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How to add a new user

Add an employee or an accountant to your Westpac Live Online banking.

In 3 steps you can add a user to your Business network within Westpac Live Online banking.

Step by step guide

Click Add User.

Complete the details in the 3 steps for the new user, and click Add User on the final screen.


 


Read more

How to connect bank feeds

Connect your business bank accounts with your accounting software.

Export a list of payees

Export a list of payees from within Westpac Live Online Banking

Export a list of detailed transactions

Export a list of detailed transactions in a format of your choice.

Things you should know

If the User is an existing Westpac customer they will have immediate access to the profile.

If the User is new to Westpac (and does not need to approve payments and payees) a temporary password is generated for Westpac Live and the User will have immediate view only access.

If the User is new to Westpac (and they do need to approve payments) a temporary password is generated for Westpac Live and the new User will need to be identified at a Branch. The User will have view only access until then. A letter can be generated from Westpac Live, printed and given to the User to take to a Branch.

If you would like to nominate this User as an Administrator there will be an option to ‘Print Form’ after set up.