3.7 Step 4: User Group Maintenance
This topic describes the User Group maintenance option for corporate users.
As user groups are maintained at the Group Corporate level, the corporate administrator can view all user groups but only add/delete the users belonging to his accessible parties available under the Group Corporate. Also, administrator can view summary of all users available in the group, however complete details of the user can be viewed only if user has access to all the party IDs mapped to the corporate user.
- Transaction access is provided to Corporate Administrator.
- Multiple corporate users are maintained.
- Approval rule set up for Corporate administrator to perform the actions.
- Party preference for which the groups are to be created is maintained and is active.
Features Supported In Application
- From Corporate Administrator Dashboard, click
Toggle Menu, then click Menu.
Under Menu , Group Corporate Onboarding, then click User Group tab.
The Group Corporate Onboarding - User Group tab appears.
- User Groups – Create
This topic provides the systematic instructions for corporate administrators to create new User Groups for a given Group Corporate ID. - User Groups – Summary & View
This topic provides the systematic instructions for searching for a User Group Code. - User Groups – Edit
This topic provides the systematic instructions for editing existing user group descriptions.
Parent topic: Group Corporate Onboarding