Enhanced Account Controls in TenetOS: Streamline Your Team's Security and Management
Published on: Monday, 30 September, 2024
At Tenet, we are dedicated to continuously improving our platform to provide you with the best tools for managing your team and accounts. We’re excited to introduce the latest update to TenetOS: streamlined user account controls. This update will empower corporate and institutional users with greater flexibility, control, and security—all designed to meet your organisation’s needs seamlessly.
Why This Matters
Whether you’re onboarding a new team member or refining your account’s security protocols, Tenet’s improved team management and enhanced onboarding is designed to make managing user permissions and roles easier and more secure than ever. You have the power right at the beginning to assign roles, manage permissions, and control transaction thresholds, ensuring that your organisation’s policies are followed without the hassle.
Key Enhancements
Improved Flexibility and Control: TenetOS now allows for immediate role assignment and management across your organisation. Assign team roles and permissions with ease, ensuring that every team member has the access they need—nothing more, nothing less. This update is especially beneficial for directors and decision-makers seeking an efficient and streamlined process.
Administration Rules: Since the inception of TenetOS, the Administration Rules feature provides decision-makers with control over the most critical settings in the client profile. Right from the outset, administrators can now set clear policies for account management and transaction oversight, ensuring that all actions comply with the business’ policies.
Transaction Rules: Like Administration Rules, Transaction Rules can now be set at any stage, including during the onboarding phase. For day-to-day operations, Transaction Rules empower team members to handle payments and regular operations, all while adhering to the thresholds and guidelines set by the administration rule. This separation ensures that your organisation’s financial operations run smoothly and securely, with minimal risk.
Seamless Onboarding: Our newly enhanced onboarding experience ensures that every new user can be quickly integrated into your organisation’s structure. With clearer role definitions and streamlined account setup, you’ll experience faster onboarding without compromising on security.
How It Works
Administration Rules: Defines the policies, approves transaction thresholds, and manages key account settings.
Transaction Rules: Carries out payments and daily operations, following the rules and policies established by the administration rule.
With these enhanced controls, TenetOS offers the perfect solution for corporate and institutional users seeking a secure, user-friendly platform for managing teams and financial operations.
Streamline Your Operations Today
Ready to take your team’s management to the next level? Learn more about how Administration Rules and Transaction Rules can help you achieve better security and control.
Get help with Administration Rules.
Get help with Transaction Rules.
Authored by:
James Woodbridge
James Woodbridge is Tenet's Director of Client Services. He brings more than 15 years' experience of working in the global financial and banking services industry. James and his team work closely with Tenet's clients to understand their needs and expectations, with an aim to establish long-term, mutually beneficial relationships.
