Last updated: 8 October 2019
To maintain effective control over your organisation’s online banking activity, it’s important to make sure that only authorised individuals are able to view and transact from your accounts on HSBCnet. As such, we recommend that you periodically review your organisation’s user permissions and daily limits on HSBCnet, and make updates as needed.
We recommend that you regularly review the following frequently used permissions and update, as needed:
Type of permission |
Where to go to review/update |
|---|---|
Account signature groups and limits |
Account Management > Maintain Signature Limits |
User signature groups |
User Management > View/Modify User Access Level |
Authorisation entitlements |
User Management > View/Modify User Access Level and Modify Multi User Access Level by Account |
User status |
User Management > View/Suspend/Reactivate/ Delete/Create new user profiles |
Suspension of your organisation’s HSBCnet profile |
Contact your HSBC representative |
In addition to periodic reviews, we strongly recommend that you review your HSBCnet users’ access levels whenever your organisation updates the signing authorities in your account operations mandate. Maintained by your local bank, the mandate determines the individuals in your organisation who are authorised to operate your HSBC accounts. Whenever the account mandate is updated, please review your organisation’s HSBCnet setup to determine if access level changes are needed for specific users.
To view the Daily transaction limits in effect for your organisation, use the ‘Maintain Daily Transaction Limit’ feature in HSBCnet’s Company Management service.
Please note, to avoid possible delays or payment rejections, we recommend that you to use this service for limit viewing purposes only.
Your organisation’s Daily transaction limits cannot be increased in HSBCnet and if they are reduced, proper documentation must be submitted separately to your HSBC representative to increase the limit to its previous amount.
HSBCnet’s Administration Reports service and the Account Services Activity Log can also help you identify how your users and accounts are set up.
To learn more about managing permissions in HSBCnet, review the guides in the ‘User management’ section of the HSBCnet Help Centre.
If you need further assistance updating user access levels on HSBCnet, please contact your local HSBCnet Support Centre or HSBC representative.