Create and manage IDEAL approval groups

This means your business has an IDEAL user with the permissions of an administrator. To create an approval group, an administrator needs to submit a request and another administrator needs to approve this action.

An administrator can do this using the following steps. Please do it on a desktop computer as the CSA feature is currently available on the IDEAL desktop version.

1. Log in to DBS IDEAL. 
    
2. Select Administration from the main menu bar.
    
3. Select Manage company & users - Customer Self Administration. 
    
4. Select Company – Setup and Profile, then Company Profile. 
    
5. Select the Approval Groups tab. 
    
6. Click on Create a New Group. 
    
7. Enter the Group name and Group type and add users into the Approval Group.
    
8. Click continue to review. 
    
9. Select Submit when completed. 
    
10. Another administrator will need to review and approve the request to create a New Group.  
     
11. Once the request is approved, a new approval group will be created.

To use the new approval group, you need to update your approval policy.

1. Go to IDEAL Maintenance Form and create a new application. 
    
2. Select Login with DBS IDEAL to automatically fill in your organisation’s details. Or enter the information manually. 
    
3. Select Add/manage existing user's services and roles.
    
4. Under User 1, enter the new user's name as per their identity documents. For Singapore residents, use their Singapore identity card (IC) or foreign identification number (FIN) card. For non-residents, use their passport.  
    
5. Select Add new user. 
    
6. Enter the user’s details, including mobile number and email address. 
    
7. Select Transaction Authoriser and place this user into approval groups A to E. 
    
8. Select the services that the new user can approve: 
   •  Cash and trade services 
   •  Open account trade (OAT) 
   •  Securities & Fiduciary services (SFS) 
   •  Loan 
   •  FX online
    
9. Grant access to All or Specific accounts, and fill in required information. 
    
10. Select Next to review application. 
     
11. Select Authorise Submission. 
     
12. Select the authorised signatories who need to approve the application.  
     
13. You can have them sign either digitally (using DigiSign or DBS IDEAL) or in wet ink.
    
    A wet ink signature refers to a signature physically written on paper. If you need to provide additional supporting documents (such as when adding a transaction approver), wet-ink signatures are required.
    
    To submit an application with wet ink signatures 
    Select Print and send. Download this application as a PDF file, and print it for signing.
    
    If you’re adding a new transaction approver, you may be asked to provide supporting documents. Mail these to us at the address in the document. 
     
14. Once the new user is added to your business profile, they will receive an email informing them about this.

To use the new approval group, you need to update your approval policy.