Business Viewpoint: Setup and User Guide

What is Business Viewpoint?

Business Viewpoint is an administration facility that gives your organisation an additional layer of functionality on top of the standard Christian Finance Online platform. It has been designed to allow your church, Christian organisation, or business to set up logins for officers or employees with different levels of access, from view-only through to full transactional.

With Business Viewpoint you can:

• Set up logins and passwords for users within your organisation
• Define the access level of each user
• Define transaction limits for each user
• Choose which accounts each user can and cannot see
• Maintain and reset passwords for your organisation's users

How to apply

To get started with Business Viewpoint, an Organisation client will nominate the person(s) they require as their Business Viewpoint Administrator(s). This can be done either via a new application form or a Manage Organisation Representative request through Connect.

ℹ️ Note: All administrators must have been previously identified in accordance with AUSTRAC (Australian Transaction Reports and Analysis Centre) requirements and must have applied for Christian Finance Online.

Administrator(s) cannot transact on the organisation's accounts via Online unless they are also an Authorised Signatory to the account.

Levels of access

There are three levels of access within Business Viewpoint, each controlling what a user can do.

Administrator Manages the access of all users, determines which accounts are accessible, sets authorisation limits, and resets passwords.

Internet Signing Authority Has authority to transact on and operate organisation accounts as chosen by the Administrator, up to a maximum daily limit set by the Administrator.

Data Entry User Can create transactions but cannot approve them. Able to perform administrative tasks such as downloading statements, uploading ABA files, preparing payments for approval, and maintaining payees.

Terms and conditions

Before setting up a login and password for any user (including Internet Signing Authorities, Data Entry Users, or View Only Users), the Administrator(s) must provide them with the latest copy of the Online and Business Viewpoint Terms and Conditions set out in the Product Disclosure Statement.

Each time a user accesses Online, they will be required to acknowledge their acceptance of the latest terms and conditions applying at that time.

⚠️ Password security: Administrators must observe the terms and conditions of Online and Business Viewpoint, paying particular attention to the section titled "The Security of your codes is very important", especially regarding passwords created for users who have not yet accessed Online for the first time to establish their own passwords.

How to access Business Viewpoint

1. Go to christianfinance.org.au to reach the Christian Finance home page.
2. Click the Online Login button located in the top right of the screen.
   
3. Log in with your existing details, or the details provided to you.
4. Click on the Settings drop-down menu and select Business Viewpoint from the list.
   
   
5. If you are an Administrator attached to more than one organisation, use the drop-down at the top of your screen to toggle between entities.

Create an Internet Signing Authority login

1. Click on a user who does not yet have accounts set up. They will appear in the user list as awaiting Internet Signing Authority setup.
   
2. Create a new login and a temporary password.
3. Select which accounts the user requires access to, and set the appropriate access level.
4. Set an authorisation limit. This is the total amount the user can approve in one day, which is separate from the account's daily transfer limit.
5. Choose whether the user should be notified by email when an authorisation request is required. If "Yes" is selected, provide the relevant email address.
6. Click Update and repeat as needed for additional users.

Create a Data Entry login

1. Click Create Data Entry Login at the base of the Access Level Details table.
   
2. Create a new login and a temporary password.
3. Select the accounts this user needs access to.
4. Click Update and repeat as needed for additional Data Entry users.

Update a password

1. Select the user who requires a password reset.
2. Select Update Password from the drop-down menu of available modifications.
3. Enter the new temporary password.
4. Click Update.

Modify a user

1. Select the user who requires an update.
2. Select Update Account Access Level and Accessible Accounts from the drop-down menu of available modifications.
3. Make any required changes to the accessible accounts.
4. For Internet Signing Authority logins, you can also update authorisation limits and notification details.
5. Click Update.

Delete a login

🚨 Important: If a user has SMSOTP enabled, this must be removed before the login can be deleted. Please contact Christian Finance to have SMSOTP disabled.

1. Select the user whose login requires deletion.
2. Select Delete Login from the drop-down menu of available modifications.
3. Select Delete again to confirm the deletion.

ℹ️ Note: Deleting an Internet Signing Authority login does not remove the client's Authority to Operate on the accounts.