16.4.1 User Management - Search and View

Using this option, System/ bank administrators can search and view details of the existing users.

Default search is available with User Name, but the user can also be searched by providing other details like First Name, Last Name, Party ID. Email ID and Mobile Number.

To search for a user:

1. Navigate to one of the above paths.
   The User Onboarding screen appears.
2. Enter the search criteria, click Search.
   The search results appear on the User Management screen based on the search parameters.

   OR

   Click Cancel if you want to cancel the transaction.

   OR

   Click Clear if you want to reset the search parameters.

   OR

   Click Create to create the to create internal and external users.

   Figure 16-29 User Management - Search

   
   

   
   Description of "Figure 16-29 User Management - Search"

   
   

   Figure 16-30 User Management - More Search Options

   
   

   
   Description of "Figure 16-30 User Management - More Search Options"

   
   

   Table 16-14 Field Description

   Field Name	Description
   User Name	To search the user with the user name. Partial search is allowed.
   More Search Options Below fields appears if you click the More Search Options link.
   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.
   Email	Allows to search based on email id of the user.
   Mobile Number	Allows to search based on mobile number of the user.
   Party ID	Allows to search based on Party id.

To view the user details:

3. Enter the search criteria and click Search in the User Management screen.
   The search results appear based on the search parameters.

   Figure 16-31 User Management - Search Results

   
   

   
   Description of "Figure 16-31 User Management - Search Results"

   
   

   Table 16-15 Field Description

   Field Name	Description
   Search Results
   User Name	User Name of the user.
   Full Name	First name and last name of the user.
   Action	Status of the user.

4. Click the User Name link of the record for which you want to view the user details.
   The User Management - View screen appears.

   Figure 16-32 User Management – View

   
   

   
   Description of "Figure 16-32 User Management – View"

   
   

   Table 16-16 Field Discription

   Field Name	Description
   View
   User Type	Type of user. The user will be: Corporate User
   Group Corporate ID	Group Corporate ID mapped to the user is displayed.
   Party ID	Party ID for which the user is created will be displayed.
   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.
   User Groups And Global Roles
   User Groups	The list of all user groups to which the selected user belongs. Note: This information is read-only and hence cannot be modified. If a particular user needs to be removed from a user group, then the administrator must manually go to the particular user group screen and remove the user.
   Roles	The global roles which are mapped to the users.
   Is Corporate Administrator	Displays whether the corporate user is corporate administrator or not.
   DND Alerts
   DND Alerts	The list of categories for which DND is configured.
   Device Registration
   Android Devices	This option shows if the user has registered futura Bank application on any android devices/s. Enabling of the device happens when the user installs and registers on the app on the android device. Administrator cannot manually enable the device. If the Administrator deregisters the device, the user gets logged out from all the android devices and his alternate login gets disabled from all the android devices on which the user has installed the application.
   iOS Devices	This option shows if the user has registered futura Bank application on any iOS devices/s. Enabling of the device happens when the user installs and registers on the app on the iOS device. Administrator cannot manually enable the device. If the Administrator deregisters the device, the user gets logged out from all the iOS devices and his alternate login gets disabled from all the iOS devices on which the user has installed the application.
   Push Notifications
   Android Devices	This option shows if the user has registered for push notifications for android devices. Enabling of the push notification is done by user himself and administrator cannot do the same. If the administrator disables this, the user will stop getting notifications as a pop-up message (push notification) on the user's registered mobile number.
   iOS Devices	This option shows if the user has registered for push notifications for iOS devices. Enabling of the push notification is done by user himself and administrator cannot do the same. If the administrator disables this, the user will stop getting notifications as a pop-up message (push notification) on the user's registered mobile number. Note: To receive push notification user will have to allow the same on the device settings.
   Primary Entity Details
   Entity Name	Primary Entity name associated to the user.
   Map Parties
   Primary Party	Primary Entity name associated to the user.
   Accessible Parties	Accessible Entities associated to the user.
   Limits	Limits attached to the user.
   Touch Points	Name of touch points/ groups maintained under a specific entity for which the limit packages are mapped.
   Map Roles	Displays the roles to which the entities are mapped.
   Accessible Entity Details
   Entity Name	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/ Group	Name of touch points/ groups maintained under a specific entity for which the limit packages are mapped.
   Map Role	The roles to which the entities are mapped.

5. Click Edit to edit the user details.
   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate back to previous screen.

   OR

   Click to download the user details.

   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.