Setting up your company

1. Nominate your company Administrator
2. Sign-in for the first time
3. Set up additional users

Nominate your company Administrator

To manage your company on BankRec, you'll need at least one person in your company to act as a company Administrator. Your Administrator performs a key role and will be responsible for creating and maintaining Users including the ability to limit access.

Your Administrator is nominated when you sign up for BankRec or can be set up by your Westpac representative through a completed Administrator Establishment form.

Signing in for the first time

To login for the first time, you will need your BankRec welcome email. This is sent to the email address you nominated when establishing the Administrator.

To sign in to BankRec, follow the instructions in the BankRec welcome email.

You will be asked to:

1. Confirm your email address (and optionally your mobile phone number).
2. Set your security questions and answers.
3. Set your password.

Set up additional users

Refer to Create a new user

Administrator form

Download the Administrator Form.