Create New User (individual user)

User Information

The user information section is where you define the user's login credentials and other information, such as the user's name and email address, associated with the user account.

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

Access Level

The information in the access level section of the pages varies based on whether your company is set up to enter user entitlements individually or if by selecting a user group that contains predefined entitlements.

Security Level

Either or both of these options:

• System administrator – Grants Customer System Administrator (CSA) privileges
• Manage confidential batches – Enables permission to handle confidential data input batches
  Note: The availability of this check box is based on the company's configuration. If not displayed, this feature is not applicable.

Approvals

Determines whether the user has approval privileges

If Set approval privileges is selected, approval access is granted. Once granted, the specific features for which approvals are enabled must be defined.

Select Set Approvals to display the Set Approvals overlay where you can select specific approval privileges.

Note: This option does not affect approvals that may be required for user maintenance tasks.

Confidential EFD Access

Determines whether access is granted to the user for confidential file types

If access is granted, the specific file types for which access is permitted must be defined.

Select Set Access to select the individual files type.

Note: Confidential EFD Access is only available if the company settings require permissions for confidential EFD access. If not displayed, this feature is not applicable.

Payment Limits

Determines whether payment limits are set

Unlimited access permits the user to create transactions for any amount.

Select Set Custom Limits to display the Set Custom Limits overlay where you can restrict the user's amount limits.

For more information, see Set custom limits.

Access Schedule

Determines the user's system access schedule

Unlimited access permits the user to access the system on any day at any time.

Select Set Custom Access to display the Set User Access Schedule overlay where you can restrict the days and hours the user can access the system.

Account, Function and Data Service Entitlements

This section identifies the level of entitlements assigned to the group. If Custom is selected, you must define each entitlement. When Custom is selected the Save and Continue button is enabled. Use the Save and Continue button to access the Entitle User Group page where you can define the individual entitlements for the user.