What is Role Management

Role Management is the process that defines what users can perform using Business Online.

When creating a new Role, you will be presented with ATB products and services that are enabled for your business. Administrators add permissions by clicking on the applicable services and associated options that appear on the screen.

  1.  Log into ATB Business and click Admin
  2.  Select Roles & Users from the dropdown
  3.  Select the Roles tab
  4.  Select Create Role
  5.  Provide a name for the role
  6.  Select Next
  7.  Select the options the role is allowed to perform
  8.  Select Next
  9.  Verify that details are correct and select Complete
  10.  If approval is required, the request will not be completed until approved. 

The Corporate Admin role can be edited to specify approving roles for when mandated approvals have been specified for payment services.

  1. Log into ATB Business and click Admin
  2. Select Roles & Users from the dropdown
  3. Select  the Roles tab
  4. Select the Corporate Admin Role 
  5. Select Edit Role 
  6. Changes to the Corporate Admin role name and description is not allowed
  7. Select Next
  8. Update the approving roles for the payment services that have a mandated approval required
  9. Select Next
  10. Verify the details are correct and select Save edits
  11. If approval is required, the request will not be completed until approved.

It depends on how the company has set up approvals. Roles become  active immediately unless approval is required. If approval is required, the Role is considered to be pending and won’t become active until approval has been provided.

  1.  Log into ATB Business and click Admin
  2.  Select Roles & Users from the dropdown
  3.  Select the Roles tab
  4.  Select the Role that requires editing
  5.  Select Edit Role 
  6.  Update the role name and/or description (optional)
  7.  Select Next
  8.  Update the options the role is allowed to perform
  9.  Select Next
  10.  Verify the details are correct and select Save edits
  11.  If approval is required, the request will not be completed until approved.

It depends on how the company has set up approvals. Edits to Roles become  active immediately unless approval is required. If approval is required, edits to the Role are considered to be pending and won’t become active until approval has been provided.

  1. Business-level limits are set by ATB. ATB team members can modify these limits in consultation with your company’s signing authorities and Corporate Admin. Business-level limits apply to all Users performing transactions, including the Corporate Admin. Role-level limits must be equal to or lower than business-level limits.
  2. Role-level limits are managed by the Corporate Admin or a User with Manage Role permissions. The User with Manage Role permissions can set limits for various types of payments and transactions for each Role.

When creating or editing a Role, the User will be presented with products and services that are enabled for the company. Approvals are applied by clicking on the applicable services and associated options that appear on the screen. There will be dropdowns with the following options for the type of approval required: 

  1. No Approval Required: This is the default ATB Business approval level 
  2. Single Approval Required: Actions completed by a User with Manage Role permissions will require the approval of one other User with the same entitlement 
  3. Dual Approval Required: Actions completed by a User with Manage Role permissions will require the approval of two different Users with the same entitlement 
  4. Deny: A User may have a specified limit amount. If this limit is exceeded, the transaction will fail and not be sent for approval

Note: Users cannot approve their own transactions nor can a User approve the same transaction twice if dual approval is required.

When creating or editing a Role, the User will be presented with ATB products and services that are enabled for the company. Limits are applied by clicking on the applicable services and associated options that appear on the screen. There will be form fields to apply dollar amounts as limits for each product. Role-level limits must be equal to or lower than business-level limits.

A Role may not be edited further until previous requests for approval have been completed. If there are no pending approvals, edits can be made.

At this time, a Role cannot be deleted.

Contact ATB Client Care at 1-877-363-4855

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