User Management

User Management function enables System/ Bank AdministratorClosedAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. to onboard and manage users and their login credentials for channel banking access. This module facilitates channel banking access to the bank’s internal users (administrators) and external users (customers).

In a multi entity scenario, this function enables system/ bank administrator to provide access to multiple entities to users.

Internal Users:

External Users:

Pre-Requisites

Workflow

User Management- Workflow

Features Supported In Application

The User Management module allows the system/bank administrator to

You are here How to reach here:

Administration Dashboard > Toggle menu > Onboarding > User Management

OR
Administration Maker Dashboard > Quick Links > User Management

User Management - Create

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

Note: In case of multi entity implementation, if the system/bank administrator has access to multiple entities, then the administrator can select the entity from the entity switcher in which the user needs to be on boarded. The selected entity of the user as part of onboarding will be the default/home entity of the user being created.

To create a new user:

  1. In the User Management screen, click Create. The User Management - Create New User screen appears.
  2. 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, the Personal Information, Contact Details, Accessible Entity Details and Roles section is displayed.
    OR
    Click Back to navigate to previous screen.
    OR
    Click Cancel to cancel the transaction.

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 PartyClosedA party is any individual or business entity having a banking relationship with the bank. 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 Party ID entered by the user gets validated from the core banking application. After the core banking application validation is successful, party name gets displayed 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 Name

Description

Search

Party ID

Enter Party ID to search the party for mapping it to the user.

Party Name

Enter Party Name to search the party for mapping it to the user.
  1. Select the party ID, an option to create a user appears.
    OR
    Click Search . The mapped details for the party id appears based on the entered search .
    OR
    Click Cancel to cancel the transaction. The Dashboard appears.
    OR
    Click Clear to reset the search criteria.
  2. In the User Management – Create New User screen,
  3. If you select Retail User or Corporate User option:
  4. From the User Type list, select the appropriate option.
  5. In the Party ID field, enter the party id.
  1. Click Create.
    The Personal Information, Contact Details, Limit & Roles,and Accessible Entity Details section appears.
    OR
    Click Cancel to cancel the transaction.
    OR
    Click Back to go back to previous screen.
  1. 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.
  2. In the Personal Information section, enter the required details.
  3. In the Contact Details section, enter the required details.
  4. In the Limits & Roles section, select the limit to be mapped from the Limit list.  
  5. Select the roles to be mapped from the Roles check box.
  6. Add the Accessible entities for the User and select the party and limits for that entity (applicable only if Bank has Multi Entity setup).
  7. In the Status field, select the appropriate option.
  8. If you select Administrator option:
  9. In the Organization field, enter the organization of the employee.
  10. In the Manager field, enter the name of the manager of the employee being created.
  11. In the Employee Number field, enter the six digit employee number of the user.
  12. In the Personal Information section, enter the required details.
  13. In the Contact Details section, enter the required details.
  14. Add the Accessible entities for the User (applicable only if Bank has Multi Entity setup)

Field Name

Description

Create

User Type

Type of user.

The user can be:

  • Corporate User
  • Retail User
  • Administrator

Party ID

Party ID for which the user is to be created is displayed.

This field appears if you select Retail or 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 or 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 core banking application 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 core banking application and defaulted.

Middle Name

Middle name of the user.

If user type is Retail, value is fetched from the core banking application and defaulted.

Last Name

Last name / surname of the user.

If user type is Retail, value is fetched from the core banking application and defaulted.

Date of Birth

Date of birth of the user.

If user type is Retail, value is fetched from the core banking application and defaulted.

Contact Details

Email ID

Email id of the user.

If user type is Retail, value is fetched from the core banking application and defaulted.

Contact Number (Mobile)

Mobile number of the user.

If user type is Retail, value is fetched from the core banking application and defaulted.

Contact Number (Land Line)

Phone number (land line) number of the user.

Address Line 1-4

Address of the user.

If user type is Retail, value is fetched from the host and defaulted.value is fetched from the core banking application and defaulted.

Country

Country of the user.

If user type is Retail, value is fetched from the core banking application and defaulted.

City

City in which the user resides.

If user type is Retail, value is fetched from the core banking application 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 core banking application and defaulted.

Limits & Roles

Limit

To map transaction limit package to the user.

This field appears if you select Retail or Corporate User option from User Type list.

In case of multi entity setup, limits package created for the selected entity will be available for the administrator to associate to the user.

Roles

Child roles like maker, checker etc. maintained under respective user types are listed. Multiple child roles can be mapped to the user.

Accessible Entity Details

This section will only appear if the Bank has multi entity setup.

Entity Name

Select the entity name i.e accessible entity to be attached to the new user. This is applicable only if the Bank has a multi entity setup and the system administrator/bank administrator has access to more than one entity.

Party ID

Enter Party ID to search the party to be associated to the user for accessible entity selected. This field is only applicable for retail and corporate type of user.

Party Name

Enter the party name to search the party to be associated to the user for accessible entity selected. This field is only applicable for retail and corporate type of user.

Limit

Select the limits package to be associated to the user for the accessible entity. This field is only applicable for retail and corporate type of user.

Roles

For the accessible entity selected/added, system will default the roles same as that of home entity of the user. The administrator cannot define separate roles for each of the entities.
  1. Click Save to save the user details.
    OR
    Click Back to navigate to previous screen.
    OR
    Click Cancel to cancel the transaction.
  2. 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.
  3. 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, System/ bank administrators can search and view details of the existing users. Administrator selects the user type of the user to be searched.

System/ bank administrators can also change the user status or the channel access permission for a user using this screen.

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

To search user:

Field Name

Description

User Type

Type of user to be searched.

The user can be:

  • Corporate User
  • Administrator
  • Retail 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 or Corporate User option from User Type list.

