Key differences relating to your contact details

Token administrators

Corporate Online token administrators will not be migrated to Commercial Banking Online

At least one active non-token administrator is required for your organisation to automatically move to Commercial Banking Online. If you only have a token administration i.e. an administrator whom uses a token security device to log in, you must upgrade this user to an administrator with full rights, who uses smartcard security.

For your security, we strongly recommend dual administration.

All other users

Any users, including administrators must have logged in over the last 13 months to be automatically moved to Commercial Banking Online. The last 13 months are dated from the weekend you move to Commercial Banking Online, for example if you move to Commercial Banking Online on Monday 1st December 2015, you must have logged in to Corporate Online after 1st November 2014.

Users who will not move over are:

• Deleted users
• Users with duplicate email addresses – more details
• Users who have not acknowledged Corporate Online’s terms and conditions i.e. have not completed their first log in
• Any users, including administrators, who have not logged in in the last 13 months (see example above).

Duplicate email addresses

It’s possible to have more than one profile in Corporate Online with the same email address but this isn’t possible in Commercial Banking Online.

Only one profile and one unique email addresses can be used in Commercial Banking Online per registration.

Merging profiles

In some instances, profiles will be merged as part of the move to Commercial Banking Online. The logic below will be followed to determine if a profile should be merged or not.

• If an administrator and a user have the same email address and the same first and last name (ignoring numbers and special characters) the profiles will be deemed to be the same and therefore will be merged to create one profile. This prevents the need for the same person to have a user and an administrator log in. See diagram below.
• If an administrator and a user have the same email address but different first and last name (ignoring numbers and special characters) the profiles will be deemed to different and the Administrator will be moved over. See diagram below.
• If there are duplicate administrator profiles and one of these is the primary administrator, the primary administrator will always be moved across, even if the other profile has logged in more recently.

If you have several profiles with the same email address and you’d like each of these profiles to be moved over to Commercial Banking Online, you must edit each profile to ensure there is a unique email address for each one.

Please delete any unused profiles.

For your security, and to help protect against fraud, it is essential all users have their own unique user name, email address, and contact details, and that profiles and security credentials are not shared between users.

Figure 2. A diagram to show how profiles with the same email address and first and last names will be merged.

Figure 3. A diagram to show when profiles will not be merged

Please note: if you are a Corporate Online token user, you will not be able to change your title until you have moved to Commercial Banking Online. Please do this as soon as possible after you move, so that we address you correctly in all correspondence.

For other Corporate Online users, the title field on Corporate Online allows users to enter any text.

On Commercial Banking Online, the following titles can be selected from a list:

• Ms, Mr, Miss, Mrs, Sir
• Dr, Reverend, Father, Professor, Major, Brigadier
• Lady, Lord, Dame
• "-".

It is important to us to address our clients correctly. If your title is missing or incorrect, please update it on Corporate Online before you move to Commercial Banking Online.

When you log in to Commercial Banking Online, your postal address will be entered for you and will be the postal address of your administrator

If your business address is different from that of your administrator, your primary or secondary administrator can update it once you have moved to Commercial Banking Online.