• Key differences relating to permissions for LloydsLink customers


    Permissions will be different on Commercial Banking Online

    You will be provided with help and support to set up your permissions on Commercial Banking Online

    The way permissions are dealt with on Commercial Banking Online is different from LloydsLink. Some of the changes include:

    • Roles: users can be assigned roles which have pre-defined permissions. Users can have multiple roles and one role can be assigned to multiple users.
    • Payment approval: you can approve payments either by using panels or by using votes.
    • With panels approval, you can set the order that payments are approved in Commercial Banking Online and approve payments with a panel of up to six users.
    • With votes approval, users who have a role with voting entitlements can approve payments through votes. Some roles can have more votes than other roles.

    Question:

    Need help see how roles and permissions will work on Commercial Banking Online.

    • Statements: there are multiple options available to allow you to control who can access your statements and who can export them. Selected users and administrators can be given the permission to export as well as view statements on Commercial Banking Online.
     

    The role of the primary administrator

    The primary administrator will be able carry out more tasks on Commercial Banking Online than currently available on LloydsLink

        These tasks include:

    • Creation of users and their permissions 
    • Setting up of transaction and value limits
    • Setting up of payment approval rules (panels and votes)
    • Ordering new devices.

    The auditor role

    In Commercial Banking Online, auditor permissions can be assigned to any user

    A separate log in is not required for the auditor.

    LloydsLink audit data will not move over to Commercial Banking Online and should be downloaded and archived if required for future reference. 

    Question:

    Need help find out how to download audit data from LloydsLink.

    Question:

    Need help find out more about the auditor role on Commercial Banking Online .

    Dual administration

    If dual administration is activated on Commercial Banking Online, a wider range of tasks will require dual approval than with LloydsLink

    If you already have dual administration activated in LloydsLink, then you will have dual administration when you move to Commercial Banking Online.

    The tasks requiring dual admin permissions are:

    • Creating a user or amending user’s details
    • Creating and amending user permissions, for example, creating and editing roles or assigning roles to users
    • Management of security devices and assigning devices to users.

    Exclamation mark For your security, we strongly recommend dual administration. 

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.