ibs.customercare@metrobank.com.ph ▪ Key-in the 6-DIGIT Security Code then click VALIDATE to fully ▪ Select Group “MAKERGROUP” register your MA ▪ Click “Yes” for MFA → input the Authenticator ID generated STEP 1 – Download and Install Note: The 6-digit security code generated by the MA App is from the MA app (without spaces) on the Credential ID field Metrobank Authenticator now required on succeeding to Login to MBOS. ▪ Select User Password Expiry ▪ Download and install the security app Metrobank ▪ Input Personal Details Authenticator (MA) via Google Play Store or Apple App Store ✓ First Name to your mobile phone ✓ Middle Name STEP 4 – Create User Group ▪ Upon successful installation, open the MA app from your ✓ Last Name ▪ Go to Main Menu → Administration → User Group → Add mobile phone and take note of the 24 digit Authenticator ID ✓ Email User Group below the screen of the app. ✓ Mobile Number ▪ Input User Group name in Description “MAKERGROUP” Note: MA app should be downloaded and installed individually ▪ Click Save and Add Another ▪ Select Role “Maker” for System Administrator Encoder, System Administrator ▪ Select Role “AUTHORIZER” ▪ Select Default Class “A” Approver, Maker and Authorizer. Reuse of MA app is only ▪ Select Group “AUTHOGROUP” ▪ Select Allowed Accounts allowed for users with multiple roles. ▪ Click “Yes” for MFA → input the Authenticator ID generated ▪ Select Services ▪ Click Save and Add Another from the MA app (without spaces) on the Credential ID field STEP 2 – Log In to MBOS ▪ Input User Group name in Description “AUTHOGROUP” ▪ Select User Password Expiry (as System Administrator Encoder) ▪ Select Role “Authorizer” ▪ Input Personal Details ▪ Retrieve your Corporate Code, User ID and Password from ▪ Select Default Class “A” ✓ First Name your registered MBOS email address (Welcome Letter from ▪ Select Allowed Accounts ✓ Middle Name Metrobank Business Online Solutions email 1of 2 for User ID ▪ Select Services ✓ Last Name and 2of 2 for the Password) ▪ Click Save and Add Another ✓ Email ▪ Open any web browser and type ✓ Mobile Number https://mbos.metrobank.com.ph STEP 5 – Log In to MBOS ▪ Click Save and Add Another ▪ Input your Corporate Code, System Administrator Encoder (as System Administrator Approver) User ID and Password. STEP 7 – Complete Create User ▪ Open your email and retrieve your System Administrator ▪ Click Sign In ▪ Log in as System Admin Approver Approver user ID from Welcome Letter from Metrobank ▪ Change your credentials to your preferred user ID and ▪ From the Home Page, look for the Task List and tasks Business Online Solutions email 1 of 2 password. enumerated → Click Approve User → Select All → Click ▪ Retrieve your System Administrator Approver password from ▪ Choose a title → Click Submit. Approve button below → Click Submit. Welcome Letter from Metrobank Business Online Solutions Note: Upon successful update, a notification will prompt Note: Approved users will receive Welcome Letters to their email 2 of 2 stating “Successfully Registered”. ▪ Open any web browser and type registered email addresses which contain their temporary user https://mbos.metrobank.com.ph ID and password ▪ Input your Corporate Code, System Administrator Approver USER ID AND PASSWORD user ID and Password. STEP 8 – Tax Identification Number (TIN) Enrollment LENGTH AND COMPLEXITY ▪ Click Sign In Option 1: Enroll in Subsidiary TIN ▪ Change your credentials to your preferred user ID and ▪ Log in as System Admin Encoder USER ID PASSWORD password. ▪ Go to Main Menu → Administration → Government Payment ▪ Choose a title → Click Submit. IDs → Enrollment → Enroll Subsidiary TIN Note: Upon successful update, a notification will prompt ▪ Click the Add icon MIN LENGTH 2 10 stating “Successfully Registered”. ▪ Input the Subsidiary TIN ▪ On the MBOS Sign in page, input your Corporate Code, ▪ Input the Preferred Nickname (Company Name) MAX LENGTH 20 None updated System Administrator Encoder user ID and Password. ▪ Click Next Step → Click Submit ▪ Click Sign In. (refer to steps 1 and 3 for MA downloading and ------------ SPECIAL Not Required activation) ▪ Log in as System Admin Approver CHARACTERS Allowed ▪ From the Home Page, look for the Task List and tasks ▪ Click the task in Dashboard Task List *'''~`:;%&!