3.8 Step 5: User Account Access
This topic describes the option for corporate administrators to manage user access to accounts and transactions.
This maintenance can be done only after the Party Account Access is setup for the parent party of the user(s). The user level mapping of accounts and transactions must be done to provide access to the accounts for performing transactions to the specific user.
Corporate administrator can copy mapping from another user. The mapping of only those party's accounts will be copied to which the user has access. The corporate administrator will be able to maintain the account access of users who have subset of accesses of corporate administrator.
Note:
The corporate administrator will be able to maintain the account access of all the users available under the Group Corporate.- Account Access should be maintained for the corporate party of the user for which access is to be maintained
- Account Access for the party should be maintained for associated party accounts if the user needs access to associated 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 Corporate Administrator.
- Approval rule set up for Corporate Administrator to perform the actions.
Features supported in Application:
- From Corporate Administrator Dashboard, click
Toggle Menu, then click Menu.
Under Menu , Group Corporate Onboarding, then click User Account Access tab.
The Group Corporate Onboarding - User Account Access tab appears.
- User Account Access – Create
This topic provides the systematic instructions for corporate administrators to control user access to accounts and transactions within a specific group. - User Account Access – View
This topic provides the systematic instructions to corporate administrators to view granted access for a user's accounts and transactions. - User Account Access – Edit
This topic provides the systematic instructions for bank administrators to receive access modification requests for a selected user. - User Account Access – Delete
This topic provides the systematic instructions for deleting user access and account mapping.
Parent topic: Group Corporate Onboarding