Skip to main content Skip to main navigation
Skip to access and inclusion page Skip to search input

How to manage who has account access

See what users have no access, non-value or value access to your online banking.

Westpac Live allows you to easily see which of your business’s accounts your users have been given access to. Furthermore, you can specify whether users have view-only access or additionally, the ability to transact from an account.

The Access level allows you to set the permissions for all users of your business banking in relation to each account:

  • No Access means that users cannot be assigned this account to view or access.
  • Non-value means that users are able to do certain things such as viewing details including account balance, transaction details, statements and voucher images.
  • Value means that users are able to view, create and make payments.

 

Step by step guide

Click Accounts.

Select the required access level.

OR

Click View users to see who can access and carry out banking tasks for that account.

Adding a third party Westpac account

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

Third party access may be useful in the following scenarios:

  • One company may need to give another company access to its accounts.
  • Multiple entities may need all accounts to appear under one network.
  • Owners or Directors of a business may need their personal accounts to be available in the network.

Third Party access set-up requires the account owners to have their signatures witnessed on the Third Party Access Authority form (PDF 106KB) in-branch.

 

  1. Repeat step 1 & 2 of the above walkthrough.
  2. Click Add a third party Westpac account.


 


Read more

How to update your contact details

Now your ABN is up to date, check your billing and contact details are up to date.

Hear why our business customers chose us

We're proud to help Australian businesses in their business achievements.

Help reconcile and control your cash flow

Get more help on setting up Bank Feeds, including help videos.