16.5 Step 4: User Group Maintenance

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

Using User Group maintenance option Bank administrator can maintain the user groups of corporate users of Group corporate irrespective of Corporate Party. User Groups will be created at the Group Corporate level.

User groups maintained by administrators for corporate users are used while creating approval workflows and approval rules.

Prerequisites:

• Transaction access is provided to Bank Administrator.
• Multiple corporate 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.

Figure 16-40 Workflow

Description of "Figure 16-40 Workflow"

Features Supported In Application

User Group Management allows Bank Administrator to:

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

Navigation Path:

From System/ Bank Administrator Dashboard, under Corporate Onboarding , click Group Corporate Onboarding and then click User Group.

OR

From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Group Corporate Onboarding, UnderGroup Corporate Onboarding ,  click User Group.

• User Groups – Create
  
• User Groups – Summary & View
  
• User Groups – Edit