#$@ (,) enumerated → Click Approve Edit User → Select All →Click ▪ Select the transaction → Input Remarks Approve button below → Click Submit. ▪ Click Approve → Click Submit ▪ Go back to Home page (Click the Metrobank logo) Option 2: Enroll as Primary Tin STEP 3 – Activate your Multi-Factor Authentication ▪ From the Home Page, look for the Task List and tasks ▪ Compose an email using your registered email address with enumerated → Click Approve User Group → Select All →Click (MFA) the following details: ▪ Approve button below → Click Submit. ▪ After a successful MBOS LOGIN, a screen will pop-up, ✓ Request: Enroll Primary TIN requiring the user to enter the 24-digit Authenticator I.D. ➢ Corp Code: (refer to STEP 1 – downloading of MA APP). STEP 6 – Create User ➢ Corp Name: ▪ Key in the 24-digit Authenticator ID (no spaces) and click ▪ Log in as System Administrator Encoder ➢ 12-digit TIN: VALIDATE button. ▪ Go to Main Menu → Administration → User → Add User ▪ Send the email to – mbos.redoc@metrobank.com.ph ▪ Select Role “MAKER” Maintenance Guide Forget Password Edit Transaction Matrix ▪ Click the Forgot Password? link from the MBOS Sign-In page Note: For any changes in the default workflow, authorization rule Enroll Merchant ▪ Input Corporate Code, User ID and Email Address and transaction limits kindly email our Customer Care for support Note: For Pay Bills and Integrated Payments services ▪ Click Submit with email address below. ▪ Log in as System Admin Encoder Note: A message will prompt, indicating a successful sending of ▪ Go to Main Menu → Administration →Merchant →Enroll reset link to your email. Merchant ▪ Check your email for the reset link → Click the link ▪ Select Currency ▪ Input your new password ▪ Select Merchant Category ▪ Select Merchant ▪ Input Preferred Nickname Charging Account ▪ Select Linked Corporate Groups Note: Nomination of charging account is required for multiple ▪ Input Subscriber Number, Reference Number and Telephone enrolled accounts. Transaction will not push through if not defined. Number – optional or as required by merchant ▪ Compose an email using your registered email address with ▪ Click Save → Click Submit the following details: ------------ ✓ Request: Nomination of Charging Account ▪ Log in as System Admin Approver ➢ Corp Code: indicate your corporate code ▪ Click the task in Dashboard Task List ➢ Corp Name: indicate your company name ▪ Select the transaction → Input Remarks ➢ Service: Domestic or Foreign Transfer ▪ Click Approve → Click Submit ➢ Charging Account: indicate your nominated charging account (indicate separately for USD and thirds as applicable). Add Account Nickname ▪ Send the email to – mbos.redoc@metrobank.com.ph ▪ Log in as System Admin Encoder Note: This should be performed by either the System ▪ Go to Main Menu →Administration → User Group →Edit Administrator Encoder or Approver. User Group ▪ Select the Maker group that can update the Nickname → Click the edit icon on it’s right side Link your Newly Enrolled Account Number ▪ At the bottom part, collapse the “Add Account Enrollment ▪ Log in as System Admin Encoder Services” → Tick “Account Nickname Maintenance” → Tick all ▪ Go to Main Menu →Administration → User Group →Edit sub menu User Group ▪ Click Save → Click Next Step → Click Submit ▪ Select the User Group that can access the newly enrolled ------------ account number → Click the edit icon on it’s right side ▪ Log in as System Admin Approver ▪ Select the account number ▪ Click the task in Dashboard Task List ▪ Click Save → Click Next Step → Click Submit ▪ Select the transaction → Input Remarks ------------ ▪ Click Approve → Click Submit ▪ Log in as System Admin Approver ▪ From the Home Page, look for the Task List and tasks enumerated → Click Approve Edit User Group → Select All → Suspend User Click Approve button below → Click Submit. ▪ Log in as System Admin Approver ▪ Go to Main Menu → Administration → User → Suspend User ▪ Search the existing User for suspension or lift suspension: ✓ To suspend, click the Suspend icon, input Link your Newly Availed Service suspension date and click Save ▪ Log in as System Admin Encoder ✓ To lift suspension, click the Lift icon ▪ Go to Main Menu →Administration → User Group →Edit ▪ Click Ok User Group ▪ Select the User Group that can access the newly availed Unlock User service → Click the edit icon on it’s right side ▪ Click the Unlock User link from the MBOS Sign-In page ▪ Select the service ▪ Input Corporate Code, User ID and Email Address ▪ Click Save → Click Next Step → Click Submit ▪ Click Submit ------------ Note: A successful User ID unlock will prompt, click Back and sign-in ▪ Log in as System Admin Approver again. ▪ From the Home Page, look for the Task List and tasks enumerated → Click Approve Edit User Group → Select All → Click Approve button below → Click Submit.