Create a new user

Procedure

1. From the Administration tab, in the Create section, select New User. The Create New User page appears.

   Note: You can also use the Create User button on the Manager Users page to access the Create New User page.

2. In the User Information section, enter profile information about the new user.

   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 fields for Country Codes, telephone, and fax numbers.

   Primary Phone

   The user's main telephone number

   Secondary Phone

   The user's other telephone number

   Mobile Phone

   The user's mobile 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

3. In the Access Level section, define the access permission (entitlements) for the user.

   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.

   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.

4. In the Access, Function and Data Service Entitlements section, select the appropriate User Entitlement option.

   None

   The user does not have entitlements to any of the account, functions or data services.

   Custom

   The user has customized entitlements.

   When this option is selected, the custom entitlements must be defined. By default, no entitlements are defined.

   Full

   The user has full access to all associated accounts, functions, and data service entitlements.

   Note: When a user is granted Full entitlements, access to new accounts added in the future and new functions or services granted to the company by your financial institution are automatically granted to the user.

   To view a point-in-time list of all the accounts and services and function included in this option, select the View List of All Accounts and Services link.

5. Do one of the following:

   If...	Then...
   You selected either None or full	Then you have finished the process of creating a new user. Click Save.
   You selected Custom	Then you need to define the custom user entitlements. Click Save and Continue.

6. Click Save. The Manage User page appears with the new user added.