This topic provides the systematic instructions to search and view existing user details by user type.

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.
   • Click Create to create the to create internal and external users.

   Figure 3-18 User Management - Search

   
   

   
   Description of "Figure 3-18 User Management - Search"

   
   

   Figure 3-19 User Management - More Search Options

   
   

   
   Description of "Figure 3-19 User Management - 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 3-9 User Management - Search- Field Description

   Field Name	Description
   User Name	To search the user with the user name. Partial search is allowed.
   More Search Options	Below fields appears if you click the More Search Options link.
   First Name	Allows to search based on first name or given name of the user.
   Last Name	Allows to search based on last name/ surname 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.
   Party ID	Allows to search based on Party id.

To view the user details:

3. Enter the search criteria and click Search in the User Management screen.
   The search results appear based on the search parameters.

   Figure 3-20 User Management - Search Result

   
   

   
   Description of "Figure 3-20 User Management - Search Result"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 3-10 User Management - Search Result- Field Description

   Field Name	Description
   User Name	User Name of the user.
   Full Name	First name and last name of the user.
   Status	Status of the user.

4. Click the User Name link of the record for which you want to view the user details.
   The User Management - View screen appears.

   Figure 3-21 User Management – View

   
   

   
   Description of "Figure 3-21 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 3-11 User Management – View- Field Discription

   Field Name	Description
   User Type	Type of user. The user will be: Corporate User
   Group Corporate ID	Group Corporate ID mapped to the user is displayed.
   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. Perform one of the following actions:
   • Click Edit to edit the user details.
   • Click Cancel to cancel the transaction.
   • Click Back to navigate back to previous screen.
   • Click the to download the user details.
   • 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.