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Agency Portal Roles Described

  • The matrix below explains the user roles that can be assigned and the Portal functionality that users with each access type will have. If a user is assigned permissions that do not grant access to a particular screen, that screen will not be accessible by that user.

    Agency roles

    Users can only have one role. Please note that while the Super User and Combined Processing Role have the ability to make a pay decision or approve, they still can’t make a pay decision and approve their own decision, it has to be one or the other. For example, if they make a decision then another user would need to approve it, and if another user made a pay decision then they could approve this.

    If 4 eye approval isn’t enabled then there is nothing to approve and the Decisioner user’s decision is final.

    Please note that only the Specialist Audit Viewer, Systems/Data Operator and Super User roles can access the download file / report functionality.

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Important legal information

Calls may be monitored or recorded in case we need to check we have carried out your instructions correctly and to help improve our quality of service.

Lloyds Bank plc Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales no. 2065. Telephone: 0207 626 1500.

Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under Registration Number 119278.

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.

Lloyds Banking Group includes companies using brands including Lloyds Bank, Halifax and Bank of Scotland and their associated companies. More information on Lloyds Banking Group can be found at