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What’s changing in Bankline roles?

Overview Open in new window
Key things to know Open in new window
6 new roles Open in new window
What can I do to get ready Open in new window
FAQs Open in new window
Contact us Open in new window

Overview

We're making Bankline admin simpler.

We’re introducing a new admin structure that gives you clearer visibility and control over what your users can do. We’ll replace the 22 master roles with 6 ready-made roles designed to simplify user management and help keep things secure. We’re confident that the new roles will be a great fit for most users, and you’ll still be able to customise them if needed.

These changes will be introduced in the coming months. We’ll keep you updated and support you every step of the way.

Here’s what you need to know now, and a few things you can do to prepare.

Key things to know

  • We’re changing how roles work in Bankline.

  • We’ll give you several weeks’ notice, and we’ll start moving some customers toward the end of this year.

     

And when you move:  

  • Nothing will happen to your current permissions –users will still have the same access they do now, so you continue undisrupted.
  • You won’t need to change things straight away. We’ll give you time to adapt and help you along the way. We still encourage you to move your users to new roles soon, so you can take advantage of the simpler, safer structure.

The 6 new roles

These ready-made roles will allow users to perform defined tasks across all accounts.

They’ll also serve as templates for any custom roles you need to create.  

Name Description Who is it for?
Account viewer View balances and transactions Users doing reconciliations and other non-payment tasks
Payment raiser Raise payments, and view balances and transactions Users who raise payments, but don’t approve them
Payment approver Approve payments, and view balances and transactions Users that approve payments, but don’t raise them
Payment controller Manage all core payment activity (raise and approve) Users that need to both raise payments, and approve payments raised by others
Account leader Oversee and manage payments, accounts and admin Users that need to raise and approve payments, manage accounts and profile administration
Admin Set up and manage users, accounts and profile settings Users who manage their Bankline profile and accounts, but don’t need access to balances or payments

For a more detailed view of these roles and their permissions, download this comparison table. 

What to do to get ready

The best way to prepare is to make sure your profile is tidy and up to date. 

Review your roles and users

You can export a report of your roles and users to see if anything needs updating. How to export

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Remove anything you don’t need

Delete any users and roles that are no longer needed. This housekeeping guide will help.  

Information Message

Explore the new roles

Download the comparison table and reflect on which of your users will need each role. Consider if any customisation will be needed to align the roles to your operating model. If you plan ahead, you'll be in a great position when the changes arrive.

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What we’ll do to support you

We’ll have plenty of support in place well in advance of the change, including webinars, videos and support guides. 

Cora will be able answer questions about the new roles, and we’ll keep this page updated with the latest advice and resources. 

We’ve also built support into the new screens in Bankline to help you find the right role for your users and move your users to those roles efficiently. 

Frequently Asked Questions

Contact us

All the latest information about this change is available on this page.

We'll bring you more details by email, and in Bankline, several weeks before the change takes place.

If you have any questions, please select ‘Chat now’. Cora can provide support and connect you to one of our advisers if needed.

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