User Management
User Management function enables System/ 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. 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:
- 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
Features Supported In Application
The User Management module allows the system/bank administrator to
- Create User
- View User
- Edit User
- Reset Password
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:
- 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, the Personal Information, Contact Details, Accessible Entity Details and Roles section is displayed.
OR
Click to navigate to previous screen.
OR
Click to cancel the transaction.
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Field Name |
Description |
---|---|
User Type |
User type for which the new user is to be created. The user can be:
|
Create User – Map PartyA 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.
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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. |
- Select the party ID, an option to create a user appears.
OR
Click . The mapped details for the party id appears based on the entered search .
OR
Click to cancel the transaction. The Dashboard appears.
OR
Click to reset the search criteria. - In the User Management – Create New User screen,
- If you select Retail User or Corporate User option:
- From the User Type list, select the appropriate option.
- In the Party ID field, enter the party id.
- Click Create.
The Personal Information, Contact Details, Limit & Roles,and Accessible Entity Details section appears.
OR
Click to cancel the transaction.
OR
Click to go back to previous screen.
- 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.
- Add the Accessible entities for the User and select the party and limits for that entity (applicable only if Bank has Multi Entity setup).
- 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.
- Add the Accessible entities for the User (applicable only if Bank has Multi Entity setup)
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Field Name |
Description |
---|---|
Create |
|
User Type |
Type of user. The user can be:
|
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:
|
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. |
- Click
OR
Click to navigate to previous screen.
OR
Click to cancel the transaction.
to save the user details. - The Review screen appears. Verify the details, and click
OR
Click to make the changes if any.
The user will be navigated back to the create screen.
OR
Click to cancel the transaction.
. - The success message of user creation appears along with the transaction reference number.
Click to 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:
- Enter the search criteria, click Search.
The search results appear on the User Management screen based on the search parameters.
OR
Click if you want to reset the search parameters.
OR
Click if you want to cancel the transaction.
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Field Name |
Description |
---|---|
User Type |
Type of user to be searched. The user can be:
|
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. |
|
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:
- In the User Management - Search Results section.
The search results appear on the User Management screen based on the search parameters.
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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. |
The User Management - View screen appears.
User Management - View
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Field Name |
Description |
---|---|
View |
|
User Type |
Type of user. The user can be:
|
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:
|
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 Entity |
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. |
- Click
OR
Click 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 to cancel the transaction.
OR
Click Back to navigate to the previous screen.
OR
Clickto download the user details.
to edit the user details.
User Management - Change user status
This section allows you to lock and unlock a user.
To lock or unlock a user:
- Enter the search criteria, click Search.
The search results appear on the User Management screen based on the search parameters.
Lock / Unlock User
- Click
in the Status column to lock / unlock a user. The User Status Maintenance screen appears.
- In the Lock Status field move the slider to lock / unlock a user.
- In the Reason field enter the appropriate description.
- Click
OR
Click to close.
to save.
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:
- Enter the search criteria, click Search.
The search results appear on the User Management screen based on the search parameters.
Channel Access
- Click
in the Channel Access column to grant / revoke channel access to a user. The User Channel Access screen appears.
- In the Channel Access field move the slider to grant / revoke channel access rights for a user.
- In the Reason field enter the appropriate description.
- Click
OR
Click to close.
to save.
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 if you want to reset the search parameters.
OR
Click 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
OR
Click 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 to cancel the transaction.
OR
Click Back to navigate to the previous screen.
to update the user information.
User Management - Edit User
![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)
Field Name |
Description |
---|---|
Edit |
|
User Type |
Type of user. The user can be:
|
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:
|
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. |
- Edit the required details.
- Click
OR
Click to navigate to previous screen.
OR
Click to cancel the transaction.
to update the changes. - The Review User Details screen appears. Verify the details, and click
OR
Click to modify the details.
The user will be navigated back to the create screen.
OR
Click to cancel the transaction.
. - The success message of updates appears.
Click 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’?
When will the System/ Bank Administrator use Revoke Channel Access feature?
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?
If I update the child role associated to a user, what will happen to the in-flight transactions?
Can administrator with one entity have right to create users in different entity?