Setting-up Westpac Live for your Business

Step 2: Check your Account access

If you cannot see all of your accounts on your Overview screen you will need to give yourself access to them.
 

1. Hover over Services & preferences drop down menu.

2. Click on User administration
 

3. Click on your name in the User list to give yourself access to the accounts you need to see.
 

Please refer to Managing Account Access Guide (PDF 194KB) to find out more about the levels of account access available to Users.
 

Tip: If opening a new account you must set the desired access to this account and link Users. Please refer to User Access Guide (PDF 215KB) for further information.

Step 3: Establish your banking features

Westpac Live gives Administrators the control to decide which banking tasks or features are needed for their business.
 

1. Hover over Services & preferences drop down menu.

2. Click on User administration.
 

3. Click on More features.
 

4. Click on Permissions & approvals.
 

5. Review the features that you have selected and number of approvers.
 

6. An Administrator must also confirm that the Business Daily Limit is appropriate for how much your business would like to transact per day through Westpac Live.
 

Please refer to the Business Daily Limit Guide (PDF 134KB) for changing the Business Daily Limit.

Step 4: Add Users and set-up their access

Now you  need to decide which features you would like your users to access.
 

For example: You may have the International Payments feature turned on for the business, however you do not want all Users to be able to make International Payments.

1. Add Users to your business profile.

For instructions please refer to our Adding New Users Guide (PDF 154KB).
 

2. Set-up User access in Westpac Live.

For every User, it is important to confirm:

• The features that you require them to access.

• If you want them to approve payments.

• The Daily Payment Limit  (PDF 267KB)is adequate.

• They are set-up with your preferred Security device - Westpac Protect™ SMS Code or a SecurID® Token.  
   

Tip: As an Administrator, you are a User and therefore must check that you have access to the features that you need.
 

Please refer to the User Administration Guides (PDF 569KB) and Security Guides (PDF 506KB)to find out how to set up various accesses for all Users.

Step 5: Decide if you require third party accounts

Third party access allows visibility of another businesses' accounts or can allow a business to see another individual customer's accounts.
 

These can be viewed in Westpac Live provided a Third Party Access Authority has been established.
 

1. Hover over Services & preferences drop down menu.

2. Click on User administration.
 

3. Click on Accounts link in the 'Set access to accounts' grey box.
 

4. Add a third party Westpac account box (top right).
 

Tip: If you have Joint Accounts in the name of this business and another entity you will need to get approval from the other entity to display the accounts in your business profile and share them with Users. To do so, please complete our Joint account on-share authority form (PDF 525KB).