Create User

How to create a new user?
The following steps list the process on how a user can be created in Straight2Bank

Type of Users that can be created through Straight2Bank NextGen's Client Self Administration

1. Operator - ability for users to create transactions
2. Inquirer - ability for users to view and access reports

Step 1: New User Journey.

There are multiple ways to go to the specific 'user creation' journey.

1st Option: Dashboard via the Quick Navigation card

2nd option: via menu

Step 2: The system will reveal the GROUPID the user is entitled with. The user is not permitted to amend any details at this stage

Step 3: Input all user details in the first page

Note: Please be advised that fields listed on the left panel are mandatory, while fields available on the right panel are optional. the user will be advised accordingly.

Step 4: Few fields will be defaulted based on the customer group for users' convenience such as
- User Address will be defaulted to Customer Group's Address
- User Country will be defaulted to Customer Group's Country

Step 5: Select the applicable role(s) you wish to assign to the user. Multiple roles can be selected.

Step 6: Once the required data have been provided, the user has the option of saving the details by selecting SAVE.

Otherwise, the user should select SAVE AND CONTINUE to proceed to the subsequent pages.

Sept 7: The system will prompt the user if it wishes to apply the bank standard default profiles.

Step 8: The applicable profiles available to the user will be presented and the administrator is responsible in selecting the appropriate entitlements. if the user opted to use only bank standard permissions then standard profiles will only be shown.

The user can use the filter function for its convenience

Step 9 : Complete the selection of the require profile(s) you wish to extend to the applicable user(s).

Once the profile assignment is completed, Click on SAVE AND CONTINUE to navigate to the subsequent page.

or select SAVE should the user want to keep the option of keeping the item in DRAFT

Step 10: The next task is assignment of the applicable security device

Physical VASCO Token
Mobile VASCO Token
Others Digital Certificate (India)

The system will reveal the applicable and eligible security devices once the selection of the 'issuer country' is provided.

Step 11 : After asssignment of the security device to the intended user, Click SUBMIT for approval submission. otherwise, save as draft by selecting SAVE.

How to modify an existing user

Step 1: Modifying the access rights of an existing user

There are multiple ways to go to the specific 'user creation' journey.

1st option: Dashboard via the Quick Navigation card

2nd option: via menu

Step 2: the users will be presented with the full list of users. Description and information are also provided in the table to easy navigation:

The user can use the filter function for its convenience

Step 3: Modify the user directly in the screen by selecting function

Step 4: Alternately, the user can locate more details about the user by selecting the hyperlink

select MODIFY to complete modification.

At this point, the user can directly to the particular area of service (Permissions, Documents, Sign Classes and Secuirty Devices) it wishes to modify.

The process in effecting changes will be similar to journeys listed in user creation.

How to repair an existing user

For instances, where the approver requires the administrator to repair the set-up of an intended user.

Listed below are the steps on how to perform these actions

Step 1: Identify the applicable user it intends to send for repair. The applicable set of users are identified and represented through its workflow status "Pending Approval"

Users under this category are easily identifiable through the following:

1. Filter through workflow status by selection of 'Pending Repair'
   
   
   
2. Through Client Self Administration's Pending Task card itemized as 'Pending for Repair'
   
   
   

Step 2: The system will reveal the result.

At this stage, The user can directly indicate its intended action in the summary page by selecting the action icon which will reveal the following screen:

Alternatively, the user can directly select the applicable user. The screen will indicate the reason(s) for the repair request and the user can perform edit by selecting the appropriate action

Step 3: At this stage, the user can select the particular section (Permissions, Documents, Sign Classes and Secuirty Devices) it wishes to modify.

Step 4: After selection of the applicable service section, the user implement the appropriate action(s). The journeys will be similar to user creation

How to approve a new user is created through Client Self Administration

The page outlines the process on how a new user can be authorized for usage

Step 1: Identifying which users are intended for approval

The applicable list of users intended for repair are identified through workflow status

Users under this category are easily identifiable through the following:

1. Filter through workflow status by selection of 'Pending Approval'
   
   
   
2. Though Client Self Administration's Pending Task card itemized as 'Pending Authorization'
   
   
   

Step 2: The system will reveal the result . after the filter is applied

The user can directly indicate its intended action in the summary page by selecting the action icon which will reveal the following screen:

Alternatively, the user can directly click the applicable user. The screen will reveal the user details.

User to select the applicable field

Please be advised the approval flow that your company had requested will be taken into consideration-

• If your group is "Single Controlled" i.e. same administrator can perform both maker & checker actions
• If your group is "Dual Controlled" i.e. maker & checker actions should be performed by two different adminstrators

How to suspend an active user

The page outlines the process on how the administrator can suspend an active user.

Step 1: Identify the applicable active user

Step 2. After the applicable active user has been selected, the administrator should select the icon to initiate action.

