The Corporate Client Portal enables you to reach your accounts with our bank in a secure online environment and complete your banking instructions from wherever you are.
You can use it 24 hours a day, 7 days a week, and monitor your accounts regardless of time or place.
The Corporate Client Portal also allows you to authorize as many subsidiary users as you wish, with the ability to set different transaction for each user.
To benefit from the Corporate Client Portal, you must have a current account with our bank. Simply apply to the branch where your account is held, complete the Customer Portal Application Form, and sign the Electronic Banking Agreement.
My Accounts
- Account Transactions
- My Current Accounts
- My Term Accounts
- My Loan Accounts
Money Transfers
- Transfer to Another Account In London Branch
- Transfer Money Between My Own Accounts
- SWIFT Money Transfer
- Transfer to Saved Recipients
- Create a New Recipient
- Transfer to Another Account
Approval and User Management
- User Management
- Define Role/ Authority
- Limit the Account Authorizations
- Password Reset
- Main User Management
- Approval Management
- Task Request Tracking
Profile and Settings
- Security and Password
- Change Password
- Login Records
- Contact Information and Preferences
- E-Mail Confirmation
My Accounts
- Account Transactions
- My Current Accounts
- My Term Accounts
- My Loan Accounts
Money Transfers
- Transfer to Another Account In London Branch
- Transfer Money Between My Own Accounts
- SWIFT Money Transfer
- Transfer to Saved Recipients
- Create a New Recipient
- Transfer to Another Account
Approval and User Management
- User Management
- Define Role/ Authority
- Limit the Account Authorizations
- Password Reset
- Main User Management
- Approval Management
- Task Request Tracking
Profile and Settings
- Security and Password
- Change Password
- Login Records
- Contact Information and Preferences
- E-Mail Confirmation
| Trancation | Time Range |
|---|---|
| Account Monitoring | 24 hours |
| Money Transfer Instructions | The Corporate Client Portal is accessible at all times; however, the processing and approval of instructions are carried out during the transaction hours determined by our Bank. For detailed information regarding the transaction hours, please contact our London Branch. |
Only transfer orders can be submitted through the Corporate Cleint Portal. There are no fees for submitting orders; however, transfers are subject to the fees specified in the Terms and Conditions presented to you.
Where can I access the Corporate Customer Portal?
You can access the Ziraat Bank Corporate Customer Portal by visiting www.ziraatbank.co.uk and clicking on the "Client Portal" link.
How do I log in after applying?
After applying, you can log in using your customer number and the digital password sent to your registered mobile phone number or email address.
What are the Corporate Client Portal's operating hours?
Account Monitoring: 24 Hours
Money Transfer Instructions: The Corporate Client Portal is accessible at all times, and instructions will be processed and approved during the hours determined by our bank. For detailed information about operating hours, please contact our London branch.
Do I pay a fee for transactions sent via the Corporate Client Portal?
Only transfer instructions can be submitted through the Corporate Client Portal. There is no fee for submitting orders, but transfers are subject to the fees specified in the Terms and Conditions presented to you.
I forgot/blocked my Corporate Client Portal password. What can I do?
If you forgot your Corporate Client Portal password, you can contact our branch to create a new password.
Can I cancel a transfer instruction I submitted incorrectly through the Corporate Customer Portal?
To cancel the transfer instruction, please contact our London Branch.
What is the difference between querying account transactions by transaction date and accounting date?
When querying by Transaction Date, your account transactions are listed according to the date the transactions were made, and when querying by Accounting Date, they are listed according to the date the transactions were reflected in the banking system.
I want to get a receipt. What should I do?
After your order is processed by our branch, select the account you used in the "My Accounts" section, click on the transaction details in the account activity section, and then click the "Send Receipt" button to have your receipt sent to your email address.
Can I limit my access to the Corporate Client Portal?
There are no restrictions or limitations imposed on security settings based on transaction limits, transaction restrictions, access times, or access definitions (IP, ISP, domestic, international).
How can I update my mobile phone information? What should I do if I change my mobile phone number/SIM card?
You can update your information at our branch.
I received a password or notification message on my mobile phone even though I haven't completed any transactions. What should I do?
To contact Ziraat Bank of London, please call 020 76 00 49 85.
I want to make a SWIFT transaction. Where can I do so and where can I find out the fee?
You can place your international money transfer order through the Money Transfer Order - SWIFT section of the Corporate Customer Portal. The transaction fee is visible on the confirmation screen.
