15.5.2 User Groups – Summary & View

This topic describes the systematic instruction to User Groups – Summary & View.

Once the logged in Bank Administrator navigates to User Group Management screen, and searches User Group Code. User groups maintained if any under the Group Corporate would be displayed on the screen. User can opt to view the details of existing user groups.

The summarized view of all the user groups created (if any) for the Group corporate is displayed on the screen. Further drill down is given on each user group to view the details of the users who are part of the user group.

To search and view User Group details of the Group Corporate:

  1. Navigate to one of the above paths.
    The User Groups screen appears.
  2. In User Group Management screen, in the Group Code or in Group Description enter the respective details.
  3. Click Search. User groups maintained if any under the Group Code or Group Description are displayed on the screen.

    Figure 15-43 Summary screen


    Description of Figure 15-43 follows
    Description of "Figure 15-43 Summary screen"

    Note:

    The fields which are marked as Required are mandatory.

    For more information on fields, refer to the field description table.

    Table 15-25 Summary screen - Field Description

    Field Name Description
    Search User Group Information specified in below fields are related to search user group.
    Group Code Enter User group code
    Group Description Enter Description provided to the user group.
    Search Result Information specified in below fields are related to search result.
    Group Code Display user group code
    Group Description Display description provided to the user group
    User Count Display Number of users available in each user group
  4. Click on Group Code hyperlink to view details of list of users associated with entered user group.

    Figure 15-44 User Group – View


    Description of Figure 15-44 follows
    Description of "Figure 15-44 User Group – View"

    Note:

    The fields which are marked as Required are mandatory.

    For more information on fields, refer to the field description table.

    Table 15-26 User Group – View - Field Description

    Field Name Description
    Group Code Display user group code
    Group Description Display description provided to the user group
    User Information Information specified in below fields are related to user information.
    Username Username of the user who is part of the user group is displayed.

    Click on the link to view the user details.
    Name Display name of the User
    Mobile Number Display Mobile Number of the user that maintain with bank
  5. Perform anyone of the following actions.
    • Click Back to navigate back to previous screen.
    • Click Next to proceed to the next logical step
    • Click Submit to submit the steps performed so far for approval.
    • Click Retain Draft to save the details entered as draft.
    • Click Cancel to cancel the transaction.

Parent topic: Step 4: User Group Maintenance