Get a compact overview of our self-service functions.
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
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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”.
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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.
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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.
The link will open in a new window Admin electronic right for user (PDF)
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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.
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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.
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- 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.
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Changes that have not yet been processed by the system or approved as part of a dual-checking process.
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Under “Reports and deliveries”, you can order the customer documents “Authorizations report” and “Deliveries report” independently and free of charge.
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The report contains an overview of authorizations and privileges for each individual user entered for the business customer relationship.
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The report contains an overview of active deliveries for the customer relationship (e.g. account statements, interest statements, payment confirmations or camt detailed notifications).
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Once the order has been completed, you can find your reports as a PDF file under the “Documents” heading in e-finance.
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It usually takes a few minutes to process your order.
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You need e-finance and a physical signing right or the Admin electronic right for user (see “Access to administration area”).
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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)
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