Javascript is required Creating a user - ABN AMRO

Creating a user

Management

  • Before you add a new user, first create a Data Access Profile. A Data Access Profile is a collection of accounts. Users only have access to the Data Access Profiles that are connected to their account. By default, the Data Access Profile 'All Accounts' is selected. If a user is not allowed to have access to All Accounts, you can create a specific Data Access Profile.
  • First, request an Access Card for each new user. Then follow the steps shown below to create the user in Access Online.

Go to: AOL Classic > administration > Security > Add User Wizard

Part 1 – Personal Data

  • Enter a username in User Name.
    Every username must be unique and comprise at least five characters.
  • Enter at least the compulsory information.
  • Select the Account Number and enter the 3-figure Card Number of this user's Access Card
  • Select the Language.
  • Select the Country.
  • Click Next.

Part 2 – Assign roles

Our advice: divide the roles between various users, so that one user can create payments, for example, and a different user can approve those payments.

  • Specify the roles to be allocated to the user in Access Online.
    • View payroll payments: tick Salary Payments.
    • View reports: select the correct Data Access Profile and tick All Roles in Reporting.
    • Create payments: select the correct Data Access Profile and tick All Roles in Initiate Payments.
    • Approve payments: select the correct Data Access Profile and tick All Roles in Authorise Payments.
    • Perform management tasks: select the correct Data Access Profile and tick All Roles in User Administration.

For more information about the various roles, go to 'The most frequently used roles in Access Online'.

  • Click Next.

    Please note: if you see the message 'No Policy(s) found', you have not yet created an authorisation policy. You can do this at a later stage via Authorisation policy.

Part 3 - Completion

  • Click Next again.
  • Click Submit.
  • To create another user, repeat the steps under 'Part 2 – Assign roles'.
  • When you have finished creating all the new users, click Authorise Now.
    If you cannot click 'Authorise Now', this is because a colleague needs to approve your changes.