Setting Permissions and Activating a User Device

Before a user can register for the Barclays Corporate App the System Administrator will need:

1. To have set up Client level permissions for Mobile Services
2. To have set up the user as either a smart card / Fingervein or a standalone mobile user
3. To have assigned Mobile Services permissions to the user
4. To check that the correct mobile number and email address are held in iPortal for the user
5. To check the user has access to the iPortal Desktop if they are a smart card / Fingervein user

Once the user has registered a mobile device the System Administrator will need to generate an Activation code that they will hand to the user to input into the Corporate App to activate it.

Please note:

• You cannot generate an Activation code for your own mobile device
• An Activation code can only be generated 24 hours after the mobile device is first registered
• It is not possible to switch a smart card / Fingervein user to be a standalone mobile user
• Mobile Authentication is only available for Barclays iPortal and Barclays.Net access. If a user requires access to other services they should be set up as a smart card or Fingervein user – not a standalone mobile user.

Step 1 – Client Permissions

• Select ‘Administration’ then ‘View Client’
  
• From the ‘Settings’ menu, select ‘View’ for Mobile Permissions

• Ensure ‘Mobile Capabilities’ is switched ‘ON’ as this will allow you to enable user permissions for the Barclays Corporate App
• Switching On ‘Cash Management – Reporting’ will allow you to switch on users for Balance and Transaction Reporting in the App (if you do not have this option, you have not been enabled yet for iPortal Cash Management Reporting).

    
Step 2 – User Permissions 

• From the ‘Users’ menu, select ‘Manage Corporate Mobile App’.

• To enable the user for the Barclays Corporate App switch on ‘Mobile Capabilities’. This will enable that user to register for the Barclays Corporate App and use Mobile Authentication (Login/Sign/Re-Authenticate)
• Switching on ‘Cash Management – Reporting’ for the user will enable Balance and Transaction Reporting in the App (the accounts displayed are the same as those on their iPortal desktop)
• These are the System Administrator steps completed that will enable the user to download and register the Barclays Corporate App.
• Further action is required by the System Administrator to generate an Activation code for the mobile device.

Step 3 - Generating an Activation Code 

To activate a mobile device that has been registered, you will need to generate an Activation code that needs to be given personally to the user so that they can complete the in-app device activation process. 

The Activation code cannot be generated until 24 hours after the mobile device has been first registered.

• From the ‘Users’ menu, select ‘Manage Corporate Mobile App’
• Select ‘Manage mobile devices’
• If more than one mobile device is registered, confirm you are activating the correct one by using the device name
• You will be presented with a list of the mobile devices that the user has registered. Select the ellipsis next to the device that you wish to generate an Activation code for and select ‘Activate device’.

• An Activation code will be presented onscreen. This should be passed to the user and is valid for 48 hours. They have 3 attempts to enter the Activation code correctly.

• The device status will be updated to ‘Pending Activation’
• If a user does not complete the activation process in 48 hours or fails to enter the code correctly – you can generate a new code for them by selecting ‘Regenerate code’
• If you need to cancel an activation request, select ‘Cancel activation’
• You cannot generate an Activation code for your own mobile device
• Please note, that as part of our dormancy process, any device that is activated and not used for 90 days will automatically be reset to Inactive.