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Getting started with TenetOS

Welcome to Tenet and TenetOS. We are looking forward to working with you and building a strong partnership. Here are some recommended first steps to secure and set-up your account in TenetOS.

1. Secure your account

Protect your account from unauthorised access by adding a multi-factor authentication method to your password. Available methods are through an authentication app and physical security key.

Certain areas of TenetOS shall be restricted until an authentication method has been succesfully added.

Expand here to learn how to add an authentication method.
  1. Sign in to TenetOS.
  2. Click on your profile in the top right and then Sign in and Security.
  3. Click Enable beside the Authenticator or Security key.
    • For Authenticator, get an authentication app and scan or copy the barcode into the app. Enter the code to verify that it's been added correctly.
    • For Security key, plug the security key into the device and follow the steps on screen.
  4. Repeat the steps above to add another authentication method.

2. Find your wire instructions

Your incoming wire instructions are available in TenetOS and you can easily send those instructions to any third party for payment.

Expand here to learn how to send your incoming wire instructions.
  1. Sign in to TenetOS.
  2. Go to Accounts, and then Account Activity.
  3. Select the appropriate account.
  4. Click Receive Money. A modal window appears.
  5. Enter the third party name and email address.
  6. Personalise the message to them (optional).
  7. Click Send.

An email with your wire instructions shall be sent to the third party.

Expand here to see the email.

3. Enable other users

Get other users access to the account by enabling their user. An email shall be sent to their email address with their username. Once they enter their username at the TenetOS sign in page, it will prompt them to verify their email and create their password.

Expand here to learn how to enable other users.
  1. Sign in to TenetOS.
  2. Go to Administration, and then User Management.
  3. Click Enable beside the appropriate user. Note that you may need to scroll to the right.
  4. On the modal, click Enable User to confirm.

An email with their username shall be sent to the user to access TenetOS.

If you have Limited permissions, you will only be able to enable other users and unable to add additional users, view or change Administration Rules, or view or set-up Transaction Rules.

4. Add additional users

You may add additional users to the account at any given time. Users may be created from any existing contact in the client profile structure, or new users may be created and added. Depending on their relationship and user permissions, due diligence information may be required.

Expand here to learn how to add users to the account.
  1. Sign in to TenetOS.
  2. Go to Administration, and then User Management.
  3. Click Add User.
  4. Select whether the contact already exists.
    • If yes, select the contact, transaction permissions, and administrator permissions.
    • If not, complete the information for the new contact, such as their name, contact information, user permissions, and relationship to the entity.
  5. Click Save.
  6. If documents are required, go to Administration, and then Client Profile.
  7. Click on the component, and click See More Information.
  8. Complete the due diligence information.
  9. Click Confirm Complete.
  10. Go back to Administration, and then Client Profile.
  11. Click Submit for Review.

Approval required from Administration Rules1.

The new user request may also require a review from the bank.

Once the user is approved, the user may be enabled.

5. Change your Administration Rules

Critical changes to the account settings require authorisation from the administration rules, such as adding a new user or setting up transaction rules. The purpose of these administration rules is to ensure changes to the account are properly managed and authorised. Customise your rules based on approval groups and thresholds. For further details, please see Administration Rules.

The initial administration Approval Groups and Administration Rules are set-up during the account application process.

Expand here to learn how to change your administration rules.

Create your administration Approval Group(s) (if necessary)

  1. Sign in to TenetOS.
  2. Go to Administration, and then Administration Rules.
  3. On the tab Approval Groups, click Add Group.
  4. Enter the name of the group, select the members of the group, and add a description for the group.
    • Available members are those users where their Administrator permission is set to Yes. This can be seen in User Management.
  5. Click Save.
  6. Repeat the steps above to create another approval group, if necessary.

Approval required from Administration Rules1.

Change your Administration Rules

  1. Go to Administration, and then Administration Rules.
  2. Click the tab Approval Rules.
  3. Click Edit.
  4. Select the appropriate approval group and then the required number of approvals from this group. Click And or Or to build the approval conditions. Repeat until completed.
  5. Click Save.

Approval required from Administration Rules1.

Expand here to see a sample of administration rules.

6. Set-up your Transaction Rules

Set-up your transaction rules and apply them to your bank accounts. Customise your rules based on approval groups, approval thresholds, and transaction ranges or limits. For further details, please see Transaction Rules.

You can only send transfers from bank accounts that have a Transaction Rule.

Expand here to learn how to set-up your transaction rules.

Create your transaction Approval Group(s)

  1. Sign in to TenetOS.
  2. Go to Administration, and then Transaction Rules.
  3. On the tab Approval Groups, click Add Group.
  4. Enter the name of the group, select the members of the group, and add a description for the group.
    • Available members are those users where their Transaction Permission is set to Authorised Signatory. This can be seen in User Management.
  5. Click Save.
  6. Repeat the steps above to create another approval group, if necessary.

Approval required from Administration Rules1.

Set-up your Transaction Rules

  1. Go to Administration, and then Transaction Rules.
  2. Click the tab Approval Rules.
  3. Click Add Rules. A modal window appears.
  4. Select the bank account(s) to apply the transaction rule.
  5. On the left, select the appropriate approval group and then the required number of approvals from this group. Click And or Or to build the approval conditions. Repeat until completed.
  6. On the top, configure the first transaction range by clicking the radio button and entering an amount. Click Add Range and repeat until completed.
  7. Select the checkbox to apply approval conditions to certain transaction ranges.
  8. Click Save.

Approval required from Administration Rules1.

Expand here to see a sample of transaction rules.

  1. This action requires an approval from your Administration Rules. Learn more about Administration Rules. ↩↩↩↩↩