Edit User (user groups)
The following sections provide field descriptions for the Edit 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
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
- 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.
- Default Language
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
This section identifies the access schedule and the user group assignment. The user group assignments determine the user's entitlements.
- 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.
Additional Services
The information in the additional services section varies based on features available to your company. If additional features are available, such as Mobile Banking and Bill Payment, you can use the options in this section to perform task for the user, such as enrolling in the feature.
- Bill Payment
Indicates the user's bill payment enrollment status: Enrolled or Not Enrolled.
The Enroll in Bill payments link is displayed on the Edit User page when the user is entitled for bill payments and is entitled to at least one account that is enabled for bill payments.
- Mobile Banking
Mobile banking information for the user. The fields displayed depend on the user's enrollment status.
- Mobile Enrollment Status – Shows whether the user is enrolled in mobile banking. The Enroll button allows you to enroll a user in mobile banking.
- Mobile Activity – Provides access to view the user's mobile activity
- Change Mobile Number – Shows the number of the mobile device associated with the user's mobile banking enrollments. Click the link to change the number.
- Mobile Activation Status – Shows whether the user's activation status is enabled or disabled
Additional Information
The information in this section shows the account status, if in the approval process, and the last user to modify the account.
