I can't take action on a user

  • If your organisation has dual administration and there’s an outstanding workflow item against the user, you cannot take any further action until that workflow item has been resolved. If there is an outstanding workflow item against the user, a message will be displayed to inform you when you attempt to perform another action on the user.

    Once the workflow item has been approved, rejected or cancelled, you can take action on the user.

    If you’re attempting to change a user’s security settings, make sure that their settings haven’t been changed recently. If their settings have been recently changed, a message will be displayed to inform you if you attempt to change them again. If the user is Suspended, you cannot change their security settings.

    If you’re attempting to order a replacement Security device for a user, make sure that there’s not already an outstanding order for them. If there is an outstanding order, a message will be displayed to inform you if you attempt to order another device for them.

    Finally, check the user’s current status. The action you’re trying to take may not be possible because their status does not allow it. For example, you cannot take any action on a user with a Pending setup or Awaiting setup status as they haven’t yet completed their account activation. You cannot take action on a user with Deleted status because their account is no longer active. You cannot edit user details if the user status is not Active.

    If you’re still experiencing problems managing a user, please contact your Primary Administrator for more help. 

    If you’re a Primary Administrator, please call the Commercial Banking Online Helpdesk.

    Please have your Telephony PIN ready when you call so we can verify your identity.

    If you do not remember your Telephony PIN or your PIN is not currently active, please contact another Administrator to reset your PIN. Alternatively, complete the Credentials Reset form, available from your Client or Relationship Manager.


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Important legal information

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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 www.lloydsbankinggroup.com