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Q:

How do I switch dual control for templates on or off?

A:

When Dual control is switched on, templates created or edited by a user will need to be double checked and approved by a second user.

Organisations that joined Bankline from 5 March 2018 and have more than one Bankline user will find that dual control is automatically switched on.

As an extra line of security for your business, we recommend you leave it in place, but you can turn it on or off at any time.

Here's how you switch it on/off:

  1. Select 'Administration' from the left hand menu, then 'Customer details'
  2. Select the title of the second box, 'Payment preferences'
  3. Under the subheading 'Bank set payments' you'll see ‘Templates dual controlled'
  4. Select 'Yes' or ‘No’ to turn dual control on or off
  5. Select 'Confirm', check your changes then 'Update'
  6. You'll then need to approve this with your Smartcard and reader

The change will apply to all newly created or edited templates.

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