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How to give users access to new accounts

New products opened by Business Network Administrators will appear on the Overview page with a ‘New’ indicator. This indicator will display on the Westpac Live dashboard for 10 days from the opening date. A business administrator must complete the following steps to assign account access and payment features to Administrators and Authorised users.

Step 1

Any new account or service will automatically appear on the dashboard with a flag labelling the account as “New” – for both Personal and Business Networks.

In the dropdown select Assign Account.

 

 

 

Step 2

Select the User you wish to assign the account to. 

 

 

Step 3

On the Edit User Access screen, select the account under Add another account. 

 

 

Step 4

Select the features to be enabled for the account then selects Update.

 

 

Step 5

Click Save at the bottom of the Edit User Access Screen.

Things you should know
  • Changing the Account Network access to Value will make additional features available to be given to users as necessary
  • Non-value means no payments can be created from this account – certain accounts may not allow value access
  • No access means the account will not be visible to anyone
  • If the account is a Joint Account - a Joint Account On-Share form (PDF 525KB) needs to be completed before the account will be visible