It's easy to add, remove and change permission levels of users on your account by selecting 'Business profile' and 'Users and roles'.
There are different levels of access you can grant to users on your account. These are:
Signatory
This is a trusted person who is entitled to execute and authorise financial transactions and make changes to the account details.
Admin Signatory
This is a trusted person who has administrative rights in an account and is entitled to execute non financial activity in the account
Read only user
This is is a trusted person who can view only activity in the account.
We'll send additional users an email to set up their password. They'll also be able to add and verify their mobile number which will allow them to access the account.
The table below shows the permissible actions for each role.
| Action | Full Signatory | Admin Signatory | Read Only |
|---|---|---|---|
| Login | Yes | Yes | Yes |
| Open a savings account | Yes | Yes | No |
| View information - entity details, users and all savings accounts | Yes | Yes | Yes |
| Access a savings account | Yes | Yes | Yes |
| View savings account specific information | Yes | Yes | Yes |
| View statements | Yes | Yes | Yes |
| Withdraw money to nominated account | Yes | No | No |
| Transfer money between accounts | Yes | No | No |
| Request change of nominated account | Yes | No | No |
| Manage information - entity details, users and all savings accounts | Yes | No | No |
| Close a savings account | Yes | No | No |
| Close Aldermore account | Yes | No | No |