User Management

User Management function enables bank administrator to onboard and manage users along with their login credentials for channel banking access. . This module facilitates channel banking access to the bank’s internal users (administrators) and external users (customers).

Internal Users:

System Administrator
Bank Administrator

External Users:

Retail User
Corporate User
Corporate Administrator

Pre-Requisites

Application roles and child roles are maintained
Transactions are associated with each child role
Transaction (User Management) access is provided to Bank Administrator.
Approval rule set up for Bank administrator to perform the actions.
Party Preference is maintained for corporate user

Workflow

User Management- Workflow

Features Supported In Application

The User Management module allows the bank administrator to

Create User
View User
Edit User

You are here How to reach here:

Dashboard > OnBoarding > User Management
OR
Dashboard > User Management (Quick Link)

User Management - Create

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. logs into the system and navigates to the User Management screen. This function allows the administrator to create internal and external users.

To create a new user:

In the User Management screen, click Create. The User Management - Create New User screen.; appears.
From the User Type list, select the appropriate type for the user being created.
If the user type selected is Retail and Corporate user, Party ID and Party Name fields are displayed.
If the user type is selected as Administrator, user is directed to Create Administrator User screen.
OR
Click Back to navigate to previous screen.
OR
Click Cancel to cancel the transaction.

Field Description

Field Name	Description
User Type	User type for which the new user is to be created. The user can be: Corporate User Retails User Administrator

Field Name

Description

User Type

User type for which the new user is to be created.

The user can be:

Corporate User
Retails User
Administrator

Create User – Map Party ID

If the user type to be created is selected as Retail or Corporate User, system displays a screen to enter the party information (party ID or party name) and search party. User can enter the party ID (if known) or the party name with a minimum of 5 characters. The matching results are shown on the screen.

In case of a party search by party ID, it is an exact match and PartyA party is any individual or business entity having a banking relationship with the bank. ID entered by the user gets validated from the host. After the host validation is successful, party name gets displays on the screen.

In case of a party search by name, system displays the matching party records. The records have parties listed with both Party ID and Party Name information. User can select the record by clicking on the Party ID from the list.

Field Description

Field Name	Description
Search
Party ID	Party ID for which the party preference to be maintained/viewed.
Party Name	Party Name of a party for which the party preference to be maintained/viewed.

Select the party ID, an option to create a user appears.
OR
Click Back to go back to previous screen.
OR
Click Create to create user.
OR
Click Cancel to cancel the transaction.

If you select Retail User or Corporate User option:
From the Role list, select the appropriate option.
In the Party Id field, enter the party id.
Click Search.
The mapped details for the party id appears based on the entered search parameters.
OR
Click Clear to reset the details.
OR
Click Cancel to cancel the transaction.
Click Create.
The Personal Information, Contact Details, Limit & Roles, and Status sections appears.
In the User Name filed, enter the required details. Click Check Availability to check the uniqueness of the user ID. If the user ID is already used.
In the Personal Information section, enter the required details.
In the Contact Details section, enter the required details.
In the Limits & Roles section, select the limit to be mapped from the Limit list.
Select the roles to be mapped from the Roles check box.
In the Status field, select the appropriate option.
If you select Administrator option:
In the Organization field, enter the organization of the employee.
In the Manager field, enter the name of the manager of the employee being created.
In the Employee Number field, enter the six digit employee number of the user.
In the Personal Information section, enter the required details.
In the Contact Details section, enter the required details.
In the Status field, select the appropriate option.

