2.1 Create User

This topic describes the systematic instructions to create a user.

This screen allows you to create users and assign their activities.

Specify User Name and Password, and login to Home screen.

1. From Home screen, under Menu, click Security Management.
   The Security Management pane displays.
2. Under Security Management, click User.
   The User pane displays.
3. Under User, click Create User.
   The Create User screen displays.
4. Alternatively, you can search via Menu Item Search field from Home screen. Enter User and select Security Management-->User-->Create User.
   The Create User screen displays. For clarity, the same Create User screen is split and displayed using three images below.

   Figure 2-1 Create User1

   
   

   

   
   

   Figure 2-2 Create User2

   
   

   

   
   

   Figure 2-3 Create User3

   
   

   

   
   
5. Specify the fields on Create User screen.

   For more information on fields, refer to the field description table below.

   Table 2-1 Create User - Field Description

   Field	Description
   User Details
   Username	Specify the user name.
   Login ID	Specify login ID with which a user logs into the system. This login ID is unique across all branches. The minimum length of login ID is 6 (six) characters and the maximum length is 12 characters.
   Home Branch	Search and select required home branch.
   Status
   User Status	Select the user status from the drop-down list.
   Status Changed On	Select a status change date from the calendar.
   Is Supervisor	By default, this option is disabled. If selected, it indicates that the user is a supervisor.
   Manager ID	Search and select the required manager ID.
   Start Date	Select the start date from which the user is valid from the calendar.
   End Date	Select the end date for the user from the calendar.
   System User	Select to specify if the user is a system user.
   Other Details
   Access to PII	By default, this option is disabled. If enabled, it provides the user access to personally identifiable information of the entity that they are accessing.
   Staff Customer Restriction Required	By default, this option is disabled. If enabled, it provides the staff customer restriction.
   Customer ID	Search and select required customer ID.
   Email ID	Specify the user Email ID at the time of the creation. All system generated password is communicated to the user through this mail ID.
   Telephone Number	Specify the user contact number.
   Home Phone Number	Specify the user's home contact number.
   Mobile Number	Specify the user's mobile number.
   Fax	Specify the fax details of the user.
   Language Code	Search and select the required language code.
   User Role Branches
   Branch Code	Search and select the required branch code.
   Role Code	Search and select the required role code.
   Role Description	This field displays additional information about the role, based on the selected role code.
   User Applications
   Application Name	Search and select the required application.
   Application Description	Displays additional information about the application based on the selected application.
   Customer Access Groups
   Customer Access Group	Search and select the required customer access group.
   Customer Access Description	Displays additional information about the customer access.

6. Click + to add a row and provide the required details in the columns.
7. Click Save. You can view the configured roles in View User.
8. Or, click Cancel to exit the screen.

   Note:

   User modification will not be allowed while the user is logged in. However, the administrator can clear off the user and perform modifications.