Step by step process on how to give your existing NatWest users TPP permissions to process open banking pay runs with Crezco
How to create a new role
1. From the Administration menu select 'Manage Roles' then choose the role you want to assign the privileges to or create a new role.
- If you need to create a new role, please use the following steps -
- From the Administration menu, select 'Manage roles' and then Create role in the bottom right hand corner of the page.This will open the Create role page
- From the Administration menu, select 'Manage roles' and then Create role in the bottom right hand corner of the page.This will open the Create role page
2. This opens the Edit role page. You can use the drop-down menu to display privileges by category. The new TPP privilege categories are 'Third Party Provider consents' and 'Third Party Provider payments'.
3. You’ll see a message and an unticked checkbox. You’ll need to acknowledge that you understand the consequences of assigning privileges in this category. If you’re not sure, select View help to see our FAQs on what these privileges allow a user to do.
4. Once you’ve selected the appropriate privileges, read and understood the message and ticked the checkbox, select 'Save' and go to save changes and go to the next step.
5. The 'Continue' button will take you to the Assign accounts page. At this stage, you’ll choose the accounts that this role will work with.
6. Once you have selected the bank account these permissions will work with, click 'Save' if it is an existing role or 'Create new role'
How to assign the new role to current users
Please note: Only the NatWest account owner can confirm and approve the new role being assigned
1. Navigate to the Administration tab on the left hand side of the page and then select 'Manage users'
2. Select the user/s you wish to assign this new role to
3. Scroll to the bottom of the user's profile to the Edit roles section
4. Select the new role that you created and click 'Continue'
5. The new role will be assigned to the user and the account owner will need to approve this change.
6. Once the account owner has approved the new role and the assignment of that role, you are ready to process your pay run!