55.3.2 User Groups - Retail & Business 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. Navigate to the above path.
   The User Group screen appears.
2. The User selection screen appears. Select the appropriate option.

   Figure 55-9 Retail & Business User Group -Create

   
   

   
   Description of "Figure 55-9 Retail & Business User Group -Create"

   
   

   Table 55-6 Field Description

   Field Name	Description
   Party ID	Party ID mapped for which user group to be created is displayed.
   Party Name	Party name of Party ID for which user group to be created is displayed.
   Group Code	To specify User Group code.
   Group Description	To specify User Group description.
   User Name	User name list to select and add a user to the user group. Users belonging to the same Party are listed.
   User ID	User IDs of each user selected from user list are displayed.

3. Click Create.
4. In the Group Code field, enter the group code.
5. In the Group Description field, enter the group name.
6. 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.
7. Click Save to save the user groups.
   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.

8. The Review screen appears.
   Verify the details, and click Confirm.

   OR

   Click Cancel to cancel the operation.

   OR

   Click Back to navigate to the previous screen.

9. The success message of user group creation appears along with the transaction reference number.
   Click OK to complete the transaction.

   Note:

   You can click icon to delete a record.