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Who can manage access and add Users in Online Banking?

Only Administrators can manage access and add Users to business network accounts. By signing into Online Business Banking using their 8-digit customer number and password, Administrators can:

  • Add a new User or edit or remove existing Online Banking Users
  • Give and remove User access to new business accounts
  • Manage who has access to Online Banking
  • Set the days Users can access Online Banking.

Tip: Not sure if you're an Administrator? Find out your access in Online Banking by going to Service > Preferences > Profile access.

How can I see who has access to accounts?

In Online Banking

  1. Go to Administration > Account access levels to see the access level you've for each account
  2. Select View users to see who can access the account selected
  3. Select View third party access to see who else can access the account. This option will only appear if you've given third-party access to an account
  4. To remove or edit what accounts a User has access to, select their name and update the Account and service access. Scroll to the bottom of the page and select Save


Add a new User to Online Banking

In Online Banking

  1. Go to Administration and select User administration
  2. Select the red Add User button
  3. Add your new User’s details
  4. Select the accounts to share and the level of access, then select Add User


Tip 1: When adding a new User, you’ll need the following information about them:

  • Full name as registered with Westpac (or as written on their ID if not a customer)
  • 8-digit customer number (if the new User is already a Westpac customer)
  • Date of birth
  • Email address.

Tip 2: Key features of adding a User:

  • Choose the level of access you want the new User to have with your business accounts
  • Set a payment limit for fully identified Users so they can start making payments
  • New User will have to switch Online Banking profiles to see your business accounts.

Edit or remove a User’s accounts, permissions, contact details and daily payment limits

In Online Banking

  1. Go to Administration and select User administration
  2. To edit a Users accounts, permissions, contact details and daily payment limit, select the User you wish to manage by clicking on their name, once you've made the changes select Save. To remove a User select the downward arrow on the right-hand side of the User whose access you'd like to remove. Confirm your decision by clicking on Remove

Set up access to a new account

In Online Banking

  1. Look for the account marked New, then select the arrow and in the dropdown menu, select Assign account
  2. Type in the User you wish to assign the account to and under Add another account search for the new account you'd like to give access to
  3. Select features you wish the User to have access to, then select Update
  4. Scroll down and select Save


Please note, the New indicator will only appear in your dashboard for 10 days after the account has been opened.

Joint accounts: If you want to add a User to a joint account, you’ll need to download and complete our Joint Account On-Share form (PDF 669KB), then take it into a branch to be processed.

Set specific days for User access to Online Banking

In Online Banking

  1. Go to Administration > User administration
  2. Select a User from the list
  3. Scroll down to select Network access times, then select Save

If you're the only approver on your account, the access time will now be updated.

Frequently asked questions

If your business network only requires one Administrator to perform admin tasks, your new User will now be active. However, if your Online Banking is set up to need more than one approval, the required number of extra Approvers will need to:

  1. Sign into Westpac Online Banking from a desktop
  2. Select the Approval button near the Sign out button
  3. Select the Other task tab, where they will see User settings pending approval.