Ziraat Bank of London SWIFT code: TCZBGB2LXXX
What Does Ziraat Bank Do for My Security?
Security on the Corporate Customer Portal
To log in to the Ziraat Bank Corporate Customer Portal, the user must complete certain security steps and be verified by the system.
Our corporate customers can authenticate by entering their corporate customer numbers (individual customer numbers for sub-users) and passwords in the first step, and then using authenticator or SMS passwords, depending on their preferences, in the next step. In the step where they use the Authenticator or SMS password, they will definitely see the title information, the previously specified security message and the security image on the screen.
You should access "https://www.ziraatbank.co.uk" in your browser address bar .All Corporate Client Portal pages should feature a padlock symbol in the top or bottom right corner of your browser. Clicking on the symbol will reveal any information below the SSL Security Certificate heading. You can also view the date and time of your last login in the Corporate Client Portal login file.
If you remain inactive for 6 minutes during your Corporate Client Portal session, a warning window will appear asking if you want to continue. If you do not respond to this window within 1 minute or click "Log Out," your session will be closed. If you choose to continue, your session will resume where it left off.
Security at the Customer Contact Center
You can contact our Ziraat Bank of London branch at 020 76 00 49 85.
Your passwords are confidential information. Therefore, it's important not to share them with anyone or record them in any digital or physical format. To create a secure password, make sure they aren't yours or your loved ones' birthdays, or important or special days that are easily guessed or publicly known.
All calls made by Ziraat Bank of London will be made to your registered phone number. Therefore, your registered mobile phone number must be up-to-date.
Security and Privacy Policies
Our Bank's Information Security Policy
Ziraat Bank Inc. establishes and operates an Information Security Management System (ISMS) to protect the Bank's most important building block: information and information assets. The Bank aims to provide secure banking services. Within this framework, the Bank conducts the following activities.
• Maintains the ISMS up-to-date, prioritizing key elements such as confidentiality, integrity, and accessibility of information, and implements measures to ensure data security across all systems.
• Follows international standards to adapt to technological advancements and strengthens communication with authorities. It takes the utmost care to comply with legal regulations, agreements, and standards such as ISO 27001.
• Identifies risks to information assets to ensure the uninterrupted operation of information technology services used in corporate activities, and ensures their management by taking countermeasures.
• Identifies and implements the necessary human resource, investment, and project requirements to prevent cyberattacks on information assets.
• Organizes necessary training to increase employee information security awareness. Applies necessary sanctions in accordance with the Disciplinary Regulations to employees who violate information security.
• Ensures continuous improvement by periodically auditing the ISMS.
How do I know if I've logged in securely to the Corporate Client Portal?
- After entering your customer number and password on the first page of the login screen, the company name will appear on the second screen. In this case, you can enter the confirmation code based on your security preference.
- Enter http://www.ziraatbank.co.uk in your browser's address bar to access the Corporate Customer Portal.
- On the homepage, you can find information about the date and time of your last login to the customer portal.
What should I pay attention to for my security?
- Whenever you access the Corporate Client Portal, you should enter ziraatbank.co.uk in the address bar of your browser and click the Corporate Customer Portal link on the page that opens. Do not access Corporate Client Portal from computers in public places such as internet cafes.
- Only use licensed operating systems and keep your web browser up-to-date. Malware exploits security vulnerabilities in outdated operating systems and browsers.
- When using the internet, it is crucial to use an antivirus program, an anti-spyware program (anti-malware), and a firewall to identify and fix potential security vulnerabilities and protect yourself against potential attacks. Some security software includes all three features.
- Spyware programs protect your computer against spyware that attempts to collect your internet usage information, while firewall software prevents programs on your computer from connecting to the internet without your knowledge.
- Use anti-virus software on your computer and keep your database up to date. Run periodic virus scans.
- Keep your personal information confidential. You should be extremely cautious and suspicious if information such as your date of birth, ID number, or mother's maiden name is requested over the phone or via email.
- Do not attempt to access the Corporate Client Portal by clicking on any links received via email, chat, or messaging programs, or from addresses other than those listed above, even from people you know.
- Never send your password via email.
- Do not keep your customer number and password in the same place. Do not write them down in easily accessible places.
- Your customer number, your Corporate Client Portal password, and the single-use transaction confirmation password sent to your mobile phone or email are personal to you. Do not share this information with anyone, including our Bank personnel.
