Adding a User to the iBanFirst Platform
Adding a user to the iBanFirst platform is a 4-step process:
Go to Settings > Users > Add a New User.
Enter the new user's first name, last name, email address, and role.
Configure the new user profile and roles.
The new user will receive an email to upload their ID, choose their password, and configure their strong customer authentication method.
Individual Users
For security purposes, it is recommended that each user is an individual person and that no user account is shared between multiple individuals.
User Profiles and Roles
You can choose between three default profiles or create a new profile with custom roles:
Administrator: A user with the Administrator profile has all possible roles.
Payments & FX: A user with the Payments & FX profile can create and validate payments, create and validate currency conversions, and book foreign exchange risk hedges. However, they cannot manage the iBanFirst platform, accounts, or users.
Read-Only: A user with the Read-Only profile can view accounts and transactions and download account statements. They cannot create or validate payments or currency conversions, nor can they manage the iBanFirst platform, accounts, or users. This profile is typically used for external bookkeepers.