Edit user information (user group)

Procedure

1. From the Administration tab, in the Manage section, select Users. The Manage Users page appears.

2. Click the User ID link for the user whose entitlements you want to edit. The View Users page appears.

3. Click Edit User. The Edit User page appears.

4. In the User Information section, make the necessary updates.

   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

   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.

   Default Language

   Language of the new 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.

5. In the Access Level section, make the necessary updates.

   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.

6. In any additional services sections, make the necessary changes to services such as Bill Pay or Mobile Banking. The services are only displayed if they are available for the company and if the user is entitled for the feature.

   Bill Payment

   Indicates the user's bill payment enrollment status: Enrolled or Not Enrolled.

   The Enroll in Bill payments link is displayed on the Edit User page when the user is entitled for bill payments and is entitled to at least one account that is enabled for bill payments.

   Mobile Banking

   Mobile banking information for the user. The fields displayed depend on the user's enrollment status.

   • Mobile Enrollment Status – Shows whether the user is enrolled in mobile banking. The Enroll button allows you to enroll a user in mobile banking.
   • Mobile Activity – Provides access to view the user's mobile activity
   • Change Mobile Number – Shows the number of the mobile device associated with the user's mobile banking enrollments. Click the link to change the number.
   • Mobile Activation Status – Shows whether the user's activation status is enabled or disabled