Suspend or remove IDEAL user

Last updated: Nov 2024

When you suspend a user, they cannot use IDEAL until you restore their access. They will not be able to log in at all. 
 
If your business has Customer Self Administrator (CSA) access  

This means your business has an IDEAL user with the permissions of an administrator. To suspend a user, an administrator needs to submit a user suspension 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. Go to the main menu and select Administration. 
    
3. Select Manage company & users - Customer Self Administration. 
    
4. Select Users - View and manage users. 
    
5. You may use the search bar to find the user you want to suspend. Go to the person’s name. Next to it is an icon Action. Select it, then select Suspend. 
    
6. Another administrator needs to approve the application to suspend the user. 
    
7. Once the request is approved, the user will be suspended.
    
8. To re-activate a suspended user, follow the above steps and select the Re-activate action. 
    

When you remove a user, their profile will be deleted permanently. To use IDEAL, they need to be added as a new user. 

If your business has Customer Self Administrator (CSA) access 

This means your business has an IDEAL user with the permissions of an administrator. To remove a user, an administrator needs to submit a user deletion 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. Go to the main menu and select Administration. 
    
3. Select Manage company & users - Customer Self Administration. 
    
4. Select Users - View and manage users. 
    
5. You may use the search bar to find the user you want to remove. Next to it is an icon Action. Select it, then select Delete. 
    
6. Another administrator needs to approve the application to remove the user. 
    
7. Once the request is approved, the user will be deleted 
    

If your business does not have CSA access  

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 Remove user(s). 
    
4. Under User 1, enter the full name and IDEAL user ID of the user you want to remove. 
    
5. Select Delete another existing user if you would like to remove another user. 
    
6. Select Next to review application. 
    
7. Select Authorise Submission. 
    
8. Select the authorised signatories who need to approve the application. 
    
9. If applicable, digital signing options via Digisign or DBS IDEAL will appear. 
    
10. 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. 
     
11. Once the user deletion request is processed by the bank, the users’ IDEAL access will be deleted.