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An overview of Roles and Users, and creating Roles and Users on ATB Business

An overview of Roles and Users

To access the Admin features of ATB Business, click on the Admin tab on the main navigation bar and then select Roles & Users. This will take you to the Roles & Users page. You'll see that there are three tabs, Roles and Users and Audit Trail.

A Role includes a group of Users who all have the same permissions and responsibilities in ATB Business, while a User is an individual person within your company. For example, Wei and Letitia, each of them individual Users, are both Managers, the same Role.

When you look at the Roles tab, you'll be able to see any roles that have been previously created. They'll be listed by Role, the Description for that role, the number of Users assigned to that role, whether their Status is active or not and when these roles were Last updated. If you click on a role, you'll be able to see that role’s details.

The Users tab will give you an overview of all of the users, or individuals, from your company who’ve been added to ATB Business. They’ll be listed by Name, Username, Company, their Enrollment status and which Role they're assigned to.

Creating a Role

On the Role tab in the Roles & Users page, you'll notice that there’s a Create role button. Click that button to begin the new role process.

This will take you to the Role information page. Here you can add the Role name and the Role description.

When you click on the Next button after you’ve added the Role information, you’ll be taken to the Services & Permissions page. Here you’ll see an overview of all of the possible services and permissions that you can enable for this role. Select empty checkboxes to enable abilities for that role.

Let’s take a closer look at how to enable an ability for a role using Interac e-Transfer. Under Send, you’ll see a list of the accounts the company has with ATB Business. By clicking the checkboxes, you’re enabling these accounts for e-Transfers to be sent from them by this role.

Under Interac e-Transfers Send Permissions, you’ll be able to create the Interac e-Transfers Send limits and approval rules. You can choose whether you want to set the Approval rule for this action to No approval, Single approval, Dual approval or Deny when the transfer exceeds a certain dollar amount or if the daily amount exceeds a certain dollar amount. On the right you’ll be able to choose which roles have the ability to review and approve these transactions by clicking on the checkboxes.

You’ll see these same options available for you to customize in most of the other account functions, like Single EFTs, AGLC payments and Wires.

When you’ve finished creating the Services & Permissions for that role, click the Next button. This will take you to the Verification page. Here you’ll get an overview of all of the information you added to create this role, categorized under Info and Services & Permissions. If you want to make any changes, you can click Edit info or Edit services and permissions, depending on what section you want to make changes in. Under Services & Permissions, click on any of the tabs to expand them and see the details.

You can click Previous if you want to go back to make changes, or if you’re happy with everything, click Complete. A banner will appear indicating that you’ve successfully created the role.

If approvals aren’t in place to verify the edits you’ve made, then the changes will be immediate. If approvals are necessary, then the changes will come into effect when the approver gives the go ahead—this will be indicated in the banner. In that case, a notification would be automatically sent to another user requesting their approval.

Creating a User

In the Roles & Users page under the Users tab, click the Create User button.

You’ll be taken to the New user page to start the process. You’ll enter the User information, including their Username, First name, Last name and Email. You’ll be asked to Check username to make sure that the username hasn’t been taken already. When you’re done, click Next.

The next step is to assign a role to the new User. All of the existing roles will be listed under Select role. Once you’ve selected one, click Next.

The last step is to verify the details. If everything looks good, click Create User. If you need to make any edits, click Previous.

Once the new User has been created, you’ll see a success message letting you know that the User has been successfully created. You’ll have the option to Create another user or click Done. The User will get an email inviting them to set their password and log in to the platform.

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