Documents & Forms

• Determine whether a user will be a General user or an Authorising user.
• Add or remove access for a user to Products and Services belonging to you or a related entity.
• Add to or modify or remove the authority of General or Authorising Users to include managing and approving breaches of payments limits for Authorising Users.
• Create and update PayID’s.
• Modify users contact details, primary contact person and postal address.
• Increase Security settings including Authorisation Rules, Segregation of Duties, Dual Admin and Transaction signing.
• Reset General User passwords and request replacement/reset of security device for all users (Mobile or Physical).
• Nominate the account to be debited for all NAB Connect and Service fees and charges.
• Nominate and make changes to the email addresses supplied for the purpose of receiving electronic communications and /or statement notifications.
• Request to remove Products, Services and Users if no longer required.
• Access a report that includes details of all users and permissions.
• Perform any action or function that an Authorised User is able to do, including drawing down on available loan funds.

Refer to the guides below, if you need to;

• Use secure messaging in NAB Connect (PDF, 181KB) (Make enquiries, request changes & view responses using secure messaging in NAB Connect)
• Add accounts not in your business name (PDF, 241KB) (Not including related entities)
• Add a new service (PDF,568KB)
• Assign users and services to accounts (PDF, 400KB)
• Create a General or Authorising user and modify their details (PDF, 664KB)
• Suspend, restore and delete users, and reset users passwords (PDF, 187KB)

For more information on other self-service functionality, head to the Admin section.

To help with your fraud or dispute query, download and return a completed Statutory Declaration form