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Help getting started for administrators

Starting out on Bankline

We’ve brought together all the support you need to get off to a great start. 

You’ll find what you need to do at each stage – from getting your team ready, to logging in and setting up accounts. 

Like moving to a new home

When you first log in you’ll find an empty profile to customise in the way that works for your business. Taking the time to set things up well will make managing your finances easier and more efficient. We’re here to help at every stage, with online support and live chat. 

Tip: Depending on your business, you might not need everything in this hub or every Bankline setting. Choose for yourself the level of detail that works.

Choose the step you're up to

Step 1

Waiting for my smartcard

Learn how to get your team ready before your smartcard arrives, and get a feel for Bankline.   

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Step 2

Got my smartcard - log in and set up

It’s time to log in and set up your accounts and users. 

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Step 3

Get your team onboard and find onward support

Help your team settle in, fine tune your set-up and get the best from Bankline.

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How to use the hub

  • Follow the steps, and at each point we’ll provide relevant guidance and resources. 
  • You can stop whenever you like and pick up where you left off using the links in the steps above. 
  • In Step 1 you’ll find a workbook for noting down key info. This will be useful in later steps too.  
  • In Step 2 you’ll be ready to log in. Have the hub open when you log in, as we’ll help you get orientated and give you instructions on what to do next.
  • If you come across a term you don’t understand, you can find explanations in the Jargon buster. 

Meet Cora, your digital assistant for Bankline

Cora can help with your questions, whenever you’re in Bankline. Just click the chat button on the bottom right of this page, or on any Bankline page.  And if you need more support, she can connect you to our online Bankline experts (available in working hours).

More support

 ‘How to’ FAQ articles 

Search our FAQs for answers to any Bankline question.

Search FAQs

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Bankline blog

Read the latest updates, get handy tips, and hear from our team and other businesses who use Bankline.

Check out the Bankline blog

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Support guides

Want to learn at your own pace or dive into the details?

Download our support guides 

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Contact us

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Cora

Cora, our AI assistant, can answer your questions 24/7, and connect you to an adviser. Start a chat by clicking the ‘Chat now’ button at the bottom right of this page, or any other Bankline screen. 

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Webchat

Our Bankline experts are online and ready to help 8am to 5pm, Monday to Friday, excluding public holidays. 

Start a chat by clicking ‘Chat now’ and ask to speak to an adviser. Cora will connect you in working hours. 

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Telephone

Prefer to give us a call? The Bankline helpdesk is here to help with complex queries. Call us on:  

0345 300 2942 

Lines open 8am to 5pm, Monday to Friday.  Excluding public holidays. 

Relay UK users can call us on 18001 0345 300 2942. 

+44 345 300 2942  (outside the UK) 

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