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    Guidance for administrators


    Updating administrator details

    Corporate Online

    To add, edit or remove an administrator, please complete an amendment form. The forms are on this page.

    Updating user details

    Corporate Online

    Logged-in administrators can add, edit or remove a user from Corporate Online.

    Details are below or on the Corporate Online help website.

    Add, edit or remove users including requesting smartcards

    1. Once logged-in, select the ‘Users’ tab then click the ‘Service users’ link
    2. The Service Users screen is displayed
    3. If any users have been created but not allocated to a group, they will be displayed under the ‘Users not in group’ section of the screen
    4. Select a user group from the ‘User Group Name drop-down list, and click ‘Select’. This will display all service users allocated to a group
    5. From here you can create new users, view the details of existing users or delete users. You can also request smartcards for users.

    To create a new smartcard user

    1. Click on the ‘Users’ tab then the ‘Service Users’ link
    2. The service users screen opens: select the user group you wish to attach the new service user to from the ‘Users in Group’ drop-down list, click ‘Select
    3. All token and smartcard users in that group will be displayed, select ‘Request
    4. The smartcard request screen opens: select a title from the ‘Title’ drop-down list
    5. Enter a surname and forename in the text boxes
    6. The surname and forename that will be printed on the card will be the same as the details entered here. Make sure the email address is correct
    7. Select ‘No’ next to Digital Identity Holder

    Auditor roles

    FAQs

    Is there an auditor role on Commercial Banking Online?

    Yes, there is an auditor role available on Commercial Banking Online. All administrators will have the auditor role added to their profile when they move to Commercial Banking Online.

  • More help & guidance

    • Accounts
      Help and guidance on your accounts
    • Administrators
      Help for administrators preparing to move to Commercial Banking Online

Important legal information

The products and services outlined on this site may be offered by legal entities from across Lloyds Banking Group, including Lloyds Bank plc and Lloyds Bank Corporate Markets plc. Lloyds Bank plc and Lloyds Bank Corporate Markets plc are separate legal entities within the Lloyds Banking Group.

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. Please note that any data sent via e-mail is not secure and may be read by others.

Lloyds Bank is a trading name of Lloyds Bank plc, Bank of Scotland plc and Lloyds Bank Corporate Markets plc. Lloyds Bank plc. Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales no.2065. Bank of Scotland plc. Registered Office: The Mound, Edinburgh EH1 1YZ. Registered in Scotland no. SC327000. Lloyds Bank Corporate Markets plc. Registered office 25 Gresham Street, London EC2V 7HN. Registered in England and Wales no. 10399850. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278, 169628 and 763256 respectively.

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

While all reasonable care has been taken to ensure that the information provided is correct, no liability is accepted by Lloyds Bank for any loss or damage caused to any person relying on any statement or omission. This is for information only and should not be relied upon as offering advice for any set of circumstances. Specific advice should always be sought in each instance.