New members can be added to an account by the account's legal representative or another account member with permission to manage memberships.
- Go to Web Banking > Members.
- Click + New, which triggers a popup to appear.
- Enter the new account member's details.
To avoid access issues, ensure that all entered data is accurate and belongs to the individual accessing the account. The names, date of birth, email and phone number must match.
- Select their account permissions.
The following table details the permissions for account members, explaining the actions each permission enables within the account.
Permission Account member can Can view account View the account and its details, including main and virtual IBANs, beneficiaries, payment mandates, transaction lists, and transaction details. Can manage beneficiaries Add or remove beneficiaries from the account. Can initiate transfers Make card payments, initiate credit transfers, direct debits and account funding. Can manage memberships Add, modify, and remove account memberships. Can manage cards View, add, and update their own cards. If they have the can manage memberships permission as well, they can manage cards associated with other account memberships. You can’t grant a permission you don’t have to another account member.
- Click Send invitation to invite a new member to your account.
- Click the entry to view or edit the new account member's details and account permissions.
- If you have permission to manage cards, click + New to create a card for the new member. Follow the steps to order a card.
If you're having trouble adding a member but have membership management permissions, submit a request to Swan Support.