- Do not trust anyone who calls you and asks you to read and enter your card information and any passwords.
- Do not use easily guessable personal information (such as your birth year, favorite team, etc.) when creating your password.
- Do not open emails or accept files from people you do not know.
- Do not enter your security information by clicking on links in email.
- Change your password regularly.
- Avoid using the same details you use to access other internet services, such as email.
- Disable unused banking transactions from the Corporate Client Portal.
- Perform the checks provided in response to the question "How do I know if I have logged into the Corporate Client Portal securely?" when logging into the Corporate Client Portal.
What is the Ziraat Client Portal SSL Security Certificate?
The Ziraat Corporate Client Portal SSL Security Certificate is a security protocol developed by Netscape to ensure security and confidentiality during information transfer over the network. SSL ensures that sent information can only be decrypted by the correct address. Information is automatically encrypted before being sent and can only be decrypted by the correct recipient. Verification is performed on both sides, protecting the confidentiality and integrity of the transaction and information.
For your security, the Corporate Client Portal uses Comodo® Extended Validation (EV SGC) SSL certificates, which feature 128/256-bit server certificate encryption. This allows users to more easily distinguish fraudulent sites from secure ones, while also protecting them from phishing and other identity theft attacks.
If you are using an up-to-date browser that supports this feature, your browser's address bar will appear green when you log in to online banking, thanks to the Comodo® Extended Validation (EV SGC) SSL Certificate. You can access the certificate details confirming ziraatbank.co.uk 's trustworthiness by clicking on the address bar.
If the site has been previously identified as a fraudulent site, the address bar will turn red.
Some browsers recognize this certificate but cannot take advantage of its features, meaning these browsers do not have the green address bar feature. The Comodo EV SGC SSL certificate has 99.3% browser compatibility, and your SGC certificate is also supported in older browsers.
We recommend using an up-to-date browser such as Microsoft Internet Explorer, Google Chrome, Mozilla Firefox, Apple Safari, or Opera. If you are not using one, we recommend updating your browser for free from the software company's official websites.
How can I apply for the Corporate Client Portal?
You can access the Corporate Client Portal by contacting our London Branch.
How can I hide or restrict existing products and accounts that I don't want displayed in the Corporate Client Portal?
From the Client Portal, go to User Management -> User Detail -> Limitation of Account Authorizations You can set account restrictions for your desired accounts by selecting "Monitoring and Transaction Authorization" for unrestricted transactions from the account, Monitoring Only Authorization for no transactions from the account, and " No Authority " to prevent the account from being displayed on any screen in the customer portal.
What transactions can I perform through the Corporate Client Portal?
Please click here to see the transactions available through the Corporate Client Portal.
Will my existing and future accounts be automatically identified in the Corporate Client Portal?
Accounts opened at our branch are automatically identified, while existing accounts are identified at the branch during the Client Portal application.
Which products and services can I apply for through the Corporate Client Portal?
You can access all the products and services available through the Corporate Client Portal through our transaction sets. Click here to access our transaction sets.
I can't see my account on the Corporate Client Portal. What should I do?
Our branch can handle product/account creation on the Corporate Client Portal. Please contact our branch.
I forgot my Corporate Client Portal password/it's been blocked. What can I do?
Users who forget their Corporate Client Portal password can contact our branch to create a new password.
How can I update my mobile phone information? What should I do if I change my mobile phone number/SIM card?
You can complete this process at our branch.
Can I set up a Corporate Client Portal just to monitor my accounts without performing any transactions?
You can apply for a Corporate Client Portal by contacting our branch. Once your application is complete, you can disable transactions from your Corporate Client Portal and only perform monitoring by selecting "Monitoring Only" authorization in the User Management section.
How can I find the Customer Number requested when logging into the Corporate Client Portal?
Please contact our branch.
Can I define account and transaction restrictions for sub-users in the Corporate Client Portal?
Master users can define account and transaction restrictions for their sub-users.
Can I ensure that sub-users in the Corporate Client Portal can only place money transfer instructions to designated accounts?
Main users can restrict sub-users from placing money transfer instructions only to designated accounts.
How can I hide or restrict existing products and accounts that I don't want displayed to the Main User or Sub-Users in the Corporate Client Portal?
