11 User Account Access

This topic describes the information about the User Account Access option.

The system/Bank Administrator can set up account and transaction access for the Business Parties. Further, using this option the System/ Bank Administrator can provide access to accounts and transactions to the users mapped to the respective Business parties. If the user has access to multiple business parties, then the bank administrator can set up the Account access individually for each party and user..

Note:

User Account Access is a non-mandatory step. If the Admin does not maintain the user account access for any of the Business users, system will refer to the party account access maintained for the associated party ID.
Pre-requisites
  • Account Access should be maintained for the party of the user for which access is to be maintained
  • Account Access for the party should be maintained for linked party accounts if the user needs access to linked party accounts.
  • Party preferences should be created for the party of the user for which access is to be maintained.
  • Channel Access should be enabled for party of the user for which account access is to be maintained.
  • Transaction access is provided to Bank Administrator.
  • Approval rule set up for Bank Administrator to perform the actions.

Figure 11-1 Workflow


Description of Figure 11-1 follows
Description of "Figure 11-1 Workflow"

Features Supported In Application

The following options are available as part of this maintenance:

Navigation Path: Perform the following navigation to access the User Account Access:

From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Access Management , Under Access Management , then click User Account Access.

The User Account Access screen appears.