This topic provides the systematic instructions to corporate administrators for modifing existing user details.

1. Navigate to the User Onboarding screen.
2. Perform one of the following actions:
   • Enter the search criteria and click Search.

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

   • Click Clear if you want to reset the search parameters.
   • Click Cancel to cancel the transaction.
3. In the User Management - Search Results section, click the User Name link of the record for which you want to edit the user details.
   The User Management - View screen appears.
4. Click the Edit to update the user information.

   Figure 3-22 User Management – Edit

   
   

   
   Description of "Figure 3-22 User Management – Edit"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 3-12 User Management – Edit- Field Description

   Field Name	Description
   Edit
   Party ID	Party ID for which the user is created will be displayed.
   Personal Information
   User Name	Name of the user (login ID) of the user.
   Title	Title of the user. The options are: 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)	Mobile number of the user.
   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 resided.
   Roles	Application roles mapped to the user. In case of multi entity setup, these roles will be for the default/home entity of the user.
   User Groups And Global Roles
   User Groups	The list of all user groups to which the selected user belongs. Note: This information is read-only and hence cannot be modified. If a particular user needs to be removed from a user group, then the administrator must manually go to the particular user group screen and remove the user.
   Roles	The global roles which are mapped to the users.
   DND Alerts
   Category	The list of categories for which DND is configured can be enabled or disabled using this option.
   Primary Entity
   Entity Name	Name of the primary entity.
   Map Parties
   Primary Party	Name of the primary party along with the group corporate code and entity name.
   Accessible Parties	Accessible parties along with the group corporate code and entity name associated to the user.
   Limits	Limits package associated to the user.
   Touch Points	Name of touch points/ groups maintained under a specific entity for which the limit packages are mapped.
   Map Roles	The roles to which the entities are mapped.
   Accessible Entity Details
   Entity Name	Accessible Entity name associated to the user.
   Map Parties
   Primary Party	Primary Party ID details of the user is associated with the New Entity.
   Accessible Parties Name	Accessible Party Details that user has access.
   Limits - Touch Point/Groups	Limits package associated to the user for the accessible entity.
   Touch Points/ Group	Name of touch points/ groups maintained under a specific entity for which the limit packages are mapped.
   Map Roles	The roles to which the entities are mapped.

5. In the User Name field, enter the required details. Click Check Availability to check the uniqueness of the user ID. If the user ID is already used.
6. In the Personal Information section, enter the required details.
7. In the Contact Details section, enter the required details.
8. In the Roles section, Select the checkbox (s) against the Roles, to map to the user.
9. In the Touch Points section, select the touch points to be mapped to user.
10. In the Accessible Entity Details section, add the accessible entities for the user and select the party and limits for that entity (applicable only if Bank has Multi Entity setup).
    1. Click Add Entity button, to add accessible entity to a user.
    2. In the Limits section, select the appropriate limit package under the Package for each touch point column.
    3. In the Primary Party ID field, select the Primary Party ID details of the user is associated with the New Entity
    4. From the Accessible Party Details, select the parties to map with user.

    Figure 3-23 Touch Points Group - View Details

    
    

    
    Description of "Figure 3-23 Touch Points Group - View Details"

    
    

    Note:

    The fields which are marked as Required are mandatory.

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

    Table 3-13 Touch Points Group - View Details- Field Description

    Field Name	Description
    Group Code	Group code defined for touch point group.
    Group Description	Group description defined for touch point groups.
    Group Type	Type of touch point i.e. whether touch point is of type internal or external.
    Touch Points	List of the internal or external touch points.

11. Perform one of the following actions:
    • Click Save to save the maintenance.

      The Review screen appears.

    • Click Cancel to cancel the transaction.
    • 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.
12. Perform one of the following actions from the Review screen:
    • Verify the details, and click Confirm.

      The success message of updates appears.

    • Click Cancel to cancel the operation.
    • Click Back to navigate to the previous screen.