• Key differences relating to administrators

    Last updated:  04  September  2015


    Primary administrators

    As a general rule, all administrators will be moved over to Commercial Banking Online as primary administrators.

    Any exceptions to this are detailed on this page.

    Creating and setting user permissions

    It’ll be easier to create users if you’re the primary administrator. Setting permissions for users can easily be done from Commercial Banking Online

    The primary administrator can set-up permissions for users directly from Commercial Banking Online.

    The auditor role

    A specific auditor role will be available to you when you move to Commercial Banking Online

    Corporate Online

    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.

    Key activities for the auditor role in Commercial Banking Online are the ability to view:

    • user history – e.g. user log in and actions such as creating a payment
    • actions relating to a user – e.g. when a user record is edited
    • user status report – e.g. when a user status changes, for example from active to suspended
    • security device report – e.g. assignment of devices
    • payment audit reports.

    Question:  Need help find out more about the auditor role on Commercial Banking Online.

    Dual administration

    In Commercial Banking Online, dual administration is a setting which switches on dual approval for selected tasks

    Dual payment approval is covered in a separate section.

    Dual administration is a setting which switches on dual approval for the following tasks:

    • creating a user or amending a user’s details
    • creating and amending user permissions for example, creating and editing roles, assigning roles to users
    • management of security devices and assigning devices to users.
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    For your security, and to help protect against fraud, we strongly recommend dual administration.

    Corporate Online

    Dual administration is not available in Corporate Online.

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    For your security, and to help protect against fraud, we strongly recommend dual administration.

    To benefit from the extra security having two administrators approvals can bring, you’ll need to apply to have dual administration turned on once you’ve moved to Commercial Banking Online. This can be requested by contacting your client manager who will help you complete an amendment form.

    Token users (Corporate Online only)

    Corporate Online

    Corporate Online token users will not be migrated to Commercial Banking Online.

    At least one active non-token administrator is required for your organisation to automatically move to Commercial Banking Online. If you only have a token administration i.e. an administrator whom uses a token security device to log in, you must upgrade this user to an administrator with full rights.

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.