Self-service functions for business customers

As a business customer, you can manage your users’ rights independently in the administration area within your e-finance. Use the self-service function to make changes and order reports at any time, even outside opening hours.

An overview of the self-service functions

  • Register new users and authorizations
  • Edit or delete existing users and authorizations
  • Begin ordering customer documents
  • Check and approve orders
  • Change ISO version independently

  • Log in to e-finance and go to “Settings and profile” in the top right. You can find the administration area under the heading “Administration”.

    E-finance login

  • Access to the administration area and user administration in e-finance is granted to users who have “Admin” e-rights with the “Individual” or “Collective” signature type.  

  • The administration area is available only to users who have admin rights. Business customers can assign the e-right “Admin” with the signature type “Individual” or “Collective” to additional users via the “Admin electronic right for user” form. Download the form directly or contact your customer advisor.

  • In the administration area, go to the “User administration” overview.

    • To add a new user, including authorizations, click on “Create user”. When entering authorizations, you can use the options “Individual authorization”, “Copy existing user” and “Authorize all”.
    • To delete an existing user, click on the button with three dots.

  • In the overview under “User administration”, select a user and go to “Details”.

    • To add authorizations, click on “New authorization”. You can choose from the options “Individual authorization”, “Copy existing user” and “Authorize all”.
    • To edit existing authorizations, click on “Edit”.
    • To remove existing authorizations, click on the button with three dots.

  • Users (add, edit, delete) can be managed for different customer relationships by selecting the relevant options.

    • Individual authorization: assign individual rights or make subsequent corrections to larger authorization packets.
    • Copy existing user: copy an existing user in order to assign another person the same rights. Individual products can be excluded when assigning rights, if necessary.
    • Authorize all: define an authorization profile for each contract type. This applies to all contracts in the customer relationship. If authorization profiles have been selected that are not permitted for a specific contract or service, the next possible authorization profile will be assigned. 

  • Changes that have not yet been processed by the system or approved as part of a dual-checking process.

  • Under “Reports and deliveries”, you can order the customer documents “Authorizations report” and “Deliveries report” independently and free of charge.

  • The report contains an overview of authorizations and privileges for each individual user entered for the business customer relationship.

  • The report contains an overview of active deliveries for the customer relationship (e.g. account statements, interest statements, payment confirmations or camt detailed notifications).

  • Once the order has been completed, you can find your reports as a PDF file under the “Documents” heading in e-finance.

  • It usually takes a few minutes to process your order. 

  • You need e-finance and a physical signing right or the Admin electronic right for user (see “Access to administration area”).

  • You can make the modifications in e-finance under “Settings and profile” in two ways, depending on the rights/role assignment

    • Option 1: Go to the overview and select My services > Notifications > Edit
    • Option 2: Go to the administration area and select Reports and notifications > Notifications > Edit

    The link will open in a new window Find out more about the self-service ISO version change (PDF)

Download factsheet

Get a compact overview of our self-service functions.