User Management

The User Management module allows the Bank AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. to:

• Search User
• Create User
• Update User
• Delete User

How to reach here:

Admin Dashboard > User Management

Search User

Using this option, bank administrators search the users. The search result displays a list of particular users based on different search parameters.

Partial search is also allowed using Search User option. For example, if you enter the word “ira” it will display all the users containing that word.

If the search parameters are not specified, then it displays all the records.

Field Description

Field Name	Description
Search Users
User Name	Log in id or user Id of the user.
First Name	First name or given name of the user.
Last Name	Last name/ surname of the user.
Email	Email id of the user.
Mobile Number	Mobile number of the user.

To search user:

• Click Search.

2. The User Management screen with search results appears based on the search parameters. Click Reset if you want to reset the search parameters.
3. To edit a user, click . The Update User section appears.
4. To delete a resource, click . The Delete Warning message appears.
5. To assign group role to a user, click the Assign Groups link.
6. To handle the status of the user, click the Status link.
7. To manage the credentials of the user, click the Manage Credentials link.

Create User

Using this option, the bank administrator can create users. Random password is set and alerted to the user for first time login purpose.

Two types of users are created:

• Customer - this involves, searching through party id and assigning the already mapped party details to the user.
• Employee - this involves configuring the entire profile details, address details and other miscellaneous information.

To create a user:

1. In the User Management screen, click . The Create New User screen appears.

Field Description

Field Name	Description
User Type	Type of user. The options can be: Customer Employee
Employee Details This section appears, if you select Customer option from User Type list.
Party ID	PartyA party is any individual or business entity having a banking relationship with the bank. id assigned to the user.
Assigned Party ID	Displays the party id assigned to the user.
Following fields appear, if you select Employee option from User Type list.
Organization	Name of the organization.
Manager	Name or id of manager.
Employee Number	Employee id of the user.
Profile Information
User Name	Login id or user id of the user.
Email Id	Email address of the user.
Title	Salutation to be used. The options are: Mr Mrs Miss Dr
First Name	First name or given name of the user.
Middle Name	Middle name of the user.
Last Name	Last name of the user.
Address Details
Address Line 1,2	Address details for contact information of the user.
Address Line 3,4	Address details for contact information of the user.
City	City of residence of the user.
State	State of the user.
Country	Country of the user.
Pin Code	Zip code of the user.
Miscellaneous Information
Contact number (mobile)	Mobile number of the user.
Contact number (land line)	Land line or residence number of the user.
Date of Birth	Date of birth of the user.
Home Branch	Home branch of the user
Home Entity	Default entity of the bank to which customer is linked.
Accessible Entity	All kinds of bank entities which should be mapped to the user.
User Groups	User groups to be assigned.

2. From the User Type list, select the appropriate option.
1. If you select Customer option:
1. In the Party Id field, enter the party id.
2. Click Fetch Details. The application fetches the mapped details.
3. In the User Name field, enter the user id of the user.
4. In the Home Branch field, enter the home branch of the user.
5. In the Home Entity field, enter the home entity of the user.
6. From the Accessible Entity list, select the appropriate option.
7. From the User Groups list, select the appropriate group to be assigned.
2. If you select Employee option:
1. In the Employee Number field, enter the six digit employee number of the user.
2. In the User Name field, enter the user id of the user.
3. In the Email Id field, enter the email id of the user.
4. In the Title field, enter the title of the user.
5. In the First Name field, enter the first name of the user.
6. In the Last Name field, enter the last name of the user.
7. In the Address Line1-4 field, enter the address of the user.
8. In the Country field, enter the country of the user.
9. In the Pin Code field, enter the pin code of the user.
10. In the Contact number (Mobile) field, enter the mobile number of the user.
11. In the Contact number (Land line) field, enter the land line number of the user.
12. In the Date of Birth field, enter the appropriate date.
13. Repeat steps iv to vii of step 2 a.
3. Click Create.
   OR
   Click Cancel to cancel the transaction.
4. The Create User screen with success message appears. Click , if you want to update the user details.

Update User

Using this option, you can update or edit the details of a particular user. These details are based on the information configured by you, while creating the user.

To edit or update a user details:

1. Repeat step 1 of Search User section.
2. To edit a user, select a record and click . The Update User section appears.

Update User

Field Description

Field Name	Description
User Type	Type of user. Customer Employee
Assigned Party ID	Party id assigned to the user. This field appears for the Customer type of user.
Profile Information
User Name	Common name or user id of the user.
Email Id	Email address of the user.
Title	Salutation to be used. The options are: Mr Mrs Miss Dr
First Name	First name or given name of the user.
Middle Name	Middle name of the user.
Last Name	Last name of the user.
Organization	Name of the organization. This field appears for the Employee type of user.
Manager	Name or id of manager. This field appears for the Employee type of user.
Employee Number	Employee id. This field appears for the Employee type of user.
Address Details
Address Line 1,2	Address details for contact information of the user.
Address Line 3,4	Address details for contact information of the user.
City	City of residence of the user.
State	State of the user.
Country	Country of the user.
Pin Code	Zip code of the user.
Miscellaneous Information
Contact number (Mobile)	Land line or residence number of the user.
Contact number (Land line)	Date of birth of the user.
Date of Birth	Home branch of the user.
Home Branch	Home entity of the user.
Home Entity	Entities available to the user.
Accessible Entity	Entities available to the user.

3. In the Home Branch field, enter the home branch of the user.
4. In the Home Entity field, enter the home entity of the user.
5. From the Accessible Entity list, select the appropriate option.

Delete User

Using this option you can delete an existing user.

To delete a user:

1. Repeat step 1 of Search User section.
2. To delete a user, click . The Delete Warning message appears.

3. Click Confirm.
4. The User Management screen with the successful object deletion message appears. Click Done to complete the transaction.

FAQs

Who can create / update the user?

Only bank administrator can create a user and edit its details.

Which user information can I update using Update User screen?

Using the Update User screen, you can update only the editable profile information, address details and miscellaneous information such as email-id, mobile number etc. To edit the other information like User Name and Email id you need to contact to the bank.

What is home entity and accessible entity?

Home entity is the default business unit mapped to the user. It can be various types of banking products and features bank customers are availed of. For example, net banking, wealth banking, personal banking etc. Accessible EntityList of all the available business units to the customer. is the list of all the available business units to the customer.

Home

Copyright Information

View Table of Contents