Entering a new authorized user

Open user administration in e-banking via "Administration > User administration" and click on "New authorized user".

Enter the address details and domicile of the authorized person. This must be a valid delivery address, as the PIN for accessing Digital Banking will be sent to this address.

Important: Don’t forget to store the authorized user’s mobile phone number. This will be required to access Digital Banking.

Click “Next”.

Determine which banking relationships the authorized user can access. You can enter individual banking relationships or copy them from an existing authorized user.

You should also define for which current products of a banking relationship the authorization should apply, and also whether future products should also be included automatically. The   symbol is used to display all details of the respective banking relationship.

Click "Next".

For each banking relationship you should define which services can be used by the authorized user and to what extent.

For "Payments", you can define if the authorized user is allowed to approve these alone or collectively with another person. In addition, the collective authorizations can be assigned to group A or B for further differentiation of the signing options.

Click "Next".

For each banking relationship, select the mobile banking offers that the authorized user is allowed to use.

Click "Next".

Review the information you have entered and the access authorizations you have selected.

Click “Confirm”.

The contract for the new authorized user is created and must be approved by a second administrator under “Documents and approval”.

A letter with the PIN needed to access UBS Digital Banking is automatically sent to the authorized user.