Santander Connect Help Centre

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User Administration

How do I create a new user?

Administrators have the ability to create new users. To add a new user to your service please follow our quick guide here, or follow the instructions below:

  • Step 1. Navigate to the ‘Administration’ tab and select ‘Manage Users.’
  • Step 2. Select ‘Create new user’
  • Step 3: Enter the users personal details (fields marked ‘*’ are mandatory) and press ‘continue
  • Step 4: Select the user’s roles and press ‘continue’ this will determine what the user has access to online.
  • Step 5: Select your users preferred mailing location
  • Step 5: Order your user a security device (Only required for users who can authorise transactions)
  • Step 5: Use your security device to create the new user. Signature Authentication is always required when creating a new user

Your new user will now receive their log on details to their registered email address.

How do I edit an existing user?

Administrators have the ability to edit existing users. To edit a user please follow the instructions below:

  • Step 1. Navigate to the ‘Administration’ tab and select ‘Manage Users.’
  • Step 2. Select the desired user by clicking their User ID.
  • Step 3: Once in the user's profile, select ‘Edit User’ from the Options menu at the bottom of the page.
  • Step 4: To change an aspect of the user's details, make the required change and press ‘continue’.  Or if you wish to change an aspect of their service access select the ‘Edit Role’ button, this allows you to view and change the user's role allocation, press continue after making the required adjustment. 
  • Step 5: Use your security device to authenticate the transaction. Signature Authentication is always required for adding, editing or removing a user.
How do I suspend an existing user?

Suspending a user means that you be temporarily suspend a user’s access to online banking. Perfect for employees who may be absent for a length of time and will not need access to your company’s online banking but you do not wish to delete their user entirely. Administrators have the ability to suspend users.  

Once suspended you will need re-activate your user in order for them to access your online banking. 

To suspend a user please follow the instructions below:

  • Step 1:  Navigate to the ‘Administration’ tab and select ‘Manage Users.’
  • Step 2: Select the desired user by clicking their User ID from the Manage Users menu.
  • Step 3: Once in the user's profile, select ‘Suspend User’ from the Options menu at the bottom of the page.
  • Step 4: Use your security device to authenticate the transaction. Signature Authentication is always required for adding, editing or deleting a user
How do I re-activate a suspended user?

To re-activate a suspended a user please follow the instructions below:

  • Step 1:  Navigate to the ‘Administration’ tab and select ‘Manage Users.’
  • Step 2:  Select the desired user by clicking their User ID from the Manage Users menu.
  • Step 3: Once in the user's profile, select ‘Re-activate User’ from the Options menu at the bottom of the page.
  • Step 4: Use your security device to authenticate the transaction. Signature Authentication is always required for adding, editing or deleting a user
How do I delete an existing user?

Deleting a user permanently removes a user’s information and records from your online banking service. Administrators have the ability to delete users.

To delete a user please follow the instructions below:

  • Step 1:  Navigate to the ‘Administration’ tab and select ‘Manage Users.’
  • Step 2:  Select the desired user by clicking their User ID from the Manage Users menu.
  • Step 3:  Once in the user’s profile, select ‘Delete User’ from the Options menu at the bottom of the page.
  • Step 4: Use your security device to authenticate the transaction. Signature Authentication is always required for adding, editing or deleting a user
Is there a limit to how many online users that can use my service?

No. You can have as many online banking users as necessary to meet the needs of your business.

Please Note – You may be charged for additional users. We strongly recommend that your carefully consider who has access to your online banking system to protect you from fraudulent transactions.

What is the user’s authorisation limit?

This is the maximum payment amount that the user is allowed to authorise.

What are user roles?

User roles define what accounts and services your users have access to online. These can be changed at any time by administrator users. Depending on your online service you will be able to select a number of standard predefined user roles, or alternatively you can create a customised user role unique to your business needs.

What are the standard roles?

User roles define what accounts and services your users have access to online. These can be changed at any time by administrator users. Depending on your online service you will be able to select a number of standard predefined master roles, or alternatively you can create a customised customer user roles unique to your business needs.

  • Master roles: These are pre-defined roles designed around typical roles within a company and are ready for immediate use. You cannot change or edit these, but you can copy them to quickly create your own role with similar services.
  • Customer roles: These are roles created by you, based on the different services and functionality required for the day to day responsibilities of your users
Master Roles and Definitions
  • Account Operator* Contains all the account information services and allows users to manage the company’s accounts. This includes access to all balances, statements and account services.
  • Administrator* Contains all the administration services and allows users to fully manage the administration functions on behalf of the company.
  • Administrator Superuser Allows access to all account information services and some administration services. Offers flexibility between accessing accounts and maintaining administrative functions.
  • Auditor contains the audit service and provides users the ability to view audit records.
  • Balances Operator Provides user’s access to view balances only.
  • Key Standard Payments Provides users with access to all the standard payment services (except authorisation). This includes the ability to make, edit, cancel and import single and bulk standard payments and Inter Account Transfers.
  • Key All Payments Provides users with access to all the payment services (except authorisation). This includes the ability to make, edit, cancel and import single and bulk standard payments, Inter Account Transfers, CHAPS and International payments.
  • Key and Authorise All Payments* Provides users with access to all the payment services (including authorisation). This includes the ability to make, edit, cancel, import and authorise single & bulk standard payments, Inter Account Transfers, CHAPS and International payments.
  • Key and Authorise Domestic Payments Provides users with access to all the standard payment services (including authorisation). This includes the ability to make, edit, cancel, import and authorise single and bulk standard payments and Inter Account Transfers.
  • Authorise All Payments Provides users with access to all the payment authorisation services.
  • Authorise Domestic Payments Provides users with access to all the standard payment authorisation services.
  • Payment Superuser Allows access to all available services to a user and includes all account information, administration, audit and payment services.
  • Payment Superuser – Domestic only Allocates users all account information, administration and audit services with all standard payment services only (single and bulk standard payments and Inter Account Transfers).
  • Trade Services Provides users with integrated access to our online trade finance service - Client Trade. Please note, this service is not part of Santander Connect as standard.

* These roles are the only available roles in the Santander Connect service. Additional roles are available in the Santander Connect plus Service.  

For a list of the services assigned to each role please selection your service below;

How do I create a new user role?

To create a new user role please follow the instructions below:

  • Step 1: Navigate to the ‘Administration’ tab and select ‘Manage roles.’
  • Step 2: Enter a name for your user role.
  • Step 3: Select the services that you would like your user role to be able to access online.
  • Step 4: Select the accounts that you would like your user role to be able to access online.
  • Step 5: Use your security device to authenticate the transaction. Signature Authentication is always required for adding, editing or deleting a user

Once confirmed your new user role can be assigned to any of your users.

How can I see what access each of my users has?

All administrator users have access to an exportable report that collates information from a number of screens. This allows you to easily see what actions and which accounts each of their users has access to online

To find this report please follow the instructions below:

  • Step 1: Navigate to the ‘Administration’ tab and select ‘Manage users.’
  • Step 2: Select the type of report you which to export at the bottom of the screen
  • Step 3: Select the format of the export (CSV or PDF)

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