csa

Customer Self Administration

Greater flexibility and control on DBS IDEAL

Customer Self Administration

Greater flexibility and control on DBS IDEAL

    How can Customer Self Administration benefit you?
    NEW AND IMPROVED
    Do away with time-consuming form submission. Customer Self Administration gives you faster and more comprehensive control over your DBS IDEAL accounts and online banking functions, including managing user access and adjusting your profile settings.

    Manage users with ease

    Easily add or remove users, and change permissions within a single working day

    Secure control

    Control your users’ security credentials and get notified of any changes to user details

    Tailor scope of access

    Select specific function access for each individual user

    Adjust company profile to your needs

    Enrol for new features, manage your authorisation policy, change limits, and more

    Streamline operations

    No more tedious forms, chasing signatures or risking rejection and delays because of errors

    CSA Registration

    You can now apply for CSA service via IDEAL Maintenance Form (Online).

    CSA Registration Guide

    IDEAL User Management (Adding/ Modifying/ Deleting /Suspending User Profiles)

    Adding New Users and Assigning Entitlements

    Modifying/ Deleting /Suspending User Profiles and Entitlements

    Resetting Login Details

    Unlocking Security Device

    Approving Requests

    Creating Approval Policy

    Modifying Approval Group

    Modifying Approval Policy

    You may refer to our step-by-step guide below.

    CSA Registration Guide

    CSA User Guide

    FAQs
    What is the Customer Self Administration (CSA) module?

    The CSA module within DBS IDEAL allows appointed users to self-manage the company’s IDEAL profile. Users appointed as Administrator can grant access rights to other DBS IDEAL users and perform important functions. For instance, the Administrator could delegate viewing and payment rights to specific DBS IDEAL users in your company.
    Who can access the CSA module?

    Customers who fulfil below two criteria can access the CSA module:

    • (i) Company is on IDEAL transact entitlement; and
    • (ii) IDEAL user has CSA entitlement
    How do I access the CSA module?

    The CSA can be accessed via the website version of IDEAL Online Banking Platform. On the main menu, you can visit “Administration” to access the CSA module.
    Can the DBS IDEAL Administrator also be a transaction maker or authoriser?

    Yes. The DBS IDEAL Administrator can hold dual responsibilities of being a transaction maker or authoriser, together with administrator.