Step 1
Your smartcard, card reader and smartcard PIN will arrive around 7 days after the ‘Step 1’ email we sent. While you’re waiting, there’s plenty to do to get ready.
This is the ideal time to talk to your team and gather the info you need.
Here’s an overview of what to cover. For more details, see the sections below and use the workbook, where you’ll find specific questions to ask.
Use this workbook to gather the details. You can then refer back to it when you’re setting up your profile.
Tip:
Gather the basic info that works for you. Don’t worry if you’re not sure on something, you can refine and adapt later.
When deciding who needs access, factor in cover for illness and holidays.
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Bankline has various payment limits and controls to help keep your finances secure and support your security processes.
You can update these settings anytime, but it’s a good idea to start off with some limits and controls in place.
Ask yourself and your team these questions, and jot the answers down in your workbook. This will help you decide on your settings.
Roles control what users can see and do in Bankline. You can give each user as many roles as they need.
We’ll come back to setting up roles when you’re logged in. But it’s handy to know how they work, to help with your conversations about what tasks your team members will do in Bankline.
Bankline has ready-made ‘master’ roles which cover some of the most common types of tasks users do. They apply across all accounts in Bankline. Think of master roles like your set menu options at a restaurant.
There are some cases where you might need something more specific, for example, if you want to give users access to raise payments only on certain accounts. That’s where customisable ‘customer roles’ come in.
Make a note of any user you think this may apply to, and we’ll explain how to create customer roles for them when you’re logged in in Step 2.
(Standard admin)
That’s you! And anyone else who’s going to share admin duties. This lets the holder manage payment preferences and controls, set up and manage accounts, and set up users and manage what they can do.
This one’s for viewing balances and transactions. It also lets you register and manage accounts. Particularly useful for anyone doing account reconciliation.
(Key All Pymts)
Need a user to raise and edit payments of all types? This is the role for you. Note, this won’t let the user approve any payments.
You can set up custom payment roles, to limit this role to certain payment types.
This won’t let the user raise or edit payments, but it will let them approve any payments raised in Bankline. They can’t approve any payments they’ve raised themselves.
You can customise it to apply to certain types of payments.
Review the master roles with your team. Decide whether these will work for your business, and who will need which roles.
If there are users who might need customer roles, note that down too.
Tip: It’s unlikely anyone will need access to everything. To keep things safe, make sure to set up users so they only have the roles and access they need.
We’ve now been through everything you’ll need for the planning session.
In the coming weeks, you’ll need to spend time setting up users and accounts and helping your team with Bankline. We recommend blocking out some time in advance for this.
Best of luck with your planning session!
If you’d like to get a feel for Bankline and a sneak preview of what’s coming up in Step 2, you can always have a read of the Bankline blog, or download our support guides.
