Copy a user (user group)

Procedure

1. From the Administration tab, in the Manage section, select Users. The Manage Users page displays a list of company users.

2. In the Action column for the user you want to copy, click Select Action. The actions list appears.

3. Click Copy to New User. The Copy User page appears.

   Note: You can also copy information to a new user by clicking the Copy User button on the View User page.

4. Enter the user information.

   User Status

   Designates the new user as active or inactive

   An inactive account cannot be used to access Universal Online Banker

   User Name

   The user's first name, optional middle initial or name, last name, and optional generation suffix from the list

   Email

   The user's e-mail address for delivery of passwords and system notices

   Phone/Fax Number

   Clicking the Add Information check box displays three fields for telephone and fax numbers.

   Primary Phone

   The user's main telephone number

   Secondary Phone

   The user's other telephone number

   Fax Number

   The user's fax number

   User ID

   The user's login ID

   It conforms to the parameters established by your financial institution. These include maximum length, minimum length, and invalid characters.

   Temporary Password

   Password for the new user entered by you or generated by the system with the Generate button

   Confirm Temporary Password

   Re-entry of the password you entered

   If the system generated the password, this field will populate with the same password.

   External Authentication ID

   The token identifier that authenticates the new user’s identity

   If the company is configured in its class of service to require token authentication, either at login, for payment approval, or both, this field is required.

   The token provider identifier responsible to authenticate the user’s identity. This field is required if your company requires external token authentication either at login and/or payment approval.

   Default Language

   Language of the new user

5. Click Save.