Add a new user video transcript

With Barclays iPortal getting to grips with your user admin is so simple it just takes a few clicks

If you’re an administrator you can add a new user here [Select ‘Administration’ link in the main menu. Select ‘Add New User’ button]

Step 1: Enter the new user’s details [by populating the ‘personal details’ and ‘address fields within the form]

The pin will be sent to the new user’s address. Make sure their phone number and email are correct [by completing the ‘contact details’ field within the form]. These will be used for future alerts

Then, to send the user’s card or SIM [Under ‘Security details’ section, select an ‘Authentication method’ and a ‘Security contact’]. Card/SIM will be sent to the security contact

Step 2: Assign role profiles including login access to Barclays.Net [by selecting the toggle under ‘Default Barclays.net’ and setting to ‘On’

Don’t forget! Once your New User has been created, you can set up their privileges directly in Barclays.Net

Step 3: Review all details [and select the ‘Confirm’ button] and complete any approval requirements

Allow 3-5 working days to receive the card or SIM and for the PIN to be sent out to the new user

Once received, the administrator can activate the new user [Select ‘Administration’ link in the main menu. Then select the contextual options menu for the user and select the ‘Activate User’ link]

Your new user can now use iPortal

Real time access… at your fingertips

With Barclays iPortal everything just clicks

For further information visit Help & Forms on the iPortal home page.