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 status.
  • Change to delegate 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 (Full Power Signatories)

    Full access (Delegate)

    View Only access (Delegate)

    Full access (Full Power Signatories)

    View current and historic statements

    Full access (Delegate)


    View Only access (Delegate)

    Full access (Full Power Signatories)

    Check balances and view transactions

    Full access (Delegate)

    View Only access (Delegate)

    Full access (Full Power Signatories)

    Make payments

    Full access (Delegate)

    View Only access (Delegate)

    Full access (Full Power Signatories)

    Set or amend individual payment limits for Delegate users

    Full access (Delegate)

    View Only access (Delegate)

    Full access (Full Power Signatories)

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

    Full access (Delegate)

    View Only access (Delegate)

    Full access (Full Power Signatories)

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

    Full access (Delegate)

    View Only access (Delegate)

    Full access (Full Power Signatories)

    Transfer money between your Lloyds Bank business accounts

    Full access (Delegate)

    View Only access (Delegate)

    Full access (Full Power Signatories)

    Set up or amend / cancel most standing orders

    Full access (Delegate)

    View Only access (Delegate)

    View only

    Full access (Full Power Signatories)

    View and cancel most Direct Debits

    Full access (Delegate)

    View Only access (Delegate)

    View only

    Full access (Full Power Signatories)

    Print your statement or download it into other financial software

    Full access (Delegate)

    View Only access (Delegate)

    Full access (Full Power Signatories)

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

    Full access (Delegate)

    View Only access (Delegate)

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 RequestMandate Variation Request
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