Edit User Group

The Edit User Group page enables you to change attributes for company user group. A user group contains a set of defined attributes, such as approvals, limits and access level. Users are added to user groups to obtain entitlements to the group's attributes. A user may be added to one or more user groups in order to provide the user all the necessary entitlements to perform their banking activities.

Note: Depending on your company's configuration, additional approval by a second CSA may be required before the change takes effect.

User Group Information

The User Group Information section of the page provides information about the group. This information is displayed on the Manage User Group page, as well as the Create, View and Edit User pages. The purpose of the information is to provide a description of the attributes and entitlements included in the group.

User Group Name: This name is displayed for the group on the Manage User Groups page as well as the Create, View and Edit User pages. Use a name that most closely identifies the attributes and entitlements.
Description: This description is displayed along with the user group name. Enter descriptive information to make it easy to distinguish this group from other groups.

Access Level

The Access Level section includes various access-level entitlements and settings.

Security Level

Either or both of these options:

System administrator – Grants Company 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 your company's configuration. If it is not displayed, this feature is not applicable to your company.

Approvals

Determines whether user assigned to this group 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 select specific approval privileges.

Note: This option does not affect approvals that may be required for user maintenance tasks

Confidential EFD Access

Determines whether access is granted to the user group 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 your company settings required permissions for confidential EFD access. If it is not displayed, this feature is not applicable to your company.

Payment Limits

Determines whether payment limits are set. Unlimited access permits users assigned to the user group to create transactions for any amount up to your company's limits.

Select Set Custom Limits to restrict the user group's amount limits.

Account, Function and Data Service Entitlements

This section is used to indicate the level of entitlements assigned to the user group. If custom is selected, you must define the specific entitlements.

None: The group does not have entitlements to any of the account, functions or data services.
Custom: The group has customized entitlement.; When this option is selected, the custom entitlements must be defined. By default, no entitlements are defined.
Full: The group provides users full access to all associated accounts, functions, and data service entitlements.

If you are not customizing the new user group's entitlements (entitlements selection is either None or Full), click Save. The Manage User Group page appears with the new user group added.
If you are customizing the new user group's entitlements (entitlements selection is Custom), click Save and Continue. The Entitle User Group page appears for you to select customized entitlements for the new user group.