Getting started

Note: Some administration tasks have now moved to Barclays iPortal. This includes User Management and Device / Device reader management. Barclays.Net Role Profiles remain in Barclays.Net where administrators can manage users entitlements via Role Profiles.

Administrators
Administrators appoint users, assigning their privileges and payment limits. They also set out payment authorisation requirements and are responsible for ensuring user details are up to date.

An administrator and security contact can be the same person if required.

Users
Users can create, modify and delete payments where they have been given these rights by administrators. Users can also view balances and payments on the accounts/services to which they have been assigned.

If you are a Corporate client, please complete the User Matrix (16KB opens in a new window) for all users you wish to add to your Digital Channels setup, and then share it with your Implementation Manager.

Security contacts
A security contact receives smart cards and smart card readers for users, and software for distribution. These will be sent out once users are registered on your Digital Channel and when received should be handed along with the other security materials to the administrator(s).

Nominated security contacts will also be sent replacement and renewal smart cards for existing users.
Important security advice: before proceeding to Step 2 all users must read the Digital Channels Security User Guide PDF† (312KB) (opens in a new window).

PIN Pad Users:

Your nominated security contact will be responsible for receiving the equipment that is required to log in with.

In order to proceed with the set-up of Digital Channels you must be in possession of:

1. A Security Device (PIN Pad smart card reader). You will connect this to the computer you wish to access Digital Channels from.
2. The smart card software (eSigner). This must be installed on the computer you wish to access Digital Channels from.
    
   Windows and Mac users will download the eSigner software from the Signing Software download site provided in the smart card letter.
    
3. Your smart card.
4. Your temporary PIN.

If you use a virtual desktop or virtual application (Citrix, WMWere, Remote Desktop Services or similar technology), please refer to the RDS and Citrix Integration Guide. For help and advice on accessibility of specific environments please call the helpdesk.

Biometric Reader Users:

1. A Barclays Biometric reader. You will connect this to the computer you wish to access Digital Channels from.
2. The Biometric reader software (Hitachi). This must be installed on the computer you wish to access Digital Channels from.
   This can be downloaded from the Signing Software site
3. Your Smart SIM
4. Your temporary PIN
   

The software should be installed by a user with the appropriate permission to install software. Please speak to your IT support or the helpdesk if you require further information.

Please note: we recommend that you run a virus check prior to installing software.

If you use PIN Pad reader, open the WebSigner software page.

If you use Barclays Biometric reader, open the Biometric Reader software page.

Attach the USB connector from the Security Device reader to a spare USB port. Please ensure that you connect the device directly to your PC or Mac and not via a USB hub.

For Bluetooth pairing on the Barclays ‘Sign What You See’ (SWYS) PIN pad reader, please refer to the Barclays ‘Sign What You See’ (SWYS) PIN pad reader guide.

Important advice for Windows users: If a message appears confirming new hardware has been found, press ‘allow’ to load the driver for the device before continuing to the next step.

For information on how to use the ‘Sign What You See’ functionality on our latest Barclays ‘Sign What You See’ (SWYS) PIN pad reader, please view the video and factsheet.

Full information on our device compatibility with operating systems/browsers is available in our Hardware and software requirements guide.

(administrators only)

Note: some administrator smart card / Smart SIM activation: administrators will be activated by your Implementation Manager during the registration process.

User smart card / Smart SIM activation: once you are logged in to Digital Channels you can then activate any users that have been set up. It is the administrator’s responsibility to ensure that all users are activated on Digital Channels by completing the following steps:

Barclays.Net

Administration tasks have now moved to Barclays iPortal. This includes User Management and Device / Device reader management. Barclays.Net Role Profiles remain in Barclays.Net where administrators can manage users entitlements via Role Profiles.

Barclays iPortal

1. Click into the Admin tab and select Users.
2. Select the Hamburger menu next to the users name to be activated (three horizontal dots to the left of the Users name).
3. Click Activate Renewed Device. If you are set to Dual administration, then a second administrator will need to approve this.

To complete the switch from Smart Card to Barclays Biometric Reader when device arrives:

1. Click into the Admin tab and select Users.
2. Select the Hamburger menu next to the users name to be activated (three horizontal dots to the left of the Users name).
3. Click Activate New Device. If you are set to Dual administration, then a second administrator will need to approve this.

Barclays Multi Account Platform

For BMAP only clients, all cards will need to be activated by the BMAP helpdesk.

For clients also registered for Barclays.Net, the above steps should be followed.

Once your smart card has been activated and inserted into the reader for the first time, you will be prompted to change your temporary PIN.

Please see our Changing your PIN section for more detailed information.

Step 6b: Enrolment (Biometric reader / Smart SIM users only)

Once your Smart SIM has been activated, and inserted into the reader for the first time, you will be taken through the enrolment process.

More information on the enrolment process can be found on the Barclays Biometric Reader - Getting Started page (opens in a new window).

After successful installation of the software and change of temporary PIN you will now be able to log in to your Digital Channel. Note: Digital Channels require you to add the URL of all the services you are using to your trusted sites.

You will be asked to set up your memorable word and passcode which will be used to identify you when you call our helpdesk.

Once logged in, please go to the Need Assistance/Help link (in the top right hand corner of the screen) where you will find further support such as getting started, service guides and Online Help to help you to quickly familiarise yourself with Digital Channels.