*Note: We encourage transacting during business

hours, Mondays to Fridays, except Holidays and

weekends.

SYSTEM ADMINISTRATOR
Quick Reference Guide

Dedicated After Sales Support

For Corporate Clients
From 8:30 AM to 5:30 PM Mondays to Fridays, except during holidays

Customer Care Hotlines

• (02) 88-988-000 press 2 then 2 (Manila Line)
• 1-800-10-8579727 (Domestic Toll Free)
• SMART : (0949) 994-2417 or GLOBE (0917) 523-
3364

Customer Care Email Address

[email protected]
 ▪ 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 – [email protected]
▪ 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 – [email protected]
▪ 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.