Learn about new features and improvements offered in our Internet Banking Solutions for Businesses.
With a modern and user-friendly view, it’s now effortless to consult your accounts at a glance. You can also add accounts to your favourites or rename them at your convenience.
Manage your users’ access with more accuracy and flexibility.
Download your account and credit card statements or cheque images from years ago for free.
Manage the rights and permissions granted to your users so that they can easily and securely perform their tasks.
Approve the actions that require your authorization and manage the approval rules for your business.
5 min 54 sec Transcription
You can now assign customizable job roles to users. Provide the rights and permissions that better correspond to their responsibilities within your business.
Find what you’re looking for more efficiently with intuitive navigation and features that better suit your needs.
Manage user rights and permissions more thoroughly and in full security.
Find out how you can fully benefit from our new experience and features in just a few clicks.
You don't need to do anything to prepare for the rollout of the new digital experience. National Bank will handle the transition of your company's financial data.
As soon as the rollout is complete, a Business help centre page will be made available to you. There you will find the most frequently asked questions about the new features, demos, as well as various guides for users and administrators.
Your access will not change when the new version of Internet Banking Solutions for Businesses is rolled out. Your sign-in details (user code, password or SecurID token) will remain the same.
Stay tuned and check your Internet Banking Solutions for Businesses mailbox.
You will receive a final communication a few days before the official rollout to remind you of the support tools available.
Our team will also be available to answer any questions you may have.
Sign in to carry out your daily transactions.
Find answers to your questions in our Business Help centre.
Call to speak with an expert for advice tailored to your reality or to share your comments with us.
1-844-394-4494
option 1, Monday to
Friday, from 7am to 8pm (ET)
Narration: "In this video, we will explain how to manage your users' permissions in our Internet Banking Solutions for Businesses.
Firstly, you need to fully understand the concept of job roles. A job role is a set of at least one permission allowing your user to perform certain tasks when signing in to Internet Banking Solutions for Businesses.
Job role-based management therefore provides greater flexibility
when defining the users’ permissions within your organization.
You can analyze the needs of your users, then group them by job role based on their common responsibilities.
“To begin, sign in to Internet Banking Solutions for Businesses and go to the “Administration” section, then “Manage access”.
From this menu, you can create job job roles and assign permissions for each of your employees.
For example, you have the flexibility to create different job roles such as "Director", "Accountant" or "Payable Accounts" and assign specific permissions accordingly.
For this example, we will create two job job roles: one job job role called "Director", which can have all the permissions, and a second job job role, "Accountant", that can only have the Manage statements and Account summary permissions. This allows to View account and credit card statements, and cheque images.
Note that you must be an administrator or have the necessary user management rights to define the job roles.
Once the job role and permissions have been added, you may select the accounts for which users can exercise their job role. This is called an account group. To do this, click "Manage access", then select the "Account groups" tab, and click "Create new". Fill in the fields with the name and description of the group, then add the relevant accounts to the group.
“ Once you created the job roles and account groups, you can create new users.
To do this, click “Create a user” and fill in the fields with the required information. An invitation email with the temporary password to connect to Internet Banking Solutions for Businesses will be sent automatically to your user. For added security, you will need to share the user code using a different delivery method, such as SMS or phone call.
You can now assign a job role and account group to the user, if required. Navigate to the user's profile and select the applicable job roles. Also remember to select the appropriate account groups and to save your changes.
"Once this step is completed, you can then grant additional permissions to your new user, and they may begin carrying out transactions.
Note that you must be an administrator to be able to manage other permissions.
Click "Manage permissions", then "Manage other permissions". Using the dropdown menu, you can define access rights for each other feature. Don't forget to confirm your changes! Clicking “Back” will return you to the user's profile."
Once connected, your user will only see the permissions assigned to them.
Your user can now browse and make transactions in their online business account.
If you would like to learn more about the features offered in Internet Banking Solutions for Businesses, visit our help centre at nbc.ca/business-help-centre or demo.nbc.ca.
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