Main Users in the Corporate Client Portal can edit account permissions for themselves and their sub-users by selecting the relevant user from the User Management screen. You can restrict accounts by selecting "Monitoring and Transaction Authorization" for unrestricted transactions on the account, "Monitoring Only Authorization" for viewing only, or " No Authority " to prevent the account from being displayed on any screen in the Corporate Client Portal.
What roles are there in the Corporate Client Portal, and what are their authorizations?
The Corporate Client Portal employs a simple approval structure: this structure consists of the Main User, Entrant, and Monitor roles.
Main User: Can perform all transactions, perform transactions without requiring approval, approve all transactions, and view all information.
User: Does not have approval authority. When initially defined, they can enter all transactions except those specific to the main user and view all information. These transactions are subject to approval. The main user can limit their access and monitoring permissions.
Tracer: Does not have approval or access authority. When initially defined, they can view all information. Their access may be limited by the main user.
I'm receiving a message in the Corporate Client Portal saying, "Your main user hasn't defined the accounts you can view." Why?
In the Corporate Client Portal, main users must define the accounts that sub-users can monitor and perform transactions on the User Management screens. If such an error occurs, the main user must make the necessary definitions through the Corporate Client Portal.
Only transfer orders can be submitted through the Corporate Cleint Portal. There are no fees for submitting orders; however, transfers are subject to the fees specified in the Terms and Conditions presented to you.
Where can I access the Corporate Customer Portal?
You can access the Ziraat Bank Corporate Customer Portal by visiting www.ziraatbank.co.uk and clicking on the "Client Portal" link.
How do I log in after applying?
After applying, you can log in using your customer number and the digital password sent to your registered mobile phone number or email address.
What are the Corporate Client Portal's operating hours?
Account Monitoring: 24 Hours
Money Transfer Instructions: The Corporate Client Portal is accessible at all times, and instructions will be processed and approved during the hours determined by our bank. For detailed information about operating hours, please contact our London branch.
Do I pay a fee for transactions sent via the Corporate Client Portal?
Only transfer instructions can be submitted through the Corporate Client Portal. There is no fee for submitting orders, but transfers are subject to the fees specified in the Terms and Conditions presented to you.
I forgot/blocked my Corporate Client Portal password. What can I do?
If you forgot your Corporate Client Portal password, you can contact our branch to create a new password.
Can I cancel a transfer instruction I submitted incorrectly through the Corporate Customer Portal?
To cancel the transfer instruction, please contact our London Branch.
What is the difference between querying account transactions by transaction date and accounting date?
When querying by Transaction Date, your account transactions are listed according to the date the transactions were made, and when querying by Accounting Date, they are listed according to the date the transactions were reflected in the banking system.
I want to get a receipt. What should I do?
After your order is processed by our branch, select the account you used in the "My Accounts" section, click on the transaction details in the account activity section, and then click the "Send Receipt" button to have your receipt sent to your email address.
Can I limit my access to the Corporate Client Portal?
There are no restrictions or limitations imposed on security settings based on transaction limits, transaction restrictions, access times, or access definitions (IP, ISP, domestic, international).
How can I update my mobile phone information? What should I do if I change my mobile phone number/SIM card?
You can update your information at our branch.
I received a password or notification message on my mobile phone even though I haven't completed any transactions. What should I do?
To contact Ziraat Bank of London, please call 020 76 00 49 85.
I want to make a SWIFT transaction. Where can I do so and where can I find out the fee?
You can place your international money transfer order through the Money Transfer Order - SWIFT section of the Corporate Customer Portal. The transaction fee is visible on the confirmation screen.
Ziraat Bank of London SWIFT code: TCZBGB2LXXX
What Does Ziraat Bank Do for My Security?
Security on the Corporate Customer Portal
To log in to the Ziraat Bank Corporate Customer Portal, the user must complete certain security steps and be verified by the system.
Our corporate customers can authenticate by entering their corporate customer numbers (individual customer numbers for sub-users) and passwords in the first step, and then using authenticator or SMS passwords, depending on their preferences, in the next step. In the step where they use the Authenticator or SMS password, they will definitely see the title information, the previously specified security message and the security image on the screen.
You should access "https://www.ziraatbank.co.uk" in your browser address bar .All Corporate Client Portal pages should feature a padlock symbol in the top or bottom right corner of your browser. Clicking on the symbol will reveal any information below the SSL Security Certificate heading. You can also view the date and time of your last login in the Corporate Client Portal login file.
If you remain inactive for 6 minutes during your Corporate Client Portal session, a warning window will appear asking if you want to continue. If you do not respond to this window within 1 minute or click "Log Out," your session will be closed. If you choose to continue, your session will resume where it left off.
