This topic provides the systematic instructions for corporate administrators to create internal and external users.

1. Navigate to the User Onboarding screen.
2. In the User Management screen, click Create.
3. Select the option to create a new or by copying an existing user.

   Figure 3-24 Group corporate Onboarding - User Onboarding

   
   

   
   Description of "Figure 3-24 Group corporate Onboarding - User Onboarding"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 3-14 Group corporate Onboarding - User Onboarding- Field Discription

   Field Name	Description
   New	Allows selecting a Parent Party ID of the user.
   Copy From	Allows to select an already created user (user created under the same Group Corporate) and screen will display the copied data for all the sections except Personal and Contact information. Corporate Administrator would require to fill Personal and Contact information and he can make the changes in the copied data as well.
   Party ID	Parent Party ID of the user for mapping it to the user.

4. Perform one of the following actions:
   • If you select New option;
     1. From the Party ID list, select a Parent Party ID of the user.

        The Personal Information, Contact Details, Touch Points, Roles, Limits and Accessible Entity sections appear.

   • If you select the Copy From option;

     The User Search popup window appears.

     1. Enter the search criteria, and click Search.

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

        Perform the following action:

        1. Click Clear if you want to reset the search parameters.

           Note:

           Click icon to refresh the detail entered in select user field.

           Figure 3-25 User Management – User Search

           
           

           
           Description of "Figure 3-25 User Management – User Search"

           
           

           Note:

           The fields which are marked as Required are mandatory.

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

           Table 3-15 Field Description

           Field Name	Description
           Search
           User Name	To search the user with the user name. Partial search is allowed.
           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.
           Search Results
           User ID	User ID of the user.
           First Name	First Name of the user.
           Last Name	Last Name of the user.

     2. Click the User ID link of the record for which you want to onboard.

        The Personal Information, Contact Details, Touch Points, Roles, Limits and Accessible Entity sections appear.

        Figure 3-26 User Onboarding

        
        

        
        Description of "Figure 3-26 User Onboarding"

        
        

        Figure 3-27 DND Alerts - Category Details

        
        

        
        Description of "Figure 3-27 DND Alerts - Category Details"

        
        

        Note:

        The fields which are marked as Required are mandatory.

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

        Table 3-16 User Onboarding- Field Discription

        Field Name	Description
        Create
        Party ID	Select Party ID for which the user is to be created.
        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
        Select 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, then enter a unique valid username.
6. In the rest of 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 Select Category field under DND Alerts section, select the desired categories for which DND needs to be enabled.
    The field under DND Alerts section, select the desired categories for which DND need to be configured.
11. 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.
    This pop-up screen appears on clicking beside a touch point group in the Limits section, which appears when onboarding corporate user types.

    Figure 3-28 Touch Points Group - View Details

    
    

    
    Description of "Figure 3-28 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 3-17 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.

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

      The Review screen appears.

    • 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.

      Note:

      Admin can submit the maintenance after any step. Maintenances saved so far will be sent for approval in one flow. Admin would not be able to make any changes or maintain another step for the same Group Corporate till the time the approval of the wizard is not done.
13. Perform one of the following actions from the Review screen:
    • Verify the details, and click Submit.

      The success message of user creation appears along with the transaction reference number.

    • Click Add Another to add another maintenance of the same step.
    • Click Edit to modify the details entered.
    • Click Next to proceed to next step.
    • Click Retain Draft to save all the steps completed so far, and allow Admin resume the same application.
    • Click Cancel to cancel the transaction.