System Administrators: we're making it easier for you to manage your transaction authorisers

Last updated: 8 March 2021

On 21 March 2021, we’re introducing a new ‘Maintain signature groups and authorisation limits’ screen in HSBCnet’s User management service. This page lets you easily view all of your users' signature groups and authorisation limits at a glance and quickly modify them in a streamlined workflow.

What you need to know

From 21 March 2021, the way that you set up and edit a user’s signature groups and authorisation limits will change. Once the new screen is introduced, you’ll no longer need to individually manage a user’s daily authorisation limits and signature groups in their ‘Permissions’ page.

To manage your transaction authorisers after 21 March, go to the User management service and simply select the ‘Signature groups & limits’ button from the top of the page.

Designed with you in mind

With the new ‘Maintain signature groups and authorisation limits’ screen, you’ll be able to:

• View all of your transaction authorisers at a glance:
  User details are listed by account, providing you with an overview of your organisation’s authorisers. Use the filters to customise your view based on your needs.
• Easily review an individual user’s groups and limits setup:
  The new screen gives you multiple summary views to help you identify which accounts and limits an individual user is set up for.
• View which users are assigned to each signature group:
  The 'View authorisers by signature group' link gives you a list of users for each signature group and service category.
• Quickly make changes for multiple users:
  The ‘Edit authorisations’ button allows you to update groups or limits for multiple users in a simplified workflow.

Here’s what the new screen will look like:

(select image to enlarge)

This update will be automatically made available for you. You don’t need to take any action to prepare for this change.

Find out more

To learn more about how to use this new screen, review our new guide.

If you need further assistance, contact your local HSBCnet Support Centre.