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Delegating access to Internet Banking

As a business owner or account signatory, you can allow specified personnel to access your Online for Business accounts.

Delegate access allows you to set different levels of online access for each of your Internet Banking users depending on their role and your business requirements.

When you register for Internet Banking you’ll be asked whether or not you are an account signatory on the business, this will then determine the access level you will apply for.

Account signatory

An account signatory has full access, allowing them to manage your business account(s) online. Full access users can:

  • view current and historic statements, balances and transactions
  • make transfers and payments or amendments to future payments
  • create or make amendments to standing orders and cancel direct debits
  • set up and amend bulk payments (up to 25 payments in one batch)
  • apply for a business loan, apply for and obtain an overdraft and apply for a savings account.

Register as an account signatory

Non-account signatory

If you aren’t an account signatory you will be given delegate user access – either full access or view-only access, as decided by the business when they authorise your application.

  • Full access – A delegate user with full access can perform similar actions to an account signatory user. However, they will be unable to apply for a business loan/overdraft or a savings account and they cannot make a bulk payment limit request.
  • View-only access – This option provides access to the business accounts held, enabling the user to see accounts, balances, recent transactions and historic statements, but not carry out any actions.

Register for access

Changing your access level

If you would like to amend an existing delegate user, or upgrade them to a Full Access user, you will need to complete a Mandate Variation request using the following steps:

  1. Open a Mandate Variation request
  2. Generate and download the PDF form
  3. Print the form and collect the required signatures
  4. Return the form to the address stated on the form

Please note: this form will be blocked on a mobile phone to ensure our customers can clearly read all the information. You can use a laptop, desktop or tablet with an up to date browser.

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Register for Internet Banking

If you’ve already registered and would like to sign up for the service, simply click on ‘Manage payment control’ in the right hand menu from your account overview page.

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When you no longer require access to Online for Business?

How do I amend/remove an existing user?

If you or a colleague leaves the business, or changes roles and no longer requires access to your accounts through Online for Business, you will need to complete a Mandate Variation request using the following steps:

  1. Open a Mandate Variation request.
  2. Generate and download the PDF form.
  3. Print the form and collect the required signatures.
  4. Return the form to the address stated on the form.

Please note: this form will be blocked on a mobile phone to ensure our customers can clearly read all the information. You can use a laptop, desktop or tablet with an up to date browser.