What are the available administration types?

  • There are two types of administration available to you when you first register for Commercial Banking Online - single administration or dual administration. 

    Once you’ve determined the type of administration you need, you can then specify how many Primary Administrators are required to manage the users of your Commercial Banking Online service. . For dual administration we recommend 3 Administrators. If you are set up with Admin Groups you can also have “secondary administrators” these can carry out a limit set of admin tasks for users within their Admin Group.

    • Single administration
    • Dual administration
    • Primary Administrators
     

    Single administration

    If you have single administration set up in Commercial Banking Online, any administrative action taken by a Primary Administrator does not need to be approved by anyone else. The change takes effect immediately. 

    For example, if a Primary Administrator changes your invoice details in Commercial Banking Online and saves them, the changes made will be reflected on your next invoice.

    There needs to be at least one Primary Administrator registered for single administration but you can register as many additional Primary Administrators as needed to effectively manage your Commercial Banking Online service.

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    Dual administration

    If you have dual administration set up in Commercial Banking Online, every administrative action taken by a Primary Administrator must be approved by another Primary Administrator.

    For example, if a Primary Administrator changes your invoice details in Commercial Banking Online and saves them, a workflow item is automatically created and is displayed in the Workflow section of the Administration page.

    Another Primary Administrator can then review that workflow item to see the changes made and either approve, amend or reject that item. Alternatively, the Primary Administrator who made the change may decide they don’t want that change to go ahead and can cancel the workflow item. 

    Once the workflow item is approved, the changes made will be reflected on your next invoice. 

    There needs to be at least two Primary Administrators registered for dual administration but you can register as many additional Primary Administrators as needed to effectively manage your Commercial Banking Online service.

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    Primary Administrators

    Primary Administrators are responsible for managing your users in Commercial Banking Online, including who can make or approve payments from your registered accounts.

    Primary Administrators can take the following actions.

    • Edit your organisation’s service invoice details.
    • Create new users.
    • Take action on Primary Administrators, users, including activating, suspending or deleting their online user accounts.
    • Manage Primary Administrators and users’ security settings, including unlocking their online user accounts, resetting their passwords and Telephony PINs and ordering new Security cards and PINs .
    • Manage Primary Administrators and users’ Security devices, including ordering, cancelling, activating and suspending devices.

    The minimum number of Primary Administrators you need depends on the type of administration you requested when you applied for Commercial Banking Online.

    • If your organisation has dual administration, every action taken by a Primary Administrator must be approved by another Primary Administrator so there needs to be at least two Primary Administrators available.
    • If your organisation has single administration, no additional approval is required for the actions taken by a Primary Administrator so there needs to be at least one Primary Administrator available.

    As long as you’ve met the minimum requirements for your selected administration type, you can have as many additional Primary Administrators as required to effectively manage your Commercial Banking Online service. If you want to register more Primary Administrators, you’ll need to complete an amendment form that you can get from your Client Manager.

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Lloyds Bank plc Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales no. 2065. Telephone: 020 7626 1500.

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