User Management

User Management function enables corporate administrator to onboard and manage users along with their login credentials for channel banking access. This module facilitates channel banking access to corporate users of a party that the corporate administrator belongs to.

Prerequisites:

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

Workflow

Features supported in application

The User Management module allows the corporate administrator to:

• Create User
• Search User
• Edit User

How to reach here:

Corporate Administrator Dashboard > Toggle menu > OnBoarding > User Management
OR
Corporate Administrator Dashboard > Quick Links > OnBoarding > User Management

User Management – Create User

Corporate Administrator logs into the system and navigates to the User Management screen. This function allows the administrator to create corporate type of user for a party ID mapped to administrator.

As a part of create user, administrator captures following details of user:

• Personal Information
• Contact Details
• Assign Transaction Limits
• Assign Child Roles
• Define User Status

To create a new user:

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

User Management – Create New User

Field Description

Field Name	Description
User Type	User type is always defaulted to ‘Corporate User’.
Party ID	Party ID mapped to the logged in corporate administrator.
Party Name	Party name of Party ID mapped to the logged in corporate administrator.

2. Click Create to create new corporate user. The Create New User screen appears.
   OR
   Click Back to go back to previous screen.
   OR
   Click Cancel to cancel the operation and navigate back to ‘Dashboard’.

User Management – Create New User

Field Description

Field Name	Description
User Type	User type is always defaulted to ‘Corporate User’.
Party ID	Party ID for which the user is to be created is displayed. Party ID mapped to the logged in corporate administrator.
Party Name	Party Name of the party ID for which the user is to be created is displayed. Party name of Party ID mapped to the logged in corporate administrator.
Personal Information
User Name	Define the name of the user (login ID) which is to be created.
Title	Title of the user. The options are: Mr Mrs Miss Ms Dr Master
First Name	Specify first name of the user.
Middle Name	Specify middle name of the user.
Last Name	Specify last name/ surname of the user.
Date of Birth	Specify date of birth of the user.
Contact Details
Email	Specify an email id of the user.
Contact Number (Mobile)	Specify mobile number of the user.
Contact Number (Land Line)	Specify phone number (land line) number of the user.
Address Line 1-3	Address of the user.
Country	Country of the user.
City	Specify city in which the user resides.
Zip Code	The postal code of the city in which the user resides.
Limits & Roles
Limit	To map transaction limit package to the user. All the limit packages created for a selected user type are listed.
Roles	Child roles like maker, checker etc maintained under corporate user types are listed. Multiple child roles can be mapped to the user.
Status	The user's status. The option can be: Lock Unlock

3. In the User Name field, enter the name of the user.
4. Click Check Availability to check the uniqueness of the user ID. If the user ID is already used.
   
5. Enter the relevant information.
6. In the Contact Details section, enter the relevant information.
7. In the Limits & Roles section, select the limit to be mapped from the Limit list.  
8. Select the roles to be mapped from the Roles check box.
9. In the Status field, select the appropriate option.
10. Click Save to create the user.
    OR
    Click Back cancel the operation and to go back to previous screen.
    OR
    Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
11. The Create New User - Review User Details screen appears. Verify the details, and click Confirm.
    OR
    Click Edit to make the changes if any.
    The user directed to the Create New User screen with values in editable form.
    OR
    Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
12. The success message of Create New User appears along with the transaction reference number.
    Click OKto complete the transaction and navigate back to ‘Dashboard’.

User Management – Search/ View User

Using this option, corporate administrators can search and view details of the existing users. Administrator can search only those users who are associated with the same party ID mapped to him.

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

To search and view details of the existing users

• Click the More Search Options link, screen will be displayed with additional user search criteria.

Field Description

Field Name	Description
User Type	User type is always defaulted to ‘Corporate User’.
User Name	To search the user with the user name. Partial search is allowed.
First Name	Allows to search based on first name or given name of the user.
Last Name	Specify last name/ surname of the user. Allows to search based on last name/ surname of the user.
Email	Allows to search based on email id of the user.
Contact Details	Allows to search based on email id of the user.

