Document 202355
How to amend mandates/ limits for users on Single Authorisation 1.From the main page, click on “Administration”: 2. Select amend on the mandate you wish to edit: Metro Bank PLC is registered in England and Wales, company number: 6419578. Registered office: One Southampton Row, London, WC1B 5HA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. C331 OF S223 (12/13) 3. Amend the existing mandate by completing the fields. Then submit: n.b. limits cannot exceed £50,000, BACS is subject to approval by your relationship manager. Metro Bank PLC is registered in England and Wales, company number: 6419578. Registered office: One Southampton Row, London, WC1B 5HA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. C331 OF S223 (12/13) 4. Review and confirm the details if you are happy: Note that amending a Mandate requires your hard token; when prompted for your “password” turn on your token, enter your pin and press OK, then OK again. Then enter the number displayed on the token as the password. Metro Bank PLC is registered in England and Wales, company number: 6419578. Registered office: One Southampton Row, London, WC1B 5HA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. C331 OF S223 (12/13) 5. User Mandate has successfully been amended: 6. Assign your newly updated mandate by navigating to “List Current Users”, then click on amend for the user you wish to apply your new changes to: Metro Bank PLC is registered in England and Wales, company number: 6419578. Registered office: One Southampton Row, London, WC1B 5HA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. C331 OF S223 (12/13) 7. Click on the Mandate field and select the mandate you want to assign to the user: Metro Bank PLC is registered in England and Wales, company number: 6419578. Registered office: One Southampton Row, London, WC1B 5HA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. C331 OF S223 (12/13) 8. Submit once selected and confirm the change: 9. Confirmation that you have assigned your Mandate: 10. Log out before you make any other changes. Metro Bank PLC is registered in England and Wales, company number: 6419578. Registered office: One Southampton Row, London, WC1B 5HA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. C331 OF S223 (12/13) How to amend Access Groups for users on Single Authorisation 1. From the main page, click on “Administration”: 2. Select the “Access Groups” button as below, then click on amend for the user you wish to edit: Metro Bank PLC is registered in England and Wales, company number: 6419578. Registered office: One Southampton Row, London, WC1B 5HA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. C331 OF S223 (12/13) 3. Update the tick boxes with the access you wish the user to have and submit: Metro Bank PLC is registered in England and Wales, company number: 6419578. Registered office: One Southampton Row, London, WC1B 5HA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. C331 OF S223 (12/13) 4. Review the details and confirm: Note that amending an Access Group requires your hard token, when prompted for your “password” turn on your token, enter your pin and press OK, then OK again. Then enter the number displayed on the token as the password. Metro Bank PLC is registered in England and Wales, company number: 6419578. Registered office: One Southampton Row, London, WC1B 5HA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. C331 OF S223 (12/13) 5. User Access Groups successfully updated: 6. Assign your newly updated Access Group by navigating to “List Current Users”, then click on amend for the user you wish to apply your new changes to: Metro Bank PLC is registered in England and Wales, company number: 6419578. Registered office: One Southampton Row, London, WC1B 5HA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. C331 OF S223 (12/13) 7. Click on Access Group and then select the access group you want to assign to the user: 8. Submit the change and confirm: Metro Bank PLC is registered in England and Wales, company number: 6419578. Registered office: One Southampton Row, London, WC1B 5HA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. C331 OF S223 (12/13) 9. Confirmation that you have assigned your Access Group: 10. Log out before you make any other changes Metro Bank PLC is registered in England and Wales, company number: 6419578. Registered office: One Southampton Row, London, WC1B 5HA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. C331 OF S223 (12/13) How to Amend User Account Groups on single authorisation 1. From the main page, click on “Administration”: 2. Select the “Account Groups” button and then click on amend for the user you want to update: Metro Bank PLC is registered in England and Wales, company number: 6419578. Registered office: One Southampton Row, London, WC1B 5HA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. C331 OF S223 (12/13) 3. If you wish the user to have access to all accounts, select ‘All’ from the Include/Exclude/All field. And then leave all of the other fields blank. If you wish to exclude an account - select ‘All’ from the Include/Exclude/All field AND select ‘Exclude’ from the Include/Exclude field, followed by the account number you wish to exclude. If you wish to include/exclude multiple accounts, click on the “+” button. Metro Bank PLC is registered in England and Wales, company number: 6419578. Registered office: One Southampton Row, London, WC1B 5HA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. C331 OF S223 (12/13) 4. Confirm your changes: Note that amending an Account Group requires your hard token, when prompted for your “password” turn on your token, enter your pin and press OK, then OK again. Then enter the number displayed on the token as the password. Metro Bank PLC is registered in England and Wales, company number: 6419578. Registered office: One Southampton Row, London, WC1B 5HA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. C331 OF S223 (12/13) 5. User Access Groups successfully updated: 6. Assign your newly updated Account Group by navigating to “List Current Users”, then click on amend on the user you wish to apply your new changes to: Metro Bank PLC is registered in England and Wales, company number: 6419578. Registered office: One Southampton Row, London, WC1B 5HA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. C331 OF S223 (12/13) 7. Click on Account Group and then select the account group you have just edited: 8. Confirm the updates: Metro Bank PLC is registered in England and Wales, company number: 6419578. Registered office: One Southampton Row, London, WC1B 5HA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. C331 OF S223 (12/13) 9. Account Group successfully assigned: 10. Log out before you make any other changes. Metro Bank PLC is registered in England and Wales, company number: 6419578. Registered office: One Southampton Row, London, WC1B 5HA. We are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. C331 OF S223 (12/13)
© Copyright 2024