Centralised account management

To reduce the likelihood of fraudulent activity, we’re using a one-time password (OTP) SMS and email as a two-factor authentication (2FA) when you login, create payees, make transactions including a few other tasks on World Account.

You can update your email and phone numbers by visiting My account > Security settings. If you can not receive the email or SMS, there are three ways to retry:

1. Click “Resend” to receive the OTP code, it should take 5-10 seconds
2. Change OTP verification method by clicking “Change method”
3. Upon login to the new portal, go to “Security settings” found in the top-right dropdown bar to update your 2FA phone number and email address. Contact us at +65 6805 4380 or [email protected] if you face further issues

Alternatively, you can use the Twillio Authy App to complete your two-factor authentications.

If you have the Authy App, you can complete verifications by simply clicking on a push notification without having to enter codes. You can download the Authy App and register with the same phone number you have on file with WorldFirst. And then, you can go to “My account” > “Security settings” in your WorldFirst portal to bind your Authy account. Refer to this guide for more instructions – https://www.worldfirst.com/sg/compliance/authy/

You can add new employees onto your World Account by following instructions:

1. Click on the “My account” icon on the top navigation
2. Scroll to “My team”
3. Click “Invite a new user”. To invite a new user, you’ll need to enter their full name, the role you want to assign to them and their email address.
4. The user will receive an invitation to sign up to your account. They will be required to verify who they are by submitting their identity documentation before they have access to the account.
5. The new user will be shown in the “People” section of “My team”

Click the “Roles” under “My team” in your account, you can assign different sets of account permissions. As the account owner/an admin, you can assign users different roles for them to efficiently carry out their work while ensuring that your funds and information are protected.

Please refer to this guide for more details – What are Roles and how do I create one?

You can also create your own custom role by clicking on “Create a new role” and set your own bespoke permissions.

Please refer to this guide for more details – How do I create authorisation rules?

Done

If you’re a registered business that is a group, i.e., a parent with a subsidiary, you can register for more than one World Account.

You can also have these accounts linked together to view and manage your parent and subsidiary entities in a single view. Contact us for more information and support to group your accounts together.

1. Click “My account”
2. Scroll to “Sub-accounts”
3. Click individual sub-accounts to switch between accounts or click on “All sub-accounts” to view the pooled balance of multiple accounts and link new sub-accounts