Administration

  • What are the different permission levels?

    Each User is assigned permissions according to the Bank of Ireland FXPay Annex (ROI) or Application form (BOIUK) completed.

    Bank of Ireland FXPay Permissions Explained

    All users have the basic ability to:

    • View Deals.
    • Add Payment Details.
    • Add Payee Details.

    Optional User Permissions:

    FX Dealing:

    You can grant Users permission to book FX deals on the system

    • Spot - A deal booked to make a payment within the next two days.
    • Forward - A deal booked to make a payment in more than two days’ time.

    Making Payments:

    • Limited Authorisation - This grants the User permission to authorise payments added by other people in the company. They cannot authorise payments they have added.
    • Full Authorisation - This grants the User permission to authorise payments added by everyone, including their own. This is the highest level of payments permission.

    Adding/Amending Payees:

    • Limited Authorisation - This grants the User permission to only authorise payee details added by other people in the company. They cannot authorise payments they have added.
    • Full Authorisation - This grants the User permission to authorise payee details added by everyone, including their own, on the system. This is the highest level of payee permissions.

    System Administrator:

    The Administrator permissions allow the User to enable/disable every other user from the system instantly, if the need be. It also grants the User access to view the permissions of every other User in the company on Bank of Ireland FXPay.

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  • How do I change my permissions?

    To change permissions, you will have to send us in a written request. Contact your dealer or download the applicable amendment form online. To add a new user, you need to fill in the details required, sign it and return it to the address on the form. In the meantime, if you want to just restrict a User’s access your Administrator can do so on the Administration page.

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  • How do I add a new user?

    To add a new user, you will have to send us in a written request. Contact your dealer or download the applicable amendment form online. To change permissions you need to fill in the form and return it to the address on the form.

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  • One of my employees has left the company, can I remove their access?

    In order to remove the employee from the list of users, you need to send us in written instructions to delete the user. Your dealer can send you a copy of the amendment form or you can download the applicable amendment form online. To delete a user, you need to fill in the details required, sign it and return it to the address on the form. However, you can enable or disable users whenever you want if you are the Administrator for your company.

    • Simply, click on the Administration Tab.
    • Choose the User you want to disable.
    • Untick the enabled box for the User and then click Save.

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