In this video you will learn how to create and approve a new user, as well as copy an existing user's entitlements to other users utilizing the bank's standard dual control settings.
You can quickly create a user from the shortcuts widget on the dashboard.
Alternatively, a user can be created by accessing the Administration menu.
To begin, click Users.
Next, click Create User.
Enter the user's information.
Required fields are marked with an asterisk.
Click Next to proceed.
Please note the User ID and temporary password are case sensitive.
You will be responsible for communicating this information to the user.
Also note that User password resets or user maintenance must be completed by the administrator of the company in the administration menu.
Users can change their own passwords using the tools menu.
Click Next.
Only select the System administrator checkbox if you want this user to have full authority to add, edit or delete other users in the system for the company.
If your business has ACH or Wires it is highly recommended that you set dual approval privileges for all company users.
To require users to approve payments or templates created by other users, select the Approvals option.
Please consider internal risk controls before assigning system rights.
Click the Set Approvals button to proceed.
The secondary approval options are listed by payment type.
For online security best practices, it is recommended to set up dual approval for payments.
Determine the appropriate settings for the user.
The Set All selection will provide approval rights to all payment types.
To see the approval rights granted for US Wire or other payment types, click the expand icon.
When complete, click the Submit button.
As an additional level of security, you have the ability to set payment limits for users.
To establish user payment limits, select the custom radio button.
Click the Set Limits button to proceed.
For each payment type you can set limits for the transaction amount, approval amount, and the total amount that they can enter for the day.
Enter the appropriate payment limits for the user.
Please ensure the user limits do not exceed the company daily payment limit.
Click on the Expand icon next to each payment type, this will expand the page so you can set limits for that payment type.
The Extended option allows you to set more granular limits.
When complete click the Submit button.
The Access Schedule settings allow you to restrict when the user can access the Online Banking System.
Next, you must set up the entitlements for the user.
The Full option automatically gives the user unlimited access to all current and future accounts and services.
For this reason, it is highly recommended that you select the Custom option to manage user's rights and access
Click the Save button to proceed.
Click the Custom button to set up the user's custom access.
Next, click the Set Account Access button.
Select the Access Level drop down arrow next to the accounts you would like the user to have access to.
The Access Types will display.
If you select Custom, the status will appear as "Custom Access Not Set."
You will need to set the Custom Access.
If you select Full, the status will appear as "Full Access Set."
In this example, let's click the Custom option.
Next, click the Set Custom Access button.
Select the appropriate checkboxes to determine how the account can be used in the system by the user.
For example, you may grant the user access to an account only for information reporting.
Click the Save button to return to the Accounts screen.
Click Save to proceed.
Now let's set up the functional access for the user.
First, click Set Functional Access.
For each service, you can determine if the user can "view only" or "view and transact."
"View and Transact" will allow the user to initiate payments.
Click the Submit button.
To complete the setup process, click the Done button.
The newly added user is displayed on the Manage Users list with a status of Pending Add Approval.
Due to the dual control setting another Administrator must approve the user before the user can access the system.
The Approval Status column includes a hyperlink if you can grant approval for a new or modified user.
Select the hyperlink to begin the approval process.
As an approver, now is the time for you to validate and ensure the user's rights have been properly entitled to each service and account by reviewing each section.
After reviewing all the user settings, click the Approve button.
The Successful Submit message displays.
Next, click Manage Users.
The user is now approved.
To save time, you may copy the entitlements from an existing user to another user.
Then following the same steps for creating a new user, you can easily modify any entitlements.
A best practice is to periodically review your users and their entitlements to ensure current system access and settings are maintained.
The administrator is responsible for resetting user login and password credentials if the user is locked out of the system.
For more information please contact your Global Transaction Services.