16.4.3 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 on which the user needs to be onboarded. The selected entity of the user as part of onboarding will be the default/home entity of the user being created.

Figure 16-35 Group corporate Onboarding - User Onboarding

Description of "Figure 16-35 Group corporate Onboarding - User Onboarding"

Table 16-19 Field Discription

Field Name	Description
New	Allows selecting a Parent Party ID of the user.
Copy From	Allows to select an already created user (user created under the same Group Corporate) and screen will display the copied data for all the sections except Personal and Contact information. System/ Bank Administrator would require to fill Personal and Contact information and he can make the changes in the copied data as well.
Party ID	Parent Party ID of the user for mapping it to the user.

To onboard a user:

1. Navigate to one of the above paths.
   The User Onboarding screen appears.
2. In the User Management screen, Click Create.
3. Select the option to create a new or by copying an existing user.
4. If you select New option;
   1. From the Party ID list, select a Parent Party ID of the user.
      The Personal Information, Contact Details, Touch Points, Roles, Limits and Accessible Entity sections appear.
5. If you select the Copy From option;
   1. The User Search popup window appears.
   2. Enter the search criteria, and click Search.
      The search results appear on the Search User screen based on the search parameters.

      OR

      Click Clear if you want to reset the search parameters.

      Figure 16-36 User Management – User Search

      
      

      
      Description of "Figure 16-36 User Management – User Search"

      
      

      Table 16-20 Field Description

      Field Name	Description
      Search
      User Name	To search the user with the user name. Partial search is allowed.
      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.
      Search Results
      User ID	User ID of the user.
      First Name	First Name of the user.
      Last Name	Last Name of the user.

   3. Click the User ID link of the record for which you want to onboard.
      The Personal Information, Contact Details, Touch Points, Roles, Limits and Accessible Entity sections appear.

      Figure 16-37 User Onboarding

      
      

      
      Description of "Figure 16-37 User Onboarding"

      
      

      Figure 16-38 DND Alerts - Category Details

      
      

      
      Description of "Figure 16-38 DND Alerts - Category Details"

      
      

      Table 16-21 Field Discription

      Field Name	Description
      Create
      Personal Information
      User Name	Name of the user (login ID) of the user.
      Title	Title of the user. The options are: Mr Mrs Miss Ms Dr Master
      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.
      Roles	Application roles mapped to the user. In case of multi entity setup, these roles will be for the default/home entity of the user.
      Global Roles
      Roles	The global roles which are mapped to the users.
      Is Corporate Administrator	Define whether the corporate user is corporate administrator or not.
      Touch Points
      Selected Touch Points	The touch points (banking channels) selected for a user to perform transactions. The touch points could be: Mobile Application Mobile (Responsive) Internet Missed Call Banking SMS Banking Wearables Snapshot Siri / Chatbot API Access Soft Token Application
      DND Alerts
      Category	The categories for which DND needs to be enabled. All the categories for which DND is applicable are available for selection. Note: Click on category link to view list of all the events for which alerts will not be sent to the user.
      Primary Entity
      Entity Name	Primary Entity name associated to the user.
      Map Parties
      Primary Party	Primary party name associated to the user.
      Accessible Parties	Accessible Party Details that user has access.
      Limits Limits attached to the user.
      Touch Points/ Group	Name of touch points/ groups maintained under a specific entity for which the limit packages are mapped.
      Package	Name of the limit package mapped against specific touch points /touch point groups.
      Touch Points	The touch points (banking channels) selected for a user to perform transactions. The touch points could be: Mobile Application Mobile (Responsive) Internet Missed Call Banking SMS Banking Wearables Snapshot Siri / Chatbot API Access Soft Token Application
      Map Roles	The roles to which the entities are mapped.
      Accessible Entity Details
      Entity	Accessible Entity name associated to the user.
      Map Parties
      Primary Party	Primary Party ID details of the user is associated with the New Entity.
      Accessible Parties	Accessible Party Details that user has access.
      Limits Limits package associated to the user for the accessible entity.
      Touch Points	The touch points (banking channels) selected for a user to perform transactions.
      Package	Name of the limit package mapped against specific touch points /touch point groups.
      Map Role	The roles to which the entities are mapped.

6. In the User Name field, enter the required details. Click Check Availability to check the uniqueness of the user ID. If the user ID is already used, then enter a unique valid username.
7. In the rest of the Personal Information section, enter the required details.
8. In the Contact Details section, enter the required details.
9. In the Global Roles section, select the checkbox (s) against the Roles field to map roles to the user.
10. In the Is Corporate Administrator field, select the appropriate option to define whether the corporate user is corporate administrator or not.
11. In the Category field, select the checkbox(es) categories for which DND (do not disturb) needs to be enabled.
12. In the Accessible Parties field in the Map Parties section, select the parties to map with user.
13. In the Limits section,
    1. In the Touch Points section, select the touch points to be mapped to user.
    2. Select the appropriate limit package under the Package for each touch point column.
    3. In the Map Roles field, select the checkbox(es) adjacent to roles to which the entities are to be mapped.
14. In the Accessible Entity section, add the accessible entities for the user and select the party and limits for that entity (applicable only if Bank has Multi Entity setup).
    1. In the Primary Party ID field, Sselect the Primary Party ID detailsmapped to of the user which is associated with the New Entity.
    2. In the Limits section, select the appropriate limit package under the Package for each touch point column.
    3. In the Touch Points section, select the touch points to be mapped to user.
    4. Select the appropriate limit package under the Package for each touch point column.
    5. In the Map Roles field, select the checkbox(es) adjacent to roles to which the entities are to be mapped.
    6. Click Add Entities button, to add accessible entity to a user.

    Touch Points Group - View Details

    This pop-up screen appears on clicking beside a touch point group in the Limits section, which appears when onboarding corporate user types.

    Figure 16-39 Touch Points Group - View Details

    
    

    
    Description of "Figure 16-39 Touch Points Group - View Details"

    
    

    Table 16-22 Field Description

    Field Name	Description
    Group Code	Group code defined for touch point group.
    Group Description	Group description defined for touch point groups.
    Group Type	Type of touch point i.e. whether touch point is of type internal or external.
    Touch Points	List of the internal or external touch points.

15. Click Save to save the maintenance, and redirect to the review page.
    OR

    Click Next to proceed to the next logical step

    OR

    Click Submit to submit the steps performed so far for approval.

    OR

    Click Retain Draft to save the details entered as draft.

    OR

    Click Cancel to cancel the transaction.

    Note:

    Admin can submit the maintenance after any step. Maintenances saved so far will be sent for approval in one flow. Admin would not be able to make any changes or maintain another step for the same Group Corporate till the time the approval of the wizard is not done.
16. The Review screen appears.
    Verify the details, and click Submit.

    OR

    Click Add Another to add another maintenance of the same step.

    OR

    Click Edit to modify the details entered.

    OR

    Click Next to proceed to next step.

    OR

    Click Retain Draft to save all the steps completed so far, and allow Admin resume the same application.

    OR

    Click Cancel to cancel the transaction.

17. The success message of user creation appears along with the transaction reference number.