, select the ‘Users’ tab then click the ‘Service users’ link
    2. The Service Users screen is displayed
    3. If any users have been created but not allocated to a group, they will be displayed under the ‘Users not in group’ section of the screen
    4. Select a user group from the ‘User Group Name drop-down list, and click ‘Select’. This will display all service users allocated to a group
    5. From here you can create new users, view the details of existing users or delete users. You can also request smartcards for users.

    To create a new smartcard user

    1. Click on the ‘Users’ tab then the ‘Service Users’ link
    2. The service users screen opens: select the user group you wish to attach the new service user to from the ‘Users in Group’ drop-down list, click ‘Select
    3. All token and smartcard users in that group will be displayed, select ‘Request
    4. The smartcard request screen opens: select a title from the ‘Title’ drop-down list
    5. Enter a surname and forename in the text boxes
    6. The surname and forename that will be printed on the card will be the same as the details entered here. Make sure the email address is correct
    7. Select ‘No’ next to Digital Identity Holder

    Auditor roles

    FAQs

    Is there an auditor role on Commercial Banking Online?

    Yes, there is an auditor role available on Commercial Banking Online. All administrators will have the auditor role added to their profile when they move to Commercial Banking Online.

Lloyds Bank plc. Registered office: 25 Gresham Street, London, EC2V 7HN. Registered in England and Wales no. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Authorisation can be checked on the Financial Services Register at www.fca.org.uk under the Firm 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.