Santander Connect Help Centre

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Dual Administration

What is Dual Administration?

This is an optional security feature within Santander Connect which requires two different Administrator users to approve certain Administration Changes.

When Dual Administration is on, we recommend you have at least three administration users to ensure you have a back-up if one Administrator is not available. This will allow your company to make urgent Administration changes without delay.

Which Administration Services are controlled by Dual Administration when it is enabled?

The following administration settings will be controlled by Dual Administration:

  • Customer Address (within customer details menu)
  • Payment Limits (within customer details menu)
  • Create a new user role (within manage roles menu)
  • Edit an existing user role (within manage roles menu)
  • Delete a user Role (within manage roles menu)
  • Creating a new User (within manage users menu)
  • Editing an existing User (within manage users menu)
  • Deleting an existing User (within manage users menu)

Any changes to the settings above will require two separate Administrator users to approve (one Administration user to request the change and a separate Administration user to review and approve the change.)

How do I review changes requested by another Administrator?

In the Dual Administration queue you can see all changes pending approval by a second Administrator. You can also see which uses have requested the changes. You can click on each request to review the detail of the change.

How do I access the Dual Admin queue?

To see the Dual Administration queue you need to have the Dual Administration Role assigned to your user. Please speak to your Administrator if you need access.

How do I approve changes made by another Administrator?

In the Dual Administration queue you can see all changes pending approval. You can review the changes pending approval and by using the action buttons you can approve. You will need to use your security device to approve any Administration changes.

Please note: to approve requests you must have the Dual Administration service assigned to your user. If you require access. Please speak to your Administrator.

Please note: You cannot approve any requests you have made yourself.

How do I cancel changes made by another Administrator?

In the Dual Administration queue you can see all changes pending approval. You can review the changes pending approval. You can use the action buttons to cancel these requests. When cancelling you can add comments to inform other users why the request has been cancelled.

Please note: to cancel requests you must have the Dual Administration service assigned to your user. If you require access. Please speak to your Administrator.

Please note: You cannot cancel any requests you have made yourself.

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