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BDO User Navigation For System Administrator

This document provides instructions for a system administrator to navigate various user functions in BDO Business Online Banking, including enrolling accounts, merchants, and users; adding and updating user groups; resetting and unlocking users; and changing account settings. It describes the step-by-step processes for each function, including necessary login details and notes about confirmation messages.

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July Fermia
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© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
2K views

BDO User Navigation For System Administrator

This document provides instructions for a system administrator to navigate various user functions in BDO Business Online Banking, including enrolling accounts, merchants, and users; adding and updating user groups; resetting and unlocking users; and changing account settings. It describes the step-by-step processes for each function, including necessary login details and notes about confirmation messages.

Uploaded by

July Fermia
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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BDO Business Online Banking USER NAVIGATION

USER NAVIGATION FOR SYSTEM ADMINISTRATOR

ENROLL OWN/OTHER PARTY ACCOUNTS


This function allows a user to enroll an Own or Other Party Account/s.

1. Login as System Administrator.


2. Go to Administration > Click Enrollment > Click Enroll Own/Other Party Account.
3. Click “+Add Account” to enroll new account. Fill-in the required information.
4. Click “Save and Add another” to save and add another account number, or click “Save” to save the
enrollment. A confirmation page will be displayed. Click “OK” to confirm action.

NOTE: The system will generate an Acknowledgment Receipt with Transaction Reference Number. The Bank will approve
your request within 2-3 banking days. An email will be sent for the status of the additional account number. Do steps of Update
User Group to link approved additional account number.

ENROLL BILLS PAY MERCHANT


This function allows a user to enroll a merchant for bills payment online

1. Login as System Administrator.


2. Go to Administration > Click Enrollment > Click Enroll Bills Pay Merchant.
3. Select Manual > Click “+Add Merchant”.
4. Fill-in the details of the merchant you want to add.
5. Click “Save”.

NOTE: The system will generate an Acknowledgment Receipt with Transaction Reference Number for any update/s done. An
email will be sent for the status of the bills payment merchant added. Do steps of Update User Group to link approved
merchant.

ADD USER
This function allows a user to add another Maker and Viewer.

1. Login as System Administrator.


2. Go to Administration > Click Add User.
3. Select the Role and Group. Fill-in the Personal Details of the additional user.
4. Click “Save” or “Save and Add Another”.
NOTE: The system will generate an Acknowledgment Receipt with Transaction Reference Number for any
update/s done.
For Additional Maker, ensure that user is part of the Secretary Certificate, Partnership Resolution or Special
Power of Attorney.
For DELETION of users, submit a Corporate Internet Banking Update Form.

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BDO Business Online Banking USER NAVIGATION

ADD USER GROUP


This function allows a user to filter/limit the access of a particular group of users (e.g. Payroll Only Group)
1. Go to Administration > Click Add User Group.
2. Provide a group name under Description and Select Role.
3. Select the account number/s and Services you want that particular group to have access to.
4. Click “Save”.

NOTE: The system will generate that enrollment of additional user group has been approved.

UPDATE USER GROUP


This function allows a user to limit the access /link an approved account number, merchant or service to a
particular group.

1. Login as System Administrator.


2. Go to Administration > Click Update User Group.
3. Select the pencil button of the group you want to update.

5. Put a check on the account number/merchant/service you want / do not want that particular group to have
access.

5. Click “Save”. Do steps 3-5 for the other groups.


6. Click “Next Step” > Click “Submit”.

NOTE: The system will generate an Acknowledgment Receipt with Transaction Reference Number for any update/s done.

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BDO Business Online Banking USER NAVIGATION

UPDATE FORM
This function allows the System Administrator to enroll/dis-enroll a service or dis-enroll an account number.

1. Login as System Administrator.


2. Go to Administration > Click Update Form.

To dis-enroll an account number:


1. Click on the ‘X’ button of the account number to be dis-enrolled.
2. Click “Next Step” > Download Update Form.

To enroll/dis-enroll a service:
5. Check on the service you wish to enroll/dis-enroll.
6. Click “Next Step” > Download Update Form.

Note: Download and print the Update Form and have it signed by the company’s signatory/ies. Submit the signed
form to branch of account.

RESET CORPORATE USER


This function allows the System Administrator to reset a corporate user. User will receive a new password via
email.

1. Login as System Administrator.


2. Go to Administration > Click Reset Corporate User.
3. Provide the details of the user you wish to reset under Search Criteria.

4. Click Search.
5. Under Actions, select the lock button to reset a corporate user.

Note: A reference number will display for the successful reset corporate user.

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BDO Business Online Banking USER NAVIGATION

UNLOCK CORPORATE USER


This function allows the System Administrator to unlock a corporate user. Once user has been unlocked, user can
use the same old password.

1. Login as System Administrator.


2. Go to Administration > Click Unlock Corporate User.
3. Provide the details of the user you wish to reset under Search Criteria.

4. Click Search.
5. Under Actions, select the lock button to reset a corporate user.

Note: A reference number will display for the successful unlock corporate user.

CHANGE PASSWORD
1. Login to your BDO Business Online Banking.
2. Go to User Preferences > Click Change Password
3. Enter Old Password.
4. Nominate a New Password (Password Expiry is indicated).
New Password is composed of minimum of 7 maximum of 15 characters composed of an uppercase and
lowercase, should include at least 1 Alpha, 1 numeric and 1 Special symbol -- ie. *, ?, #)
5. Click “Submit”.

NOTE: The system will generate an Acknowledgment Receipt with Transaction Reference Number for any update/s done.

UPDATE EMAIL ADDRESS / MOBILE NUMBER / LANDLINE NUMBER


1. Login to your BDO Business Online Banking.
2. Go to User Preferences > Click User Profile.
3. Update your email address / mobile number / landline number.
4. Click “Next Step”.
5. Enter your Password. Click “Submit”.

NOTE: The system will generate an Acknowledgment Receipt with Transaction Reference Number for any update/s done.

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