• Enter the search criteria, click Search.
  The search results appear on the User Management screen based on the search parameters.
  OR
  Click Clear to clear the input search parameters.
  OR
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
  

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.

If the search results are more than five, pagination will be enabled.

• Click the User Name link to view the user details.

To view the user details:

• In the User Management - Search Results section, click the User Name link of the record for which you want to view the details.
  The User Management - View screen appears.

User Management - View

Field Description

Field Name	Description
User Type	User type is always defaulted to ‘Corporate User’.
Party ID	Party ID mapped to the user. Party ID is defaulted to the logged in corporate administrator.
Party Name	Party name of Party ID mapped to the user. Party name of Party ID mapped to the logged in corporate administrator.
Personal Information
User Name	Name (login ID) of the user.
Title	Title of the user. 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	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 resides.
Limits & Roles
Limit	Limit package mapped to the user.
Roles	Child roles mapped to the user.
Status	The user's status which can be locked or unlocked.

• Click Edit to edit the user details. The User Management - Edit User screen appears.
  OR
  Click Reset Password to reset user’s password. A warning message ‘Do you want to reset the password?’ is appears on the screen.
  Click Yes, a reset password confirmation screen appears and new password gets communicated to the user on registered email address. Click No, the action gets canceled.
  OR
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
  OR
  Click Back to cancel the operation and to go back to previous screen.

User Management - Edit User

This function enables corporate administrator to edit the existing user details.

To edit or update a user details:

1. In the User Management - Search Results section, click the User Name link of the record for which you want to edit the details.
   The User Management - View screen appears.
2. Click Edit. The User Management - Edit User screen appears.
   

User Management - Edit User

Field Description

Field Name	Description
User Type	User type is always defaulted to ‘Corporate User’. This field is non-editable.
Party ID	Party ID mapped to the user. Party ID is defaulted to the logged in corporate administrator. This field is non-editable.
Party Name	Party name of Party ID mapped to the user. Party name of Party ID mapped to the logged in corporate administrator. This field is non-editable.
Personal Information
User Name	Name (login ID) of the user. This field is non-editable.
Title	Title of the user. 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	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 resides.
Limits & Roles
Limit	Limit package mapped to the user.
Roles	Child roles mapped to the user.
Status	The user's status which can be locked or unlocked.

3. Edit the required details.
4. Click Save to save user details.
   OR
   Click Back to cancel the operation and to go back to previous screen.
   OR
   Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
5. The User Management - Review User Details screen appears. Verify the details, and click Confirm.
   OR
   Click Edit to modify the details.
   The user is directed to User Management - Edit User screen with values in editable form.
   OR
   Click Cancel cancel the operation and navigate back to ‘Dashboard’.
6. The success message of edit user appears along with the transaction reference number appears.
   Click OK to complete the transaction and navigate back to ‘Dashboard’.

FAQs

Who can create / update the user?

System administrator, bank administrator and corporate administrator can create or edit the users.

Can I edit the party id mapped to the user?

No, party ID mapped to the user cannot be edited. It is defaulted to a party id mapped to corporate administrator.

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

When administrator needs to temporarily block access for any user, ’Lock user’ functionality can be used. Also if there are multiple unsuccessful login attempts, the user’s status will get updated as ‘Locked’.

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

No, uniqueness of a user ID is checked while creating or modifying a user.

Can one assign multiple child roles to a user?

Yes, multiple child roles can be assigned to the user.
e.g. Corporate user is acting as maker of few transactions and approver of few other transactions.

What are the different child roles available out of box?

Following are the child role associated with corporate user role out of box.

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

Yes, new limit package can be mapped to a user. Limits get applied from an immediate effect if the effective date is less than or equal to current date. And if the effective date is future date, the limit package will be applied from the date available in the package.

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

In case of any update of child roles mapped to the user as edit user functionality, the privileges associated with new child roles get applied to the user with an immediate effect.
So if any transaction is pending with approver for approval, user can view and approve those transactions only if checker role is mapped to him. As soon as checker role is unmapped, then user will not be able to view and approve the transactions which were pending for his approval.

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