USER FILE IDENTIFIER MAPPING

Mapping a file identifier to a user enables the administrator to grant access rights to a user. Since a specific file identifier is linked to a certain file, transaction, format and approval type.

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AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. Dashboard > File Upload > User File Identifier Mapping

To map user file identifier:

  1. In the Party ID field, enter the party ID. Click Fetch.
  2. The party details corresponding to the party ID appears. Enter the search criteria in the User Name, First Name, and Last Name field.
    OR
    Click Reset to modify the search criteria.
  3. Click Search. The corporate user list appear.
  4. Select the appropriate user to edit . Click Edit.

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