Manage access to Online for Business

How to choose the level of access for each user
With Online for Business you can choose who has access to your accounts and what level of access they have. This lets you easily add business partners and employees with peace of mind.
When you register for Online for Business we’ll ask if you’re an account signatory for the business – this will determine the access level you apply for. An account signatory is someone who can make decisions and sign for things on behalf of the business.
Levels of user access
Frequently asked questions
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Full Access User
Delegate User
View-Only User
Full Access User
View and download statements
Delegate User
Y
View-Only User
Y
Y
Full Access User
Check balances, view recent transactions across current, deposit and business loan accounts
Delegate User
Y
View-Only User
Y
Y
Full Access User
Pay bills to another person or company without the need for a cheque
Delegate User
Y
View-Only User
Y
N
Full Access User
Transfer money between your Lloyds Bank business accounts
Delegate User
Y
View-Only User
Y
N
Full Access User
Create, amend and cancel most standing orders and Direct Debits
Delegate User
Y
View-Only User
Y
N
Full Access User
Set up or amend individual payment limits for Delegate users
Delegate User
Y
View-Only User
N
N
Full Access User
Set up online payment control
Delegate User
Y
View-Only User
N
N
Full Access User
Set up bulk payments
Delegate User
Y
View-Only User
N
N
Full Access User
Apply for a business loan, overdraft, savings account and Business Credit Card
Delegate User
Y
View-Only User
N
N
Full Access User
Add, remove or amend user access levels on the bank mandate
Delegate User
Y
View-Only User
N
N
Full Access User
Request and authorise non-payment service tasks online.
Delegate User
Y
View-Only User
N
N
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If you’re unable to collect the two account signatory signatures required to authorise your Mandate Variation request, you’ll need to complete a resolution.
For Companies, Limited Liability Partnership’s and Club Charity and Society accounts, please complete the following steps, using the relevant template below:
- Download the relevant PDF template below
- Copy the PDF contents into a word processing document
- Complete the Board Resolution using the guidance provided in the PDF
- Collect the required signatures
Post the completed form to:
Lloyds Bank Business Banking
BX1 1LT.
For Public Limited Companies and Private Limited Companies:
Companies Template (PDF, 105KB)For Limited Liability Partnerships and Limited Partnerships:
Limited Liability Partnership’s template (PDF, 112KB)For Club, Charity and Societies:
Club, Charity and Societies (PDF, 180KB)