Field Description

Field Name	Description
Create
User Type	Type of user. The user can be: Corporate User Retails User Administrator
Party ID	Party ID for which the user is to be created is displayed. This field appears if you select Retail User/ Corporate User option from User Type list.
Party Name	Party Name of the party ID for which the user is to be created is displayed. This field appears if you select Retail User/ Corporate User option from User Type list.
Organization	Organization that the user belongs to. This field appears if you select Administrator option from User Type list.
Manager	Manager of the user. This field appears if you select Administrator option from User Type list.
Employee Number	Employee number of the user. This field appears if you select Administrator option from User Type list.
Personal Information
User Name	Name of the user (login ID) which is to be created.
Title	Title of the user. If User type is Retail, value is fetched from the host and defaulted. For the user type corporate user and administrator are: Mr Mrs Miss Ms Dr Master
First Name	First name of the user. If user type is Retail, value is fetched from the host and defaulted.
Middle Name	Middle name of the user. If user type is Retail, value is fetched from the host and defaulted.
Last Name	Last name/ surname of the user. If user type is Retail, value is fetched from the host and defaulted.
Date of Birth	Date of birth of the user. If user type is Retail, value is fetched from the host and defaulted.
Contact Details
Email ID	Email id of the user. If user type is Retail, value is fetched from the host and defaulted.
Contact Number (Mobile)	Mobile number of the user. If user type is Retail, value is fetched from the host and defaulted.
Contact Number (Land Line)	Phone number (land line) number of the user.
Address Line 1-3	Address of the user. If user type is Retail, value is fetched from the host and defaulted.
Country	Country of the user. If user type is Retail, value is fetched from the host and defaulted.
City	City in which the user resides. If user type is Retail, value is fetched from the host and defaulted.
Zip Code	The postal code of the city in which the user resided. If user type is Retail, value is fetched from the host and defaulted.
Limits & Roles
Limit	To map transaction limit package to the user.
Role	Child roles like maker, checker etc maintained under respective user types are listed. Multiple child roles can be mapped to the user.
Status	The user's status. The option can be: Lock Unlock

Click Save to save the user details.
OR
Click Back to navigate to previous screen.
OR
Click Cancel to cancel the transaction.
The Review screen appears. Verify the details, and click Confirm.
OR
Click Edit to make the changes if any.
The user will be navigated back to the create screen.
OR
Click Cancel to cancel the transaction.
The success message of user creation appears along with the transaction reference number.
Click OKto complete the transaction.

User Management - Search and View

Using this option, bank administrators can search and view details of the existing users. Administrator selects the user type of the user to be searched.

Default search is available with User Name, whereas user can be searched by provided other details also.

To search user:

Enter the search criteria, click Search.
The search results appear on the User Management screen based on the search parameters.
OR
Click Clear if you want to reset the search parameters.
OR
Click Cancel if you want to cancel the transaction.

Field Description

Field Name	Description
Create New User
User Type	Type for which the new user is to be created. The user can be: Corporate User
User Name	To search the user with the user name. Partial search is allowed.
More Search Options Below fields appears if you click the More Search Options link.
First Name	Allows to search based on first name or given name of the user.
Last Name	Allows to search based on last name/ surname of the user.
Email	Allows to search based on email id of the user.
Mobile Number	Allows to search based on mobile number of the user.
Party ID	Allows to search based on Party id. This field appears if you select Retail User/ Corporate User option from User Type list.

To view the user details:

In the User Management - Search Results section.
The search results appear on the User Management screen based on the search parameters.

Field Description

Field Name	Description
Search Results
Full Name	First name and last name of the user.
User Name	User Name of the user.
Email / Mobile Number	Email / Mobile Number of the user.
Status	Status of the user. Locked or Unlocked.

Click the User Name link of the record for which you want to view the user details.
The User Management - View screen appears.

User Management - View

Field Description

Field Name	Description
View
User Type	Type of user. The user can be: Corporate User Retails User Administrator
Party ID	Party ID mapped to the user.
Party Name	Party Name of the party ID mapped to the user. This field appears if you select Retail User/ Corporate User option from User Type list.
Organization	Organization that the user belongs to. This field appears if you select Administrator option from User Type list.
Manager	Manager of the user. This field appears if you select Administrator option from User Type list.
Employee Number	Employee number of the user. This field appears if you select Administrator option from User Type list.
Personal Information
User Name	Name of the user (login ID) of the user.
Title	Title of the user. The options are: Mr Mrs Miss Ms Dr Master
First Name	First name of the user.
Middle Name	Middle name of the user.
Last Name	Last name/ surname of the user.
Date of Birth	Date of birth of the user.
Contact Details
Email ID	Email id of the user.
Contact Number (Mobile)	Mobile number of the user.
Contact Number (Land Line)	Phone number (land line) number of the user.
Address Line 1-3	Address of the user.
Country	Country of the user.
City	City in which the user resides.
Zip Code	The postal code of the city in which the user resided.
Limits & Roles
Limit	To map transaction limit package to the user. This field appears if you select Retail User/ Corporate User option from User Type list.
Roles	Child roles mapped to the user.
Status	The user's status. The option can be: Lock Unlock

Click Edit to edit the user details.
OR
Click Reset Passwordto reset user’s password. A warning message ‘Do you want to reset the password?’ is appears on the screen.
If user clicks ‘Yes’, a reset password confirmation screen is displayed. New password gets communicated to the user on registered email address.
If user clicks ‘No’, the action gets cancelled.
OR
Click Cancel to cancel the transaction.
OR
Click Back to navigate to the previous screen.
OR
Click to download the user details.

