How to Request a New Calmony Account

Overview

When you need to set up a new account with us, the process involves several key steps. This guide explains both what customers need to do and the internal procedures we follow to ensure your account is properly configured with the correct access levels and authorisations.

Customer Request Process

To request a new account, simply contact support@calmony.co 

• The type of account you need (Client or Business Account)
• The name of the accounts 

Once we receive your request, our team will begin the account setup process.

Please be aware that once the account is live if it is a client account, you will need to verify at least one payee before funds can be deposited to that account. Otherwise the funds will be returned to the sender. 

Internal Account Opening Process

1. Go to the main settings and select manage Calmony accounts
2. Select "Actions" and then pick the type of account to open. 
3. Enter the new account name. 

The account will now be live. 

Once the account is live you'll need to re-grant staff access so that that account has the 2FA codes needed to authorise payments 

1. Go to Staff App and Payment Access and re-grant access to all existing logins that have access 
2. Ensure grant access to all accounts is set to yes so the new 2FA authentication works for all accounts. 
3. Ensure when you grant access that you're matching the original access level for that user, be it full or delegate
4. Finally send template email to the customer to confirm the account is open and that all users will need to re-grant their 2FA for authorising payments. It's really important that they need to verify at least one payee if it is a client account before funds can be deposited into that account 
   

For support or questions about your account setup, please contact our team.