USER GrouP Management

User group is a set of people/users with similar interests and goals.

Using User Group Management option Bank administrator can maintain the user groups of Bank administrator and of corporate users of same party ID. User groups maintained by administrators for Bank administrator users and corporate users are used while creating approval workflows and approval rules.

Also the user groups created for Bank administrator type of user are used for mapping secured mail subjects. Each subject category can be linked to a group of 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. users. So that administrators will receive the mails only of the subjects mapped to the users.

Pre-Requisites

• Transaction access is provided to Bank Administrator.
• Multiple corporate and administrator users are maintained.
• Approval rule set up for Bank administrator to perform the actions.
• Party preference for which the groups are to be created is maintained and is active.

Workflow

Features Supported In Application

User Group Management allows Bank Administrator to:

• Create User Groups
• View User Groups
• Modify User Groups

How to reach here:

Administration Dashboard >Toggle menu > Others > User Group Management

User Groups - Summary

Bank Administrator logs into the system and navigates to the User Group screen. On accessing the ‘User Group Management’ menu, Bank Administrator has to select the user type for whom the user groups are to be maintained.

1. The User Type Selection screen appears. Select the appropriate option.
   Click Admin User to access the user group management of Bank Administrator users.
   Click Corporate User to access the user group management of corporate users.

User Group- Admin User:

Bank Administrator user can search the user groups maintained for administrator users.

2. Click Search to search the matching records.
   OR
   Click Cancel to abort the user group maintenance process.
   OR
   Click Clear to reset the entered details.
   

User Groups - Admin User – Create

Bank Administrator can create user groups for the Administrator users. Administrator can create multiple user groups and one user can be part of multiple user groups, whereas creating a user group without any user is not allowed.

To create a user group:

1. The User selection screen appears. Select the appropriate option.

Admin User Group -Create

2. Click Create.
3. In the Group Code field, enter the group code.
4. In the Group Description field, enter the group name.
5. In the User Group section, click Add to add the selected user in the User Group. Once added, the user name will be removed from the user drop-down to avoid duplication of users.
6. Click Save to create the user groups.
   OR
   Click Cancel to close the maintenance creation process.
   OR
   Click Back to navigate to the previous screen.
7. The Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to the previous screen.
8. The success message of user group creation appears along with the transaction reference number.
   Click OK to complete the transaction.

Note: You can click to delete a record.

User Groups - Admin User – Search

User Groups maintained (if any) for administrator users are displayed on the screen after searching with valid input. User can opt to view the details of existing user groups or can create new user group using this screen.

1. In Administrator User Group screen, in the Group Code field, enter the group code.
   OR
   In the Group Description field, enter the group name.
2. Click Search. The search summary appears.

3. Click Create to create new user group.
   OR
   Click Back to navigate to previous screen.
   OR
   Click Cancel to abort the user group maintenance process.
   OR
   Click on Group Code Hyperlink to view details of the selected User Group.
   Further drill down is given on the each user group to view the details of the users mapped to each group.

4. Click Back to navigate to previous screen.
   OR
   Click Cancel to abort the user group maintenance process.
   OR
   Click Edit to edit the user group. User is directed to the User Group-Edit screen with values in editable form.
   

User Groups - Admin User – Edit Group

This function enables the Bank Administrator to edit the description of existing user groups. Bank Administrator can also add new users and remove existing users of the user group as part of this function. A check is performed on minimum and maximum number of users allowed as a part of user group while adding or removing the users from the user group.

To edit or update a user group:

1. In Admin User Group screen, in the Group Code field, enter the group code.
   
   OR
   
   In the Group Description field, enter the group name.
2. Click Search . The search summary appears.
3. Click the Group Code link of the record whose details you want to view.
   The User Groups - View screen appears.
4. Click Edit to edit the user group.
   
   The User Groups - Edit screen displays the mapping of the user group.

5. Click Add to add the selected user in the User Group. Once added, the user name will be removed from the user drop-down to avoid duplication of users.
   Click to remove a user from the User Group.
6. Click Save to save the User Group .The User Group-Create - Review screen post necessary validations appear.
   OR
   Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
   OR
   Click Back to cancel the operation to navigate to previous screen.
   
7. Verify the details, and click Confirm. The User Group-Edit – Confirmation screen appears.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to cancel the operation to navigate to previous screen.
8. The success message of user group creation appears along with the transaction reference number.
   Click OK to complete the transaction and navigate back to ‘User Groups’ screen.

User Groups - Corporate User – Search Party

Bank Administrator logs into the system and navigates to the User Group Management screen.

1. The User Type Selection screen appears. Select the appropriate option.
   Click Corporate User to access the user group management of corporate users.

System displays a screen to enter the party information (party ID or party name) and search party for which the user groups are to be maintained/ viewed.

