Your selected question

Q:

How do I assign a SEPA Direct Debit Origination role to a user?

A:

You must first assign SEPA Direct Debit Origination roles to users, using the Master Roles already setup or creating customer roles of your own. You then assign SEPA Direct Debit Creditor IDs to those specific users.

These steps must be completed by a Bankline Administrator.

The Bankline Administrator must have the SEPA Direct Debit Origination administration role before they can assign it to other users.

  1. Select Administration from the left hand menu.
  2. Select Manage Users.
  3. Identify the specific user to give SEPA Direct Debit Origination roles to, click on the underlined link.
  4. The Edit user screen is displayed.
  5. At the bottom of the page select Edit roles/smartcard.
  6. A Master role has already been setup for SEPA Direct Debit Origination, called Superuser SEPA DDO. This role allows full SEPA Direct Debit Origination admin functionality, submit, authorise, remove, download, file enquiry and mandate enquiry permissions for assigned Creditor IDs.
  7. Check the tick box next to the role you want to assign to that user. Removing a tick will remove that role.
  8. Select Continue.
  9. Select Confirm changes on the Edit user confirmation screen.

When you assign a role to a user, that user will be able to perform that role for all Creditor IDs allocated to that user.

If you have added a role which requires smartcard authorisation (identified by a padlock displayed beside the role name) you will need to authorise this change.

  1. Click To do this now click here.
    The smartcard authorisation screen is displayed.
  2. Select your change by ticking the relevant box.
  3. Click Authorise selected.

The smartcard authorisation screen is displayed. You need to authorise your action using your smartcard and reader.

Smartcard Authorisation

If you added a role which does not need smartcard authorisation, the Manage Users screen will be displayed and the change is available to the user.

Did this article answer your question?