Create New User (user groups)

The following sections provide field descriptions for the Create New User page when entitlements are assigned based on pre-defined user groups.

User Information

The user information section is where you define the user's login credentials and other information, such as the user's name and email address, associated with the user account.

User Status

Designates the new user as active or inactive

An inactive account cannot be used to access Universal Online Banker

User Name

The user's first name, optional middle initial or name, last name, and optional generation suffix from the list

Email

The user's e-mail address for delivery of passwords and system notices

Phone/Fax Number

Clicking the Add Information check box displays three fields for telephone and fax numbers.

Primary Phone

The user's main telephone number

Secondary Phone

The user's other telephone number

Fax Number

The user's fax number

User ID

The user's login ID

It conforms to the parameters established by your financial institution. These include maximum length, minimum length, and invalid characters.

Temporary Password

Password for the new user entered by you or generated by the system with the Generate button

Confirm Temporary Password

Re-entry of the password you entered

If the system generated the password, this field will populate with the same password.

External Authentication ID

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.

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.

Default Language

Language of the new user

Access Level

This section identifies the access schedule and the user group assignment. The user group assignments determine the user's entitlements.

Note: If a user is assigned to multiple groups where one or more of the groups do not have entitlements for one area, but for another group the user entitlements are granted, the user is entitled to the function. If limits are defined where the limits are different for two different groups, the user is granted the higher limits.

Access Schedule

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

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.