Create a new user (user groups)

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 New User button on the Manage 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 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

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

   Access Schedule

   One of these options:

   • Unlimited access – Enables the new user to access the system every day all the time.
   • Set custom access – Limiting new user's access to the system to defined days and times.

     Click the Set Custom Access button to set the schedule.

   User Group Access

   One of these options:

   • No Group Access – The user will have no access to any services. The company is configured for user groups, and membership in a group is the only way to provide access to services.
   • Set Group Access – The user will be assigned to one or more groups of predefined entitlements.

     After you select Set Group Access, select one or more of the groups defined in the table. Use the View Entitlements button to view specific entitlements defined for a group.

4. Click Save. The Manage Users page appears showing a success message.