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ANZ Transactive – Global Getting Started User Guide

ANZ Transactive Global Getting Started user Guide August 2018 Public CONTENTS Overview 3 About this Guide .. 3 Recommended system 3 Session timeouts .. 3 Logging 3 Further assistance .. 3 Accessing the System 4 Logging 4 Password criteria .. 5 Change your password .. 5 Forgot Password .. 6 Navigating the system 8 Workspace .. 8 Application Banner .. 8 Menu .. 9 Settings & Preferences .. 10 Download Centre .. 12 Contact .. 12 Help .. 12 Control Bar .. 13 Manage Folders .. 14 Grid Columns .. 14 Preview View mode .. 14 Workspaces 15 Manage Workspaces.

anz transactive – global getting started user guide august 2018 public

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Transcription of ANZ Transactive – Global Getting Started User Guide

1 ANZ Transactive Global Getting Started user Guide August 2018 Public CONTENTS Overview 3 About this Guide .. 3 Recommended system 3 Session timeouts .. 3 Logging 3 Further assistance .. 3 Accessing the System 4 Logging 4 Password criteria .. 5 Change your password .. 5 Forgot Password .. 6 Navigating the system 8 Workspace .. 8 Application Banner .. 8 Menu .. 9 Settings & Preferences .. 10 Download Centre .. 12 Contact .. 12 Help .. 12 Control Bar .. 13 Manage Folders .. 14 Grid Columns .. 14 Preview View mode .. 14 Workspaces 15 Manage Workspaces.

2 15 Create a Workspace .. 15 Types of content .. 16 Adding content to Workspaces .. 17 Removing content from Workspaces .. 17 18 Favourite Accounts .. 19 Favourite Reports .. 21 Historical Balances .. 22 Net Position .. 23 Initiate Payments .. 24 Payments Status .. 24 Pending Approval .. 25 Cards Limit Utilisation .. 27 Cards Program At A Glance .. 28 Cards Top Spend .. 29 My Approvals .. 29 3 Public OVERVIEW About this Guide This user Guide contains information and procedures for Getting Started using ANZ Transactive Global .

3 You may not have access to some of the features and functionality detailed as they are only available in specific markets. This user Guide will be updated when there is new and/or updated information. Please ensure you regularly check the available version for the most up-to-date copy. We recommend that you read this Guide in conjunction with the applicable product terms and conditions. Recommended system requirements Operating System Windows 7, Windows 8, Windows 101 Browser Types Microsoft Internet Explorer 9 -112, Google Chrome3, Mozilla Firefox3, Apple Safari3 Browser Settings > Javascript enabled > HTTPS communications required Display Settings A minimum of 1366x768 is recommended Internet Connection Internet access with 256kbps speed or higher Firewall and Antivirus Settings Ensure the appropriate permissions are configured for both firewall and antivirus software to allow users to access ANZ Transactive .

4 Software > Software drivers4 supplied by ANZ (required for Smartcard or Smart USB key) > Java Runtime Environment (JRE) 6 & 7. Only required for ANZ Transactive Cash Asia and ANZ Transactive Trade/APEA > Adobe Acrobat Reader 10+ or equivalent PDF reader > Microsoft Excel 2010 or later, or any other spreadsheet program Hardware > Security device (Smartcard, Smart USB key or Pin-Pad token) supplied by ANZ > Available USB port (required for Smartcard or Smart USB key) Access Requirements > Token users: No specific access requirements > Password users: No specific access requirements > Smartcard users.

5 A smartcard device and Smartcard device reader (if required) provided by ANZ, and available USB port > Smart USB key users: A smartcard device provided by ANZ and available USB port 1 Window Operating Systems can be 32-bit or 64-bit. When Microsoft ends support for a version of Internet Explorer, we recommend that you upgrade to the latest release currently available to you in order to receive security updates and technical support. 2 32-bit Internet Explorer versions should be used. Internet Explorer 11 or higher should be used with Windows 7.

6 3 For ANZ Transactive AU & NZ users, Google Chrome, Mozilla Firefox and Apple Safari can be used for viewing account information using password or token credentials in ANZ Transactive Global . 4 Supported with Microsoft Internet Explorer 11. Session timeouts In ANZ Transactive Global your session will time out after 15 minutes of inactivity and you will be automatically logged out. If you have a linked application open in a separate window, you will be asked to restart that session if it has timed out. It is recommended you periodically save your work.

7 Logging out To exit ANZ Transactive Global and underlying applications in a secure manner, click on the Log Out button in the top right corner of the screen. Note that if you log out of a linked application that you have open, this will also end your ANZ Transactive - Global session. Further assistance If you require further assistance, please contact your local Customer Service Centre. Details can be found at 4 Public ACCESSING THE SYSTEM Logging in You may log into ANZ Transactive Global using either a: > Token > Smartcard/Smart USB Key or > Password To log into the system, follow the steps below: STEP ACTION 1 Navigate to the ANZ Transactive Global URL ( ) in your browser.

8 RESULT: The ANZ Transactive Global Log On screen is displayed. 2 Enter your user ID and click Submit. 3 Log on by following the appropriate procedure below. Note that you will only see log on options applicable to you. Token users: Enter your Password and Token OTP response from your token and click Log On. Smartcard users: Insert your Smartcard into your security device reader or insert your Smart USB Key into a USB port on your PC and click Log On. Click Logon and then enter your PIN and press OK. Password users: Enter your Password and click Log On.

9 RESULT: The ANZ Transactive Global homepage is displayed. 5 Public Password criteria > Contain a minimum of 8 characters > Include a minimum of 2 alphabetical characters, one upper case, one lower case > Include a minimum of 2 numerical characters > Must not have been used in the last 13 passwords NOTE: Your password does not expire but you can change it by clicking on Change Password on the Log On screen. Change your password To change your password, follow the steps below: STEP ACTION 1 Click the Change Password link on the Log On screen.

10 RESULT: The Change Password screen will be displayed. 2 Enter your user ID and old password, then enter and confirm your new password. 3 Click Save. RESULT: Your password has been changed. 6 Public Forgot Password If you have forgotten your password or your password has been locked, you can follow the steps below to have a new password sent to you. NOTE: You must have an email address, mobile phone number and security questions lodged with ANZ to use this service. STEP ACTION 1 Click the Forgot Password link on the Digital Services Log On screen OR on the security Log On screen.


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