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 is shared between multiple persons.
User profiles and roles
You can choose between 3 default profiles or create a new profile with custom roles:
Administrator – a user with Administrator profile has all possible roles
Payments & FX – a user with Payments & FX profile can create and validate payments, create and validate currency conversions, and book foreign exchange risk hedges, but cannot manage the iBanFirst platform, accounts, and users
Read-only – a user with Read-only profile can view accounts and transactions and download account statements, but cannot create or validate payments no currency conversions and cannot manage the iBanFirst platform, accounts, and users. This profile is typically used for external bookkeepers