Business On Line

Using Business On Line for the first time

 

Before you can use Business On Line. The person (s) you’ve nominated as an Administrator will need to complete set-up and then create Users. This will take approximately 30 minutes.

• What does the Administrator(s) do?
  • You can have a maximum of two Administrators. They will setup and manage users. This includes managing access and limits.
  • The Administrator(s) will need to help the user setup the Approve app on any new device. They cannot view accounts or make payments.
  • Administrators can also be setup as a User. This will mean they can also view accounts or make payments.
  • They should make sure that only approved users have accessed business on line. They can check the audit log regularly to do this.

 

Getting set up

Setup Checklist

Nominated Administrator (s) using Business On Line for the first time. You will need the following to get set up.

• Your Administrator Username. You will find this in your the welcome email. How to Apply
• Temporary passwords. Which we sent in the post. Please contact the Business On Line Helpdesk if you don’t have these yet.
• The Approve app downloaded to your smart device
• The latest internet browser and computer system. This is to be sure minimum system requirements are met. These can be checked here.

 

Administrator Setup

Once you have everything in the checklist, follow the steps below to access your profile:
 

• Step 1

  Visit businessonline-boi.com and use your Username and set-up password to sign in

  If you have two Administrators both will need to enter their set-up password

• Step 2

  Complete your Business on Line setup. You can do this by following the onscreen instructions. You also need to activate the Approve App

  The Approve App is linked to each Administrator’s Username

• Step 3

  You’re all set. Log in using your Username and Approve App
  

  If you have two Administrators, both need to input their password from the Approve App

 

User Setup

How many users do you want to access your Business On Line profile.

• Users can access Business On Line by assigning them to a User Group. Administrators can decide what accounts they can view and if they can make payments.
• Administrators can set the authorisation limits for the company and the payment limit for each user. For example you may choose one User to authorise payments under £100 and require two Users to authorise payments over £100.
• Each user should have their own Business On Line login details. Follow the steps below to set up a User.

 

• Step 1

  Administrator logs in to Business On Line

  They should use their username and Approve app to do this

• Step 2

  Use the Business On Line Setup Wizard

  This ‘Quick Actions’ can be found at the bottom left of the Administrator Dashboard.

• Step 3

  Initiate setup of the Approve app for each user

  This is to enable the users you have created to log in to Business On Line.

• Step 4

  User set-up complete

  Users can log in using their Username and Approve app.

You can find help on our Business On Line Training Portal.