2. Housekeeping
2.1 Review and amend contact details
It’s important your contact details, including your email address, are correct. Please check your contact details for all users and administrators are up to date so we can contact you quickly, in accordance with the terms and conditions of your online banking service.
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2.2 Users and administrators
Ensure your users and administrators will move over to Commercial Banking Online with the correct permissions. This page also covers the role of the primary administrator and primary contact.
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2.3 Audit data
Once you move to Commercial Banking Online, you won’t be able to access your existing online banking channel. As a result, you may wish to download your audit data before you move.
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