Approve User Changes (user group 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
- Access Schedule
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One of these options:
- Unlimited access – Enables the new user to access the system every day all the time.
- Set custom access – Limiting new user's access to the system to defined days and times.
- User Group Access
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One of these options:
- No Group Access – The user will have no access to any services. The company is configured for user groups, and membership in a group is the only way to provide access to services.
- Set Group Access – The user will be assigned to one or more groups of predefined entitlements.
After you select Set Group Access, select one or more of the groups defined in the table. Use the View Entitlements button to view specific entitlements defined for a group.
