Approve User Changes (individual user configuration)
This page is used to either approve or reject changes made to a user's account. Changes made to the user account appear in red.
After reviewing the user account, do the following:
- To approve the user, click Approve User.
- To reject the user, click Reject User.
User Information
- User Status
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Designates the new user as active or inactive
An inactive account cannot be used to access Universal Online Banker
- User Name
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The user's first name, optional middle initial or name, last name, and optional generation suffix from the list
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The user's e-mail address for delivery of passwords and system notices
- Phone/Fax Number
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Clicking the Add Information check box displays three fields for telephone and fax numbers.
- Primary Phone
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The user's main telephone number
- Secondary Phone
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The user's other telephone number
- Fax Number
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The user's fax number
- User ID
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The user's login ID
- External Authentication ID
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The token identifier that authenticates the new user’s identity
If the company is configured in its class of service to require token authentication, either at login, for payment approval, or both, this field is required.
- Default Language
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Language of the new The token provider identifier responsible to authenticate the user’s identity. This field is required if your company requires external token authentication either at login and/or payment approval.
Access Level
- Security Level
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Either or both of these options:
- System administrator – Grants Customer System Administrator (CSA) privileges
- Manage confidential batches – Enables permission to handle confidential data input batches
Note: The availability of this check box is based on the company's configuration. If not displayed, this feature is not applicable.
- Approvals
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Determines whether the user has approval privileges
If Set approval privileges is selected, approval access is granted. Once granted, the specific features for which approvals are enabled must be defined.
Select Set Approvals to display the Set Approvals overlay where you can select specific approval privileges.
Note: This option does not affect approvals that may be required for user maintenance tasks. - Confidential EFD Access
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Determines whether access is granted to the user for confidential file types
If access is granted, the specific file types for which access is permitted must be defined.
Select Set Access to select the individual files type.
Note: Confidential EFD Access is only available if the company settings require permissions for confidential EFD access. If not displayed, this feature is not applicable. - Payment Limits
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Determines whether payment limits are set
Unlimited access permits the user to create transactions for any amount.
Select Set Custom Limits to display the Set Custom Limits overlay where you can restrict the user's amount limits.
- Access Schedule
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Determines the user's system access schedule
Unlimited access permits the user to access the system on any day at any time.
Select Set Custom Access to display the Set User Access Schedule overlay where you can restrict the days and hours the user can access the system.
Account, Function and Data Service Entitlements
| Option | Description |
|---|---|
| None | The user does not have entitlements to any of the account, functions or data services. |
| Custom | The user has customized entitlements.
When this option is selected, the custom entitlements must be defined. By default, no entitlements are defined. |
| Full | The user has full access to all associated accounts, functions, and data service entitlements.
Note: When a user is granted Full entitlements, access to new accounts added in the future and new functions or services granted to the company by your financial institution are automatically granted to the user.
To view a point-in-time list of all the accounts and services and function included in this option, select the View List of All Accounts and Services link. |
