For View Access Package, please submit the iBusiness Amendment Form (Transaction Banking - Amendment Form) and fill it out as shown:
In Section 2, tick the Modules which are required to be added to your Profile. Accordingly, fill out the required details on the respective Product/Service Section.
The form needs to be signed by the authorized signatory & marked with the company stamp. To be submitted either to your respective Relationship Manager or to Service Support Desk, Ground Floor, CBD Head Office.
If you have a Transaction Package, you may follow the steps below to raise the Update Package Request through iBusiness.
Step 1: Log-in using your user token and go to Services -> E-forms
- Select Product Name: iBusiness
- Select Service: Amendment Form
- Select Request: Change Module/Package
- Select Charge Account Number
Step 2: Select Add or Delete for the Modules to be added/deleted
Step 3: Accept the Terms and Conditions
Step 4: Click Initiate
- Enter PIN + Token number and Confirm
Note: If you have a "Maker-Checker Setup" for Users, please ensure that the Approvers authorizes the request.
Monitor the request under Queue, and once it is marked as Completed, follow these steps to assign the new package to the users:
- How to Modify User Roles?
- Modifying User's Account Setup
- How to Check/Modify Your Existing Authorization Workflow?