USER GrouPS

Using this option you can create user groups. User groups are created considering the type of activities that user's perform. Users performing a similar set of activities are linked to a user group so that the approval rules can be configured for the entire group. This helps in easy maintenance as configuration is not required at individual user level. User groups are created for initiators as well as for approver user types.

How to reach here:

Dashboard > Approvals > User Group

To create a user group:

1. Click the User Group icon.
2. The User selection screen appears. Select the appropriate option.
3. If you select Admin User:

1. Click Create.
2. In the Group Code field, enter the group code.
3. In the Group Description field, enter the group name.
4. In the Group Members section, click Add.
5. From the list, select the appropriate ID and click Add.

User Group - Admin User

Note: You can click to delete a record.

Field Description

Field Name	Description
CREATE
Group Code	Name of the group.
Group Description	Description of the group.
GROUP MEMBERS
User Name	User name of the group members.
User ID	User ID of the group members.

• If you select Corporate User:

1. In the Party ID field, enter the party ID.
2. Click Search.
3. The corresponding result appear. Click Create.
   OR
   Click Back to navigate to previous screen.
   OR
   Click Cancel to abort the user group maintenance process.
4. The Group Members section appears, click Add.
5. From the list, select the appropriate user. Click Add to add more than one users.

User Group - Corporate User

Note: You can click to delete a record.

Field Description

Field Name	Description
Party ID	PartyA party is any individual or business entity having a banking relationship with the bank. ID.
Party Name	Party name corresponding to the party ID.
CREATE
Group Code	Name of the group.
Group Description	Description of the group.
GROUP MEMBERS
User Name	User name of the workflow.
User ID	Number of users.

5. Click Save to create the admin user groups.
   OR
   Click Back to navigate to the previous screen.
   OR
   Click Cancel to close the maintenance creation process.

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