• Key differences relating to permissions for LloydsLink customers

    Last updated:  09  December  2015


    Permissions will be different on Commercial Banking Online

    You will be provided with help and support to set up your permissions on Commercial Banking Online

    The way permissions are dealt with on Commercial Banking Online is different from LloydsLink. Some of the changes include:

    • Roles: users can be assigned roles which have pre-defined permissions. Users can have multiple roles and one role can be assigned to multiple users.
    • Payment approval: you can approve payments either by using panels or by using votes.
    • With panels approval, you can set the order that payments are approved in Commercial Banking Online and approve payments with a panel of up to six users.
    • With votes approval, users who have a role with voting entitlements can approve payments through votes. Some roles can have more votes than other roles.

    Question:

    Need help see how roles and permissions will work on Commercial Banking Online.

    • Statements: there are multiple options available to allow you to control who can access your statements and who can export them. Selected users and administrators can be given the permission to export as well as view statements on Commercial Banking Online.
     

    The role of the primary administrator

    The primary administrator will be able carry out more tasks on Commercial Banking Online than currently available on LloydsLink

        These tasks include:

    • Creation of users and their permissions 
    • Setting up of transaction and value limits
    • Setting up of payment approval rules (panels and votes)
    • Ordering new devices.

    The auditor role

    In Commercial Banking Online, auditor permissions can be assigned to any user

    A separate log in is not required for the auditor.

    LloydsLink audit data will not move over to Commercial Banking Online and should be downloaded and archived if required for future reference. 

    Question:

    Need help find out how to download audit data from LloydsLink.

    Question:

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

    Dual administration

    If dual administration is activated on Commercial Banking Online, a wider range of tasks will require dual approval than with LloydsLink

    If you already have dual administration activated in LloydsLink, then you will have dual administration when you move to Commercial Banking Online.

    The tasks requiring dual admin permissions are:

    • Creating a user or amending user’s details
    • Creating and amending user permissions, for example, creating and editing roles or assigning roles to users
    • Management of security devices and assigning devices to users.

    Exclamation mark For your security, we strongly recommend dual administration. 

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.