View User (individual user)
The following sections provide field descriptions for the View User page when entitlements are defined for each individual user account.
User Information
The user information section show the user's login credentials and other information, such as the user's name and email address, associated with the user account.
- 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
The information in the access level section of the pages varies based on whether your company is set up to enter user entitlements individually or if by selecting a user group that contains predefined entitlements.
- 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.
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
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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
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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
Account, Function and Data Service Entitlements
This section identifies the level of entitlements assigned to the group. If Custom is selected, entitlements are defined individually. When Custom is selected the Save and Continue button is enabled. Use the Save and Continue button to access the Entitle User Group page where you can define the individual 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. |
Additional Information
The information in this section shows the account status, if in the approval process, and the last user to modify the account.
