Add and manage IDEAL administrators

Last updated: Nov 2024

What does an administrator do?

An IDEAL administrator can manage your organisation’s users and business profile. Find out benefits of having an administrator.

How to choose an administrator

An IDEAL administrator should be someone who:  

  • understands your organisation’s operations and audit requirements 
  • is familiar with the transactions or functions that your organisation uses on DBS IDEAL

Given the wide powers conferred on them, administrator(s) should be people in the organisation who have sufficient executive power and authority to take on the role; the organisation is responsible for ensuring that it has appropriate and adequate internal controls procedures and security measures in place to prevent any fraud, abuse or unauthorised acts/omissions by administrators.

You should have at least two administrators

Having at least two administrators ensures that changes are reviewed and approved by another person, which is safer and more secure. This means that no one person can make changes without the approval of another person. 

Your organisation can have as many administrators as needed, free of charge.
 

Check if you are an administrator

Administrators use the feature Customer Self Administrator (CSA) on IDEAL. If you are an administrator, you are able to access the feature. 

The CSA feature is currently available on the IDEAL desktop version. Use a desktop computer to check if you can view it. 

  1. Log in to DBS IDEAL.
     
  2. Go to the main menu and select Administration. 

If you can see the option Manage company & users, you are an administrator.
 

Add an administrator
  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. Then go to the section that suits your needs.

Administrators can have a single role (of administrator) or multiple roles (administrator and/or Transaction maker and/or Transaction Approver).

Add new or existing user with the role as an administrator
  1. Go to the section Update User Information. Select Nominate an administrator to manage your company’s DBS IDEAL (Customer Self Administration). 
     
  2. Under User 1, enter the 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. Enter the rest of the required information.
     
  3. To add another person as an administrator, select Nominate Another CSA and fill in the details of another person
     
  4. Select Next. Review your application in the Preview page.
     
  5. Select Authorise Submission to complete the application. 
     
  6. Select the authorised signatories who need to approve the application.
     
  7. 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 are adding a new transaction approver, you may be asked to provide supporting documents. Mail these to us at the address in the document. 

The application will be processed in about 7 working days after we receive it. Once update is made, the user will receive a notification by email to inform them that they have been added as an IDEAL administrator.  
Add a new user as an administrator with other roles
  1. Go to the section Update User Information. Select Add/manage existing users’ services and roles. Select Add new user. 
     
  2. 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. 
     
  3. Enter the rest of the required user details, including mobile number and email address.   
     
  4. Continue to User Roles to Add, and select Customer Self Administrator. 
     
  5. Go to Add User role(s) for services, and select at least one role:
    •  Enquiry 
    •  Transaction Maker 
    •  Transaction Authoriser 
     
  6. Select the services that the new user can use: 
    •  Cash and trade services 
    •  Open account trade (OAT) 
    •  Securities & Fiduciary services (SFS) 
    •  Loan 
    •  FX online
     
  7. To add another person as an administrator, select Add another user or supersede/remove another user’s services and roles. 
     
  8. Select Next. Review your application in the Preview page. 
     
  9. Select Authorise Submission to complete the application.  
     
  10. Select the authorised signatories who need to approve the application.
     
  11. 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 are adding a new transaction approver, you may be asked to provide supporting documents. Mail these to us at the address in the document. 

The application will be processed in about 7 working days after we receive it. Once update is made, the user will receive a notification by email to inform them that they have been added as an IDEAL administrator.  
Add an existing user as an administrator with other roles

  1. Go to the section Update User Information. Select Add/manage existing user's services and roles.  Select Add new user. 

  2. Under User 1, enter the existing 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. 

  3. Enter the rest of the required user details, including mobile number and email address.

  4. Continue to User Roles to Add and select Customer Self Administrator. 

  5. Continue to Add User role(s) for services: 
    •  Enquiry 
    •  Transaction Maker 
    •  Transaction Authoriser 

  6. Select the services that the existing user can use: 
    •  Cash and trade services 
    •  Open account trade (OAT) 
    •  Securities & Fiduciary services (SFS) 
    •  Loan 
    •  FX online

  7. To add another person as an administrator, select Add another user or supersede/remove another user’s services and roles. 

  8. Select Next. Review your application in the Preview page.

  9. Select Authorise Submission to complete the application.  

  10. Select the authorised signatories who need to approve the application.

  11. 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 are adding a new transaction approver, you may be asked to provide supporting documents. Mail these to us at the address in the document.

The application will be processed in about 7 working days after we receive it. Once update is made, the user will receive a notification by email to inform them that they have been added as an IDEAL administrator.  
Set up or update your administrator authorisation policy

Decide how your organisation wants to manage how changes are made or approved for your online business banking. 

  1. Go to IDEAL Maintenance Form to create a new application.
     
  2. Select Login with DBS IDEAL to automatically fill in your organisation’s details. Or enter the information manually. 
     
  3. Go to the section Manage Authorisation Policies, and select Add/Update Administrator Approval Policy (CSA). 
     
  4. Select Next. 
     
  5. Under Number of Customer Self Administrators (CSA) required to approve a request, go to the dropdown and select the number of administrators to approve a change made by another administrator. 
     
  6. Select Next. Review your application in the Preview page. 
     
  7. Select Authorise Submission to complete the application.  
     
  8. Select the authorised signatories who need to approve the application.
     
  9. 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 are adding a new transaction approver, you may be asked to provide supporting documents. Mail these to us at the address in the document.

The application will be processed in about 7 working days after we receive it. Once update is made, you will be notified by email and the new authorisation policy will take effect. 
 

Remove an administrator

You may need to remove administrator access from an employee, for example if their permissions have changed.

If they are leaving your organisation and you want to remove them completely, remove them as an IDEAL user. 

  1. Go to IDEAL Maintenance Form to 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 administrator’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 Remove user's services and roles. 
     
  6. Enter the user’s details, including mobile number and email address.  
     
  7. Continue to User Roles to Remove, and select Customer Self Administrator. This removes their administrator role. To remove other roles, select from the list. 
     
  8. Select Next. 
     
  9. Select Authorise Submission to complete the application.  
     
  10. Select the authorised signatories who need to approve the application.
     
  11. 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 are adding a new transaction approver, you may be asked to provide supporting documents. Mail these to us at the address in the document.

The application will be processed in about 7 working days after we receive it. Once update is made, the user will receive a notification to inform them that they have been removed as an IDEAL administrator.

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