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

How to update third-party access to your business accounts

In Online Banking, Administrators can edit and remove third parties.

How do I manage third-party access to online accounts?

  1. Sign in from a PC using your 8-digit customer number and password. You have to be an Administrator to be able to complete this task
  2. Hover over Administration and select User administration
  3. Select Accounts to see the accounts you can manage, then select View third party access for the account you wish to update
  4. Click on the arrow on the right-hand-side of a User to Remove them (which is confirmed immediately) or Edit them (which requires Step 5)
  5. Choose the required Access settings, then select Save and Confirm.

 

If the change you’ve made doesn’t require additional approvals, third-party access has now been updated. Otherwise, a ‘Further approval required’ message will be displayed in User administration under the Administration menu.

 

What different ways can I share access to my business accounts?

With Westpac Online Banking you can give a family member, co-worker or a professional such as an accountant or bookkeeper, access to your accounts through a choice of methods:

  • Add User – where all nominated Users see the shared account(s) in the same view in Online Banking.
  • Third-party access – where the shared account appears alongside other Westpac accounts viewed online by a third party, which could be a parent company, a subsidiary, or an accountant.

Use our handy guide to compare the account sharing methods you can manage in Online Banking.here.

How do further approvals work?

Additional Approvers will need to sign in to Online Banking, select the Approval button and Administration tab, then select the appropriate Approve button.

 

Once all the required approvals have been completed, the authorised person or business will receive confirmation (by email and through the message centre) that third-party access has been updated or removed.

What do the steps look like?

Hover over Administration and select User administration.

Select Accounts to see the accounts you can manage, then select View third party access for the account you wish to update.

Click on the arrow on the right-hand-side of a User to Remove them (which is confirmed immediately) or Edit them (which requires Step 5).

Choose the required Access settings, then select Save and Confirm.

 

If the change you’ve made doesn’t require additional approvals, third-party access will now have been updated. Otherwise, a ‘Further approval required’ message will be displayed in User administration.