Setting up a Clicks “view-only” profile

Setting up a Clicks view-only profile is a more secure way to link your Clicks accounts to 22seven. The process is quite intricate, so please make sure you follow all 8 steps. If you need any help with this, contact The Svens.

Step 1 of 8

Log in to your Clicks account and click the Settings tab, then click Add.

log into clicks account

Step 2 of 8

Complete the Personal Details and Contact Details sections. You can create the secondary user using your own details if you wish; it does not necessarily need to be another person. Next, tick the checkboxes under View for the accounts you want to expose to 22seven. Do not check anything under Transact. Click Continue.

Add 22seven as a user

Step 3 of 8

Choose a new user ID and temporary password. The user ID must not be the same as what you use for internet banking and it’s a good idea to use a different password too. Enter your cellphone details in the Additional Security section. Click Add.

Add new user details

Step 4 of 8

Accept the terms and conditions by ticking the checkbox and clicking Confirm.

Accepts terms and conditions

Step 5 of 8

Enter the one-time PIN (OTP) you will receive via SMS or email and click Submit.

Enter one time password

Step 6 of 8

Click Finish and then you must log off from internet banking.

Log off

Step 7 of 8

Now log in using your new view-only user ID and temporary password. You’ll be prompted to change your temporary password. Enter a new password (different to your primary password) and click Update. Then log off from internet banking again.

Log in with new read only account

Step 8 of 8

Now log back into Clicks using your new view-only user ID and permanent password. Clicks will immediately prompt you to accept terms and conditions, and a notice on phishing. Accept both of these, click continue and log off from Clicks internet banking.

Accepts terms and conditions

All set! If everything went according to plan, you can now link your Clicks accounts to 22seven.