This topic provides the systematic instructions to corporate administrators for searching and viewing the details of existing users.

1. Navigate to the User Management screen.

   Figure 4-1 User Management - Search User

   
   

   
   Description of "Figure 4-1 User Management - Search User"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 4-1 Field Description

   Field Name	Description
   User Type	User type is always defaulted to ‘Corporate User’.
   Party Name	Enter the user ID /User name. Partial search is allowed.

2. Click Search User, then click the More Search Options link.

   The screen will be displayed with additional user search criteria.

   Figure 4-2 User Management – Search User - More Search Options

   
   

   
   Description of "Figure 4-2 User Management – Search User - More Search Options"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 4-2 User Management – Search User - More Search Options - Field Description

   Field Name	Description
   User Type	User type is always defaulted to ‘Corporate User’.
   User Name	To search the user with the user name/user ID. Partial search is allowed.
   First Name	Allows to search based on first name of the user.
   Last Name	Allows to search based on last name of the user.
   Email	Allows to search based on email id of the user.
   Mobile Number	Allows to search based on mobile number of the user. Note: User can select international subscriber dialing (ISD) code (country code) while selecting mobile number.
   User Type	User type is always defaulted to Corporate User.

3. Perform one of the following actions:
   • Enter the search criteria, click Search.

     The search results appear on the User Management screen based on the search parameters.

   • Click Cancel to cancel the operation and navigate back to Dashboard.
   • Click Clear to clear the input search parameters.

   Figure 4-3 User Management - Search Results

   
   

   
   Description of "Figure 4-3 User Management - Search Results"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 4-3 User Management - Search Results- Field Description

   Field Name	Description
   Search ResultsFull Name
   Full Name	First name and last name of the user.
   User Name	User Name of the user.
   Status	Status of the user, Locked or Unlocked.
   Channel Access	Indicates whether channel access is granted. Click to grant / revoke access rights. Note: Channel access feature will only be available with DB authenticator as Identity Management System.

   If the search results are more than five, pagination will be enabled.

4. Click the User Name link to view the user details.

To view the user details:

5. In The User Management - Search Results section, click the User Name link of the record for which you want to view the details.
   The User Management - View screen appears.

   Figure 4-4 User Management – View

   
   

   
   Description of "Figure 4-4 User Management – View"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 4-4 User Management – View- Field Description

   Field Name	Description
   User Type	User type is always defaulted to ‘Corporate User’.
   Party ID	Party ID mapped to the user. Party ID is defaulted to the mapped Party ID of the Corporate Administrator.
   Party Name	Party name of Party ID mapped to the user. Party name of Party ID mapped to the logged in Corporate Administrator.
   Personal Information
   User Name	Name (login ID) of the user.
   Title	Title of the user. Mr Mrs Miss Ms Dr Master
   First Name	First name of the user.
   Middle Name	Middle name of the user.
   Last Name	Last name/ surname of the user.
   Date of Birth	Date of birth of the user.
   Contact Details
   Email ID	Email id of the user.
   Contact Number (Mobile)	Displays mobile number of the user alongwith an international subscriber dialing (ISD) code.
   Contact Number (Land Line)	Phone number (land line) number of the user.
   Address Line 1-4	Address of the user.
   Country	Country of the user.
   City	City in which the user resides.
   Zip Code	The postal code of the city in which the user resides.
   Limits & Roles
   User Groups	Displays the user groups that are assigned to the user.
   Limits – Touch Point/Group	If limit check is required, assigned limit packages for applicable touch points get displayed here.
   Touch Points/ Group	Name of touch points/ groups maintained for which the limit packages are mapped.
   Package	Name of the limit package mapped against specific touch points /touch point groups
   Roles	Application roles mapped to the user.
   Touch Points
   Select Touch Points	The touch points (banking channels) allows a user to perform transactions using the touch points. The touch points could be: Mobile Application Mobile (Responsive) Internet Missed Call Banking SMS Banking Wearables Snapshot Siri / Chatbot API Access Soft Token Application
   Device Registration
   Android Devices	This option lets the administrator to deregister the android devices/s. Enabling of the device happens when the user installs and registers on the app on the android device. Administrator cannot manually enable the device. If the Administrator deregisters the device, the user gets logged out from all the android devices and his alternate login gets disabled from all the android devices on which the user has installed the application.
   iOS Devices	This option lets the administrator to deregister the iOS devices/s. Enabling of the device happens when the user installs and registers on the app on the iOS device. Administrator cannot manually enable the device. If the Administrator deregisters the device, the user gets logged out from all the iOS devices and his alternate login gets disabled from all the iOS devices on which the user has installed the application.
   Push Notifications
   Android Devices	This option lets the administrator disable push notifications for android devices. Enabling of the push notification is done by user himself and administrator cannot do the same. If the administrator disables this, the user will stop getting notifications as a pop-up message (push notification) on the user's registered mobile number.
   iOS Devices	This option lets the administrator disable push notifications for iOS devices. Enabling of the push notification is done by user himself and administrator cannot do the same. If the administrator disables this, the user will stop getting notifications as a pop-up message (push notification) on the user's registered mobile number.

   Note:

   To receive push notifications (for both iOS and android) user will have to allow the same on the device settings
6. Perform one of the following actions:
   • Click Edit to edit the user details.

     The User Management - Edit User screen appears.

   • Click Reset Password to reset user’s password. A warning message Do you want to reset the password? appears on the screen.

     If user clicks Yes, a reset password confirmation screen is displayed. New password gets communicated to the user on registered email address (if the alert for the same is maintained) and the record for that user gets available in the Print password screen, from where it can be printed.

     If user clicks No, the action gets cancelled.

   • Click Cancel to cancel the operation and navigate back to Dashboard.
   • Click Back to go back to the previous screen.
   • Click the to download the user details.

   User Management - Change user status

   This section allows you to lock and unlock a user.

   To lock or unlock a user:

   1. Enter the search criteria, click Search.

      The search results appear on the User Management screen based on the search parameters.

      Figure 4-5 Lock / Unlock User

      
      

      
      Description of "Figure 4-5 Lock / Unlock User"

      
      
   2. Click the
      
      

      

      
      
      in the Status column to lock / unlock a user.

      The User Status Maintenance window appears.

      Figure 4-6 User Status Maintenance

      
      

      
      Description of "Figure 4-6 User Status Maintenance"

      
      
   3. In the Lock Status field move the slider to lock / unlock a user.
   4. In the Reason field enter the appropriate description.
   5. Perform one of the following actions:
      • Click Submit to save.
      • Click Cancel to close.

   User Management - Channel Access Permission

   This section allows the administrator to grant / revoke channel access for a user. In case administrator changes the channel access from grant to revoke; user will not be able to access his channel banking.

   Note:

   Channel Access feature is only available and displayed if the Application is configured on DB Authenticator as Identity Management system.

   To grant or revoke channel access:

   1. Enter the search criteria, click Search.

      The search results appear on the User Management screen based on the search parameters.

      Figure 4-7 Channel Access

      
      

      
      Description of "Figure 4-7 Channel Access"

      
      
   2. Click the
      
      
      
      in the Channel Access column to grant / revoke channel access to a user.

      The User Channel Access screen appears.

      Figure 4-8 User Channel Access

      
      

      
      Description of "Figure 4-8 User Channel Access"

      
      
   3. In the Channel Access field move the slider to grant / revoke channel access rights for a user.
   4. In the Reason field enter the appropriate description.
   5. Perform one of the following actions:
      • Click Submit to save.
      • Click Cancel to close.