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.
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What are the different levels of access? What are the different levels of access? expandable section
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
✖
✖