3.7.2 User Groups – Summary & View

This topic provides the systematic instructions for searching for a User Group Code.

User groups maintained if any under the Group Corporate would be displayed on the screen. User can opt to view the details of existing user groups.

The summarized view of all the user groups created (if any) for the Group corporate is displayed on the screen. Further drill down is given on each user group to view the details of the users who are part of the user group.

To search and view User Group details of the Group Corporate:

  1. Navigate to the User Group screen.
  2. In User Group Management screen, in the Group Code or in Group Description enter the Respective details.
  3. Click Search. User groups maintained if any under the Group Code or Group Description are displayed on the screen.

    Figure 3-31 User Groups – Summary


    Description of Figure 3-31 follows
    Description of "Figure 3-31 User Groups – Summary"

    Note:

    The fields which are marked as Required are mandatory.

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

    Table 3-20 User Groups – Summary- Field Description

    Field Name Description
    Search User Group  
    Group Code Enter User group code
    Group Description Enter Description provided to the user group.
    Search Result  
    Group Code Display user group code
    Group Description Display description provided to the user group
    User Count Display Number of users available in each user group
  4. Click the Group Code hyperlink to view details of list of users associated with entered user group.

    Figure 3-32 User Group – View


    Description of Figure 3-32 follows
    Description of "Figure 3-32 User Group – View"

    Note:

    The fields which are marked as Required are mandatory.

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

    Table 3-21 User Group – View- Field Description

    Field Name Description
    Group Code Display user group code
    Group Description Display description provided to the user group
    User Information  
    User ID User ID of the user who is part of the user group is displayed.
    Name Display name of the User
    Mobile Number Display Mobile Number of the user that maintain with bank
  5. Perform one of the following actions:
    • 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.
    • Click Cancel to cancel the transaction.

Parent topic: Step 4: User Group Maintenance