How do I allocate a new security device to a user?

(For System
Administrators)
As a System Administrator, you must assign a new Security Device to any user (new or existing) that needs to have
access to HSBCnet. You can assign Security Devices to other System Administrators or End Users. To assign a
Security Device, log on to HSBCnet and complete the following steps:

Note: If the user currently has a Security Device assigned and you are allocating another device, you must first
revoke the existing Device in order to have the option to allocate the new Device. For instructions on revoking a
Device form a user, please refer to How do I revoke a Security Device? guide in the Help Centre.

If your organisation is setup with Sole Management Control, complete steps 1 to 6 only. However, if your
organisation is setup with Dual Management Control, you must also complete steps 7 to 10.

1. Choose the Manage security devices link under the User and account management tab.

Manage Security Devices link

2. Re-authenticate yourself using your Security Device and select Continue.

Reauthentication page

3. On the Manage security devices page, use the Unallocated Filter option to view a list of available security
devices. Note: the number in brackets denotes the number of free, unallocated devices available. If the
Unallocated filter option is unavailable it indicates that no security devices are available and you need to
order additional devices. Refer to the guide on How do I order additional security devices? in the Help
Centre.

4. Select an unallocated security device from the list and choose Allocate to User to proceed.

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List of Unallocated Security Devices

5. In the window that appears, select a user from the drop-down list to whom you wish to allocate this device.
Note: You cannot select a user who already has a security device allocated. Such users can be identified by
the icon besides their name.

Select a user - examples

6. Choose Confirm to proceed. An acknowledgement confirms your submission. The instruction is pending
authorisation by another System Administrator.

Note: If your organisation is setup with Sole Management Control, provide the Security Device to the assigned
user. The user will need to activate the Security Device by following the on-screen instructions during their first
time log on to HSBCnet.

If your organisation is setup with Dual Management Control, a second System Administrator (other than the one
who initiated the Device assignment) must log in to HSBCnet and complete the approval process by following the
next steps:

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© HSBC Bank plc 2020. All rights reserved
Acknowledgement of pending authorisation status

Authorising the Security Device allocation

As the authorising System Administrator, complete the following steps: (If you are the initiator

7. Select Manage Security Devices in the User Management service.

8. Re-authenticate yourself using your Security Device and select Continue.

9. On the Manage security devices page, use the filter to locate all instructions with status Allocated
pending authorisation. Select the desired instruction verifying that the username is correct. Next, choose
Authorise or Reject to complete the allocation.

Instructions pending authorisation

10. An acknowledgment confirms your action advising that the Device has been assigned to the User. Ensure
that you give the allocated device with the correct serial number to the user.

The user will need to activate the Security Device by following the on-screen instructions during their log on to
HSBCnet.

Issued by HSBC Bank plc Published: January 2020 Page 3 of 3

© HSBC Bank plc 2020. All rights reserved