User Management - Edit

This function enables the Administrator to edit the existing user details.

To edit or update a user details:

Enter the search criteria, click Search.
The search results appear on the User Management screen based on the search parameters.
OR
Click Clear if you want to reset the search parameters.
OR
Click Cancel if you want to cancel the transaction.
In the User Management - Search Results section, click the User Name link of the record for which you want to edit the user details.
The User Management - View screen appears.
Click Edit to update the user information.
OR
Click Reset Password to reset user’s password. A warning message ‘Do you want to reset the password?’ is appears on the screen.
If user clicks Yes, a reset password confirmation screen is displayed. New password gets communicated to the user on registered email address.
If user clicks No, the action gets cancelled.
OR
Click Cancel to cancel the transaction.
OR
Click Back to navigate to the previous screen.

User Management - Edit User

Field Description

Field Name	Description
Edit
User Type	Type of user. The user can be: Corporate User Retails User Administrator
Party ID	Party ID for which the user is to be created is displayed. This field appears if you select Retail User/ Corporate User option from User Type list.
Party Name	Party Name of the party ID for which the user is to be created is displayed. This field appears if you select Retail User/ Corporate User option from User Type list.
Organization	Organization that the user belongs to. This field appears if you select Administrator option from User Type list.
Manager	Manager of the user. This field appears if you select Administrator option from User Type list.
Employee Number	Employee number of the user. This field appears if you select Administrator option from User Type list.
Personal Information
User Name	Name of the user (login ID) which is to be created.
Title	Title of the user. If User type is Retail, value is fetched from the host and non editable. Value can be edited only if the user type is Administrator or Corporate User, options are: Mr Mrs Miss Ms Dr Master
First Name	First name of the user. This field is editable only for Administrator and Corporateuser type .
Middle Name	Middle name of the user. This field is editable only for Administrator and Corporateuser type .
Last Name	Last name/ surname of the user. This field is editable only for Administrator and Corporateuser type .
Date of Birth	Date of birth of the user. This field is editable only for Administrator and Corporateuser type .
Contact Details
Email ID	Email id of the user. This field is editable only for Administrator and Corporateuser type .
Contact Number (Mobile)	Mobile number of the user. This field is editable only for Administrator and Corporateuser type .
Contact Number (Land Line)	Phone number (land line) number of the user.
Address Line 1-3	Address of the user. This field is editable only for Administrator and Corporateuser type .
Country	Country of the user. This field is editable only for Administrator and Corporateuser type .
City	City in which the user resides. This field is editable only for Administrator and Corporateuser type .
Zip Code	The postal code of the city in which the user resided. This field is editable only for Administrator and Corporateuser type .
Limits & Roles
Limit	To map transaction limit package to the user. This field is editable only for Retail and Corporateuser type . Field will not be displayed if user type is selected as Administrator.
Role	Child roles mapped to the user. Value can be edited for all types of user.
Status	The user's status. The option can be: Lock Unlock Value can be edited for all types of user.

Edit the required details.
Click Save to update the changes.
OR
Click Back to navigate to previous screen.
OR
Click Cancel to cancel the transaction.
The Review User Details screen appears. Verify the details, and click Confirm.
OR
Click Edit to modify the details.
The user will be navigated back to the create screen.
OR
Click Cancel to cancel the transaction.
The success message of updates appears.
Click OK to complete the transaction.

FAQs

Who can create / update the user?

Can I edit the party id mapped to the user?

When does the system update a user status as ‘locked’?

Can I set the user name which is already used in the application?

Can I edit personal and contact details of Retail user?

Can one assign multiple child roles to a user?

What are the different child roles available out of box?

Application Role	Child Roles
Retail User	Customer
Corporate User	Maker Checker Viewer Corporate Admin Maker Corporate Admin Checker
Administrator	Admin Maker Admin Checker

If I update the limit package associated with a user, what will happen to the in-flight transactions?

If I update the child role associated to a user, what will happen to the in-flight transactions?

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