System permissions

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Our easy to use guide will get you up and running in no time!

How to personalise your Netcash login

  1. Click on the activation link in the email you received from Netcash Support and insert the username and registered email address, click on continue.
  1. You will receive a second email from Netcash support which includes your One Time Pin. Insert your One Time Pin along with your username, and click on continue.
  1. To reset your Password or Pin in future, you will need to answer a security question. Select a question from the list and type in an answer you will easily remember.
  1. Type in a password as well as a PIN. Try not to use any password you have ever used before. Include uppercase, lowercase as well as numeric characters for optimum security.

Create a contact

  1. Select Account profile.
  2. Click on Contact Profiles> Contacts.
  3. Click on Add account contact button.
  4. Complete the required fields. To delete a contact, click on the waste bin to the left and then click Submit.
  5. Your contact will now be added to the system. Note that certain fields are mandatory. ID numbers are validated and Passport numbers need to be between 10 and 13 characters in length.
  6. Edit the contact by clicking on the pencil to the left.
  7. Tick the system user tick box.

Create system users

Each Netcash account has one system super user. This user has full rights and controls all aspects of the Netcash account. By default, the super user is a principal of the legal entity (director, member, partner etc.)

  1. System users can only be selected from the contact users list. You need to add a contact before you can add a system user.
  2. Select Account profile.
  3. Click on System users > Manage system users. A list of all contacts/users will be displayed.
  4. Edit the user entry by clicking on the pencil icon.
  5. Click on Manage login.
  6. Choose a username for the new profile and click on Generate.
  7. Once the login details have been generated, click on the Back button.

Setting up service permissions

  1. Select Account Profile.
  2. Click on System users > Manage system users.
  3. Edit the users by clicking on the pencil to the left.
  4. Click the Manage Permissions button.
  1. Select the account/accounts that you would grant access to.
  2. Click on the Select Accounts button.
  3. Click on OK.
  4. Click on the Services tab.
  5. Choose a Section and Sub-section.
  6. Allocate permissions for each sub-section using the down arrows.
  7. Click on Save Changes.

Setting up account profile permissions

  1. Click on the Account profile tab within the permissions setup.
  2. Select the required Section and Sub-section.
  3. Allocate permissions for each sub-section using the down arrows.
  4. Click on Save Changes.

Copy permissions

Permissions relate to Services that you have activated on the Netcash system and allow you to control the levels of access that each of your Netcash system users has.

  1. Select Account Profile.
  2. Click on System users > Copy permissions.
  3. Select the user from which it will be copied.
  4. Select the user to which permissions will be applied.
  5. Click on Apply for permissions.

Manage notification permissions

  1. Select Account Profile.
  2. Click on System users > Notifications.
  3. Click on the pencil icon to the left of the user that you wish to edit.
  4. Click on the service to edit the user permissions.
Notes: There are both email and SMS notification tabs.

How to reset your password or PIN

By now you probably have quite a number of online accounts. Forgetting your password happens to the best of us.

  1. Navigate to and click on the ‘Forgotten login details’.
  1. Enter the username that was emailed to you from Netcash Support as well as the registered email address.
  2. You will receive an email with a One Time Pin. Enter your Username and One Time Pin.
  1. You will then be prompted to answer a predefined security question.
  1. Insert your new password and PIN and click confirm.
  2. Select continue and log in to the system via the homepage.
Need more assistance?

Contact your Relationship Consultant on 0861 338 338 or email us on

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