GEM CONNECT HELP AND SUPPORT
What is already set up

When you start to use Lloyds Bank Gem Connect, your Implementation Manager in the Onboarding team will have set up your Company as well as Primary and Secondary role profiles for administration purposes. These role profiles are superuser which are enabled to allow you to set up your channel to meet your business requirements.

Primary and Secondary role profiles will already have access to the set-up functionality within Lloyds Bank Gem Connect, including Company information such as Name, Address and any bank accounts that have already been opened for you. 

Primary and Secondary role profiles will be assigned to nominated users within your business. Once set up they will receive login and security devices to allow you to see and manage the accounts you hold with Lloyds.

These profiles will then be able to set up and create additional role profiles, users and groups that will access your accounts (to open or maintain), set up beneficiaries or make and approve payments. This access is the default setting.

You will also see two ‘canned’ roles that are entitled “Admin” and “Balance & Reporting” and will be prefixed with your company name. 

The Primary, Secondary and Admin Role Profiles are created with all entitlements enabled during set up but will still need additional specific activity done on them to perform specific processing such as Payment Approvals which is covered in detail under Payment Functionality Section.