I want to create a Role alert

  • Role alerts can be sent to users by email to notify them when a Role is created, approved or modified.

    For your security, and to help prevent  fraud, we strongly recommend use of these alerts.

    If you have a Role with the appropriate entitlements, you can create a new Role alert, either for yourself or other users, and use filters to ensure the alerts are only sent for specified Role maintenance actions.

    1. On your Administration page, select Manage roles > Role alerts to display the Role Alerts screen.
    2. Click Add.
    3. Select Admin as the Alert Group.
    4. Select Role Maintenance from the Alert Type drop-down.
    5. Enter a name for the alert.
    6. Enter the email address of who you want to receive the alert. This should be the email address which you entered when you were creating the user in Commercial Banking Online.  Alternatively, click Search icon to search for and select the email address of the user, or the group of users, you want to receive the alert. If you want alerts to go to other individuals in the organisation who do not use Commercial Banking Online themselves, ensure that the email address is valid, regularly used for business and isn’t a personal or group email address. 
    7. Click Save.
    8. Select the filters you want to be applied to the alert, for example, whether you only want the alert to be for when a Role is modified.
    9. When you’re ready, click Save. A message confirming that the Role alert has been saved is displayed.

    If you want to:

    • create another Role alert, click Add New Record.
    • return to the Role Alerts screen, click Close or Small x (close).

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