To view the user details:

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.

Channel Access

Indicates whether channel access is granted or revoked to the user.
  • 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 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 or 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 1-4

    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 or Corporate User option from User Type list.

    In case of multi entity setup, if the user has access to multiple entities, the limits package displayed will be the one associated to the default/home entity of the user.

    Roles

    Child roles mapped to the user.

    In case of multi entity setup, these roles will be for the default/home entity of the user.

    Device Registration

    Android Devices

    Register or deregister the android devices.

    If device is deregister, the user gets logged out and his alternate login gets disabled from all the android devices on which the user has installed the application.

    iOS Devices

    Register or deregister the iOS devices.

    If device is deregister, the user gets logged out and his alternate login gets disabled from all the iOS devices on which the user has installed the application.

    Push Notifications

    Android Devices

    Enable or disable push notifications for android devices.

    If device is enabled for push notifications, the user gets notifications as a banner or pop-up message on the user's registered mobile number.

    iOS Devices

    Enable or disable push notifications for iOS devices.

    If device is enabled for push notifications, the user gets notifications as a banner or pop-up message on the user's registered mobile number.

    Accessible Entity Details

    Entity Name

    Accessible EntityClosedList of all the available business units to the customer. name associated to the user.

    Party ID

    Party ID associated to the user for accessible entity. This field is only applicable for retail and corporate type of users.

    Party Name

    Party name of the party associated to the user for accessible entity. This field is only applicable for retail and corporate type of user.

    Limits

    Limits package associated to the user for the accessible entity. This field is only applicable for retail and corporate.

    Roles

    For the accessible entity selected/ added, system will default the roles same as that of home entity of the user. The administrator cannot define separate roles for each of the entities.

    User Management - Change user status

    This section allows you to lock and unlock a user.

    To lock or unlock a user:

    1. Enter the search criteria, click Search.
      The search results appear on the User Management screen based on the search parameters.

    Lock / Unlock User

    1. Click edit in the Status column to lock / unlock a user. The User Status Maintenance screen appears.
    1. In the Lock Status field move the slider to lock / unlock a user.
    2. In the Reason field enter the appropriate description.
    3. Click Submit to save.
      OR
      Click Cancel to close.

    User Management - Channel Access Permission

    This section allows the administrator to grant / revoke channel access for a user. In case Bank administrator changes the channel access from grant to revoked; user will not be able to access his channel banking.

    To grant or revoke channel access:

    1. Enter the search criteria, click Search.

      The search results appear on the User Management screen based on the search parameters.

    Channel Access

    1. Click edit in the Channel Access column to grant / revoke channel access to a user. The User Channel Access screen appears.
    1. In the Channel Access field move the slider to grant / revoke channel access rights for a user.
    2. In the Reason field enter the appropriate description.
    3. Click Submit to save.
      OR
      Click Cancel to close.

    User Management - Edit

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

    To edit or update a user details:

    1. 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.
    2. 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.
    3. 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?’ 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 the alert for the same is maintained) and the record for that user gets available in the Print password screen, from where it can be printed.
      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 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 or 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 or 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 core banking application 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 1-4

    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.

    In case of multi entity implementation, if the user has access to multiple entities, the limits package displayed will be the one associated to the default/home entity of the user. The administrator can modify the limits package associated to the user. System will list all the packages associated for that entity.

    Roles

    Child roles mapped to the user.

    Value can be edited for all types of user.

    In case of multi entity implementation, if the role is modified for the default/home entity, it will be updated for all the accessible entities.

    Device Registration

    This section does not appear if you select Administrator option from User Type list.

    Android Devices

    Register or deregister the android devices.

    If device is deregister, the user gets logged out and his alternate login gets disabled from all the android devices on which the user has installed the application.

    iOS Devices

    Register or deregister the iOS devices.

    If device is deregister, the user gets logged out and his alternate login gets disabled from all the iOS devices on which the user has installed the application.

    Push Notifications

    This section does not appear if you select Administrator option from User Type list.

    Android Devices

    Enable or disable push notifications for android devices.

    If device is enabled for push notifications, the user gets notifications as a banner or pop-up message on the user's registered mobile number.

    iOS Devices

    Enable or disable push notifications for iOS devices.

    If device is enabled for push notifications, the user gets notifications as a banner or pop-up message on the user's registered mobile number.

    Accessible Entity Details

    This section will only appear if Bank has multi entity setup.

    Entity Name

    Entity name attached to the user.

    Party ID

    Party ID attached to the user. This field is only applicable for retail and corporate type of users.

    Party Name

    Party name corresponding to the attached party ID. This field is only applicable for retail and corporate type of users.

    Limits

    Limits package associated to the user for the accessible entity. This field is only applicable for retail and corporate.

    Roles

    For the accessible entity selected/ added, system will default the roles same as that of home entity of the user. The administrator cannot define separate roles for each of the entities.
    1. Edit the required details.
    2. Click Save to update the changes.
      OR
      Click Back to navigate to previous screen.
      OR
      Click Cancel to cancel the transaction.
    3. 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.
    4. The success message of updates appears.
      Click OK to complete the transaction.

    FAQs

    ClosedWho can create / update the user?

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

    ClosedCan I edit the party id mapped to the user?

    No, party ID mapped to the user cannot be edited.

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

    ClosedWhen will the System/ Bank Administrator use Revoke Channel Access feature?

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

    Closed Can I edit personal and contact details of Retail user?

    Closed Can one assign multiple child roles to a user?

    Closed 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

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

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

    ClosedCan administrator with one entity have right to create users in different entity?

    ClosedIf a user’s User ID is locked and he/she has requested for a reset password, does the admin needs to unlock it separately ?

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