Changing access to Receive a Deposit | NAB Portal Pay - NAB

 An agent has left or no longer requires access to Receive a Deposit

You must remove the agent's access if they no longer require it. Agents will be able to receive sales deposits into your nominated settlement account until their access is removed or revoked.

  1. Log in to NAB Connect.
  2. From the Admin menu, select Users & Permissions.
  3. Find the User  or enter the User’s details in the search field. Select Display.
  4. Tick the checkbox next to the User ID and select Modify User.
  5. Navigate to the Services section, unselect NAB Portal Pay and select Modify User.

If an agent has left the agency, the Admin will need to suspend or delete their access. You can temporarily suspend access from General Users and then re-activate in instances where the General User may be away for a period of time.

Details of the nominated NAB settlement Account have changed

If your account details have changed, you’ll need to notify NAB Portal Pay Support. Submit an amendment form to update your account for the settlement of your property sales deposits.

You’ll also need to update the access for agents in NAB Connect. Navigate to the General User and modify the account linked to their Receive a Deposit function.

  1. Log in to NAB Connect.
  2. From the Admin menu, select Users & Permissions. 
  3. Either scroll through the list to find the User or type User details in the search fields, and select Display.
  4. Tick the checkbox next to the User ID and select Modify User.
  5. Navigate to the Services section and select NAB Portal Pay. 
  6. Scroll down to Resources and select Accounts to remove the previous account. Now select the new account that has been set up to Receive a Deposit and select Continue.
  7. Select Modify User.  
  8. You'll receive a success message and will be returned to the Users screen. 

Related guides

See some of our other guides to help you get the most out of NAB Portal Pay.

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