Security at the Customer Contact Center
You can contact our Ziraat Bank of London branch at 020 76 00 49 85.
Your passwords are confidential information. Therefore, it's important not to share them with anyone or record them in any digital or physical format. To create a secure password, make sure they aren't yours or your loved ones' birthdays, or important or special days that are easily guessed or publicly known.
All calls made by Ziraat Bank of London will be made to your registered phone number. Therefore, your registered mobile phone number must be up-to-date.
Security and Privacy Policies
Our Bank's Information Security Policy
Ziraat Bank Inc. establishes and operates an Information Security Management System (ISMS) to protect the Bank's most important building block: information and information assets. The Bank aims to provide secure banking services. Within this framework, the Bank conducts the following activities.
- Maintains the ISMS up-to-date, prioritizing key elements such as confidentiality, integrity, and accessibility of information, and implements measures to ensure data security across all systems.
- Follows international standards to adapt to technological advancements and strengthens communication with authorities. It takes the utmost care to comply with legal regulations, agreements, and standards such as ISO 27001.
- Identifies risks to information assets to ensure the uninterrupted operation of information technology services used in corporate activities, and ensures their management by taking countermeasures.
- Identifies and implements the necessary human resource, investment, and project requirements to prevent cyberattacks on information assets.
- Organizes necessary training to increase employee information security awareness. Applies necessary sanctions in accordance with the Disciplinary Regulations to employees who violate information security.
- Ensures continuous improvement by periodically auditing the ISMS.
How do I know if I've logged in securely to the Corporate Client Portal?
- After entering your customer number and password on the first page of the login screen, the company name will appear on the second screen. In this case, you can enter the confirmation code based on your security preference.
- Enter http://www.ziraatbank.co.uk in your browser's address bar to access the Corporate Customer Portal.
- On the homepage, you can find information about the date and time of your last login to the customer portal.
What should I pay attention to for my security?
- Whenever you access the Corporate Client Portal, you should enter ziraatbank.co.uk in the address bar of your browser and click the Corporate Customer Portal link on the page that opens. Do not access Corporate Client Portal from computers in public places such as internet cafes.
- Only use licensed operating systems and keep your web browser up-to-date. Malware exploits security vulnerabilities in outdated operating systems and browsers.
- When using the internet, it is crucial to use an antivirus program, an anti-spyware program (anti-malware), and a firewall to identify and fix potential security vulnerabilities and protect yourself against potential attacks. Some security software includes all three features.
- Spyware programs protect your computer against spyware that attempts to collect your internet usage information, while firewall software prevents programs on your computer from connecting to the internet without your knowledge.
- Use anti-virus software on your computer and keep your database up to date. Run periodic virus scans.
- Keep your personal information confidential. You should be extremely cautious and suspicious if information such as your date of birth, ID number, or mother's maiden name is requested over the phone or via email.
- Do not attempt to access the Corporate Client Portal by clicking on any links received via email, chat, or messaging programs, or from addresses other than those listed above, even from people you know.
Never send your password via email. - Do not keep your customer number and password in the same place.
- Do not write them down in easily accessible places.
- Your customer number, your Corporate Client Portal password, and the single-use transaction confirmation password sent to your mobile phone or email are personal to you. Do not share this information with anyone, including our Bank personnel.
- Do not trust anyone who calls you and asks you to read and enter your card information and any passwords.
- Do not use easily guessable personal information (such as your birth year, favorite team, etc.) when creating your password.
- Do not open emails or accept files from people you do not know.
- Do not enter your security information by clicking on links in email.
- Change your password regularly.
- Avoid using the same details you use to access other internet services, such as email.
- Disable unused banking transactions from the Corporate Client Portal.
- Perform the checks provided in response to the question "How do I know if I have logged into the Corporate Client Portal securely?" when logging into the Corporate Client Portal.
What is the Ziraat Client Portal SSL Security Certificate?
The Ziraat Corporate Client Portal SSL Security Certificate is a security protocol developed by Netscape to ensure security and confidentiality during information transfer over the network. SSL ensures that sent information can only be decrypted by the correct address. Information is automatically encrypted before being sent and can only be decrypted by the correct recipient. Verification is performed on both sides, protecting the confidentiality and integrity of the transaction and information.
