What is SinglePoint? A Practical Overview for Business Users
SinglePoint is commonly referenced as a corporate/commercial online banking experience used by business customers. For most teams, the day-to-day value is simple: view balances, manage payments, approve transactions, and run reports. But the complexity shows up in two areas: access (how you sign in) and authorization (what you are allowed to see and do).
1) Access vs. Authorization
- Access = you can authenticate and reach the portal.
- Authorization = once inside, your roles/permissions control what appears.
A common mistake: treating a “missing account” as a login problem. Often it’s a role/entitlement issue instead.
2) Why corporate portals feel “strict”
Corporate banking systems are designed around internal controls: dual approvals, role separation, and audit trails. That means the same screen can look different for two users in the same company.
3) What to document when something doesn’t work
- The exact error text (copy/paste if possible)
- The step where it happens (login, MFA, account selection, approvals)
- Browser + device
- Time of occurrence (helpful for audit logs)
Next steps
If you cannot sign in, start with Access Help. If you can sign in but cannot see actions/accounts, read Authorization.