User Setup - Oak Telecom voxbox VB User Manual

2.2 User setup

Please note:
1. Users can obtain access to Wealth Online Banking
by completing the relevant sections of the Integrated
Application Form
2. Your Business Partner will set up your company within
the system on a date agreed between you and your
Relationship Manager
3. If the bank has granted both secure messaging and
enhanced secure messaging services, it is down to you
to decide who in your organisation should have access
4. The administrator can only give access to secure
messaging once a Business Partner has granted your
company the secure messaging service
1. The administrator can use their Online Banking Card
and PIN to log in to Online Banking here:
URL : https://www.barclayswealth.com/login/
action/logon/unauthenticated/corporate/
loginSigningGemplus
2. Click on the 'Admin' tab
2. Click on the 'Admin' tab
3. Click on 'Add corporate user' (or 'View
corporate users' if amending)
4
3. Click on 'Add corporate user' (or 'View corporate
users' if amending)
4. Populate/update the corporate user's details
5. Click on 'Services'
6. Ensure 'Secure messaging' is ticked
7. Scroll down until you see the 'Secure messaging'
section
8. Tick if your organisation chooses to allow enhanced
secure messaging to users, providing access to the
account closure and/or change of address services
9. Click 'OK'
10. You will be returned to the 'Maintain corporate user
details' screen, click 'Submit' – the changes will then
need approval by a second administrator
11. Repeat the user setup steps for all the users within
your organisation as per your requirements for secure
messaging and enhanced secure messaging