For your security, the Corporate Client Portal uses Comodo® Extended Validation (EV SGC) SSL certificates, which feature 128/256-bit server certificate encryption. This allows users to more easily distinguish fraudulent sites from secure ones, while also protecting them from phishing and other identity theft attacks.
If you are using an up-to-date browser that supports this feature, your browser's address bar will appear green when you log in to online banking, thanks to the Comodo® Extended Validation (EV SGC) SSL Certificate. You can access the certificate details confirming ziraatbank.co.uk 's trustworthiness by clicking on the address bar.
If the site has been previously identified as a fraudulent site, the address bar will turn red.
Some browsers recognize this certificate but cannot take advantage of its features, meaning these browsers do not have the green address bar feature. The Comodo EV SGC SSL certificate has 99.3% browser compatibility, and your SGC certificate is also supported in older browsers.
We recommend using an up-to-date browser such as Microsoft Internet Explorer, Google Chrome, Mozilla Firefox, Apple Safari, or Opera. If you are not using one, we recommend updating your browser for free from the software company's official websites.
How can I apply for the Corporate Client Portal?
You can access the Corporate Client Portal by contacting our London Branch.
How can I hide or restrict existing products and accounts that I don't want displayed in the Corporate Client Portal?
From the Client Portal, go to User Management -> User Detail -> Limitation of Account Authorizations You can set account restrictions for your desired accounts by selecting "Monitoring and Transaction Authorization" for unrestricted transactions from the account, Monitoring Only Authorization for no transactions from the account, and " No Authority " to prevent the account from being displayed on any screen in the customer portal.
What transactions can I perform through the Corporate Client Portal?
Please click here to see the transactions available through the Corporate Client Portal.
Will my existing and future accounts be automatically identified in the Corporate Client Portal?
Accounts opened at our branch are automatically identified, while existing accounts are identified at the branch during the Client Portal application.
Which products and services can I apply for through the Corporate Client Portal?
You can access all the products and services available through the Corporate Client Portal through our transaction sets. Click here to access our transaction sets.
I can't see my account on the Corporate Client Portal. What should I do?
Our branch can handle product/account creation on the Corporate Client Portal. Please contact our branch.
I forgot my Corporate Client Portal password/it's been blocked. What can I do?
Users who forget their Corporate Client Portal password can contact our branch to create a new password.
How can I update my mobile phone information? What should I do if I change my mobile phone number/SIM card?
You can complete this process at our branch.
Can I set up a Corporate Client Portal just to monitor my accounts without performing any transactions?
You can apply for a Corporate Client Portal by contacting our branch. Once your application is complete, you can disable transactions from your Corporate Client Portal and only perform monitoring by selecting "Monitoring Only" authorization in the User Management section.
How can I find the Customer Number requested when logging into the Corporate Client Portal?
Please contact our branch.
Can I define account and transaction restrictions for sub-users in the Corporate Client Portal?
Master users can define account and transaction restrictions for their sub-users.
Can I ensure that sub-users in the Corporate Client Portal can only place money transfer instructions to designated accounts?
Main users can restrict sub-users from placing money transfer instructions only to designated accounts.
How can I hide or restrict existing products and accounts that I don't want displayed to the Main User or Sub-Users in the Corporate Client Portal?
Main Users in the Corporate Client Portal can edit account permissions for themselves and their sub-users by selecting the relevant user from the User Management screen. You can restrict accounts by selecting "Monitoring and Transaction Authorization" for unrestricted transactions on the account, "Monitoring Only Authorization" for viewing only, or " No Authority " to prevent the account from being displayed on any screen in the Corporate Client Portal.
What roles are there in the Corporate Client Portal, and what are their authorizations?
The Corporate Client Portal employs a simple approval structure: this structure consists of the Main User, Entrant, and Monitor roles.
Main User: Can perform all transactions, perform transactions without requiring approval, approve all transactions, and view all information.
User: Does not have approval authority. When initially defined, they can enter all transactions except those specific to the main user and view all information. These transactions are subject to approval. The main user can limit their access and monitoring permissions.
Tracer: Does not have approval or access authority. When initially defined, they can view all information. Their access may be limited by the main user.
I'm receiving a message in the Corporate Client Portal saying, "Your main user hasn't defined the accounts you can view." Why?
In the Corporate Client Portal, main users must define the accounts that sub-users can monitor and perform transactions on the User Management screens. If such an error occurs, the main user must make the necessary definitions through the Corporate Client Portal.