Help & Support

Amend online access for an existing user

Complete a Mandate Variation form to update who can access Online for Business, what type of access they have and, for delegates, what accounts they can see.

Here are some of the changes you can make

  • Upgrade to Full Access User status.
  • Change to Delegate User status.
  • De-register an Online for Business user.
  • Update who can access your business accounts, change your mailing address and amend your signing instructions.

To register a new user, you can either request this within Online for Business  or complete our online registration form.

  • What are the different levels of access

    Full Access User

    Delegate User

    View Only User

    Full Access User

    View current and historic statements

    Delegate User

    ✔

    View Only User

    ✔

    ✔

    Full Access User

    Check balances and view transactions

    Delegate User

    ✔

    View Only User

    ✔

    ✔

    Full Access User

    Make payments

    Delegate User

    ✔

    View Only User

    ✔

    ✖

    Full Access User

    Set or amend individual payment limits for Delegate users

    Delegate User

    ✔

    View Only User

    ✖

    ✖

    Full Access User

    Set or amend the number of users required to authorise payments (2 or 3)

    Delegate User

    ✔

    View Only User

    ✖

    ✖

    Full Access User

    Make up to 25 faster payments in Online for Business at one time 

    Delegate User

    ✔

    View Only User

    ✖

    ✖

    Full Access User

    Transfer money between your Lloyds Bank business accounts

    Delegate User

    ✔

    View Only User

    ✔

    ✖

    Full Access User

    Set up or amend / cancel most standing orders

    Delegate User

    ✔

    View Only User

    ✔

    View only

    Full Access User

    View and cancel most Direct Debits

    Delegate User

    ✔

    View Only User

    ✔

    View only

    Full Access User

    Print your statement or download it into other financial software

    Delegate User

    ✔

    View Only User

    ✔

    ✔

    Full Access User

    Apply for a business loan, overdraft, savings account and Business Credit Card

    Delegate User

    ✔

    View Only User

    ✖

    ✖

    Full Access User

    Request and authorise non-payment service tasks online

    Delegate User

    ✔

    View Only User

    ✖

    ✖

By post

Before you start you’ll need:

  • Your UK mobile number and email address
  • Business sort code and account number
  1. Create your request, and once completed generate a PDF form. 
  2. Download the completed PDF to your device and print it out.
  3. Collect all the required signatures and post the form to the address provided.
Mandate Variation Request Mandate Variation Request
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