User can enter the party ID (if known) or the party name with a minimum of 5 characters. System matches the input provided by the user with the party name records and displays the matching party records.

In case of a party search by party ID, it is an exact match and system displays the user groups maintained if any.

System displays a screen to enter the party information (party ID or party name) and search party for which the user groups are to be maintained/ viewed.

In case of a party search by name, system displays the matching party records. The records have parties listed with both PartyA party is any individual or business entity having a banking relationship with the bank. ID and Party Name information. User can select the record by clicking on the Party ID from the list.

2. After providing party ID or name of party, click Search .
   Click on Party ID hyperlink to view details of the selected user group.
   OR
   Click Clear to clear the input search parameters.
   OR
   Click Cancel to abort the user group maintenance process.
   

User Groups - Corporate User – Create

Bank Administrator can create a new User Group for a specific Party ID by using this option. Only the users of party ID can be clubbed together in a User Group.

Administrator can create multiple user groups and one user can be part of multiple user groups, whereas creating a user group without any user is not allowed.

To create a user group:

1. The User selection screen appears. Select the appropriate option.

Corporate User Group -Create

2. Click Create.
3. In the Group Code field, enter the group code.
4. In the Group Description field, enter the group name.
5. In the User Group section, click Add to add the selected user in the User Group. Once added, the user name will be removed from the user drop-down to avoid duplication of users.
6. Click Save to create the user groups.
   OR
   Click Cancel to close the maintenance creation process.
   OR
   Click Back to navigate to the previous screen.
7. The Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to the previous screen.
8. The success message of user group creation appears along with the transaction reference number.
   
   Click OK to complete the transaction.

Note: You can click to delete a record.

User Groups - Corporate User – Group Summary

Once the logged in Bank Administrator navigates to User Group Management screen, and searches the party ID. User groups maintained if any under the party are displayed on the screen. User can opt to view the details of existing user groups or can create new user group using this screen.

1. In User Group Management screen, in the Party ID field, enter the Party ID.
   
2. Click Search. User groups maintained if any under the party are displayed on the screen.
3. Click on Party ID hyperlink to view details of the selected Approval Workflow.

4. Click Create to create new user group.
   OR
   Click Back to navigate to previous screen.
   OR
   Click Cancel to abort the user group maintenance process.
   OR
   Click on Group Code hyperlink to view details of the selected User Group.
   Further drill down is given on the each user group to view the details of the users mapped to each group.

Corporate User- View Group Details

On accessing ‘User Group Management’ menu option and searching the user groups of specific party, summarized view of all the user groups created (if any) for the Party is displayed on the screen. Further drill down is given on the each user group to view the details of the users who are the part of user group.

5. Click Back to navigate to previous screen.
   OR
   Click Cancel to abort the user group maintenance process.
   OR
   Click Edit to edit the user group. User is directed to the User Group-Edit screen with values in editable form.
   

User Groups - Corporate User – Edit Group

This function enables the Bank Administrator to edit the description of existing user groups. Bank Administrator can also add new users and remove existing users of the user group as part of this function.

A check is performed on minimum and maximum number of users allowed as a part of user group while adding or removing the users from the user group.

To edit or update a user group:

1. In User Group Management screen, in the Party ID field, enter the Party ID.
   
   
2. Click Search. User groups maintained if any under the party are displayed on the screen.
3. Click on Party IDhyperlink to view details of the selected Approval Workflow.
4. Click Edit to edit the user group.
   
   The User Groups - Edit screen displays the mapping of the user group.

5. Click Add to add the selected user in the User Group. Once added, the user name will be removed from the user drop-down to avoid duplication of users.
   Click to remove a user from the User Group.
6. Click Save to save the User Group .The User Group-Edit- Review screen post necessary validations appear.
   OR
   Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
   OR
   Click Back to cancel the operation to navigate to previous screen.
7. Verify the details, and click Confirm. The User Group-Edit – Confirmation screen appears.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to cancel the operation to navigate to previous screen.
8. The success message of user group creation appears along with the transaction reference number.
   Click OK to complete the transaction and navigate back to ‘User Groups’ screen.

FAQs

Can user be the part of multiple user groups created under a party?

Yes, same user can be part of multiple user groups. Whereas creating a user group without any user is not allowed.

Where can these Administrator User Groups be used?

User groups created for Administrator users are used for approval and for User Group – mail subject mapping.

Approval - User groups maintained by administrators are used while creating approval workflows and approval rules.

Secured Mailbox - Each subject category is linked to a group of Bank Administrator users. Depending upon the mail-subject mapping to each Bank Administrator user, administrators will receive the mails only of the subjects mapped to the users and initiated by bank’s customers.

Can I delete an existing user group?

No, user groups cannot be deleted but can be edited. Administrator can add new users and remove existing users of the user group.

Can I add users of linked party ID while creating a user group for primary party?

No, only users of primary party can be the part of user group..

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