The user will be presented with list of actions and is required to select SUSPEND to complete task

A confirmation message will appear to confirm the intended activity. The user is required to select SUSPEND to conitinue

Please be advised the approval flow that your company had requested will be taken into consideration-

• If your group is "Single Controlled" i.e. same administrator can perform both maker & checker actions
• If your group is "Dual Controlled" i.e. maker & checker actions should be performed by two different adminstrators

How to re-activate a suspended user

The page outlines the process on how the assigned administrator is to reactivate a suspended user.

Step 1: Identify the applicable active user

Step 2: After the applicable user has been selected, the administrator should select the icon to initiate action.

The user will be presented with list of actions and is required to select REACTIVATE to complete task

A confirmation message will appear to confirm the intended activity. The user is required to select REACTIVATE to conitinue

Please be advised the approval flow that your company had requested will be taken into consideration-

• If your group is "Single Controlled" i.e. same administrator can perform both maker & checker actions
• If your group is "Dual Controlled" i.e. maker & checker actions should be performed by two different adminstrators

How to unlock a user ?

The page outlines the process on how a user can have its access unlocked.

 Step 1: Identify the applicable active user. Users where its accesses have been locked are identified through user status

Step 2: After the applicable active user has been selected, the administrator should select the icon to initiate action.

The user will be presented with list of actions and is required to select RESET to complete task

A confirmation message will appear to confirm the intended activity. The user is required to select RESET to conitinue

Please be advised the approval flow that your company had requested will be taken into consideration-

• If your group is "Single Controlled" i.e. same administrator can perform both maker & checker actions
• If your group is "Dual Controlled" i.e. maker & checker actions should be performed by two different adminstrators

How to assign a secuirty token to a user?

The page outlines the process on how a user is assigned with a secuirty device/token. The requisite is that users need to be created prior to token assignment.

Step 1: Identify the applicable active user. Tokens that have not been assigned are listed as INITIALSED under token status

Step 2: After the applicable active user has been selected, the administrator should select the icon to initiate action.

The user will be presented with list of actions and is required to select ASSIGN to complete task

The user will need to assign the applicable user they intend to assign the token to

How to unassign and/or retire secuirty tokens?

The page outlines the process on how a user is assigned with a secuirty device/token. The requisite is that users need to be created prior to token assignment.

Unassigning a token affiliated to a user

Step 1: Identify the applicable user you wish to unassign the security token-

Step 2: After the applicable user has been selected, the administrator should select the icon to initiate action.

The user will be presented with list of actions and is required to select UNASSIGN to complete task and user will be prompted for confirmation.

Retiring a token (available to physical issued token(s))

Step 1: Select the applicable token you intend to retire

Step 2: After the applicable token has been selected, the administrator should select the icon to initiate action.

Step 3: To complete the request, the user needs to provide the applicable challenge code provided by its assigned security device. The user will be required to indicate the reason under the 'comments' section.

How to create a custom profile

The page outlines the process on how a custom profile can be created through the Client Administration module

Step 1: Visit menu and navigate to Admin > Create > Profile

Step 2: The applicable user is required to provide a custom name & select the intended role role for which you want to customize the profile.

Step 3: The customize profile needs an existing profile to be refered to, hence, the user is required to locate the closest profile the user wants to reference with. The user can perform this task by using the 'search' function and below are the available criterias:

• by product
• by account number or company id
• via users
• by existing profiles, either bank standard or customized

Step 4: User will be presented with the search result(s) revealing the list of existing profiles matching with the provided search criteria.

The list can be narrowed down by selecting the filer function. The user can click on the profile to extract more details which includes products, services, sub-services, functions & data access associated with that profile

Step 5:  The user can choose one or more(max 5) profiles that you want to take as a reference for the intended custom profile.

The products, services, sub-services, and data access are cloned from the selected profiles and will be shown to the user for further refinement and amendment.

Each product is diplayed and can be expanded to reveal more information.

Accounts and companies linked to the specific service are also listed. At this stage, the user can amend further (ie de-link certain accounts or company) as per intended requirement of the profile.

Step 6:  Upon selection, the user will be asked to review the draft for final review

Step 7:  After reviewing the profile, Click on SUBMIT button for submitting the profile for approval. Click on SAVE for saving the profile in draft mode.

How to amend an existing custom profile

Step 1: Visit menu and navigate to Admin > Manage > Profile

Step 2: The user will be presented with its full list of custom profiles. The user needs to select the applicable profile it intends to perform the action

Step 3: After the applicable active profile has been selected, the administrator should select the icon to initiate action.

Alternatively, you can click on Profile Id hyperlink so that entire profile will be displayed in View mode and the available actions are indicated at the bottom of the page.

Step 4: Once selected, the user can proceed to amend the profile.

Listed are the list of items that can be amended -

1. Profile Name
2. Services and Sub-Services
3. Data Entitlements of Accounts

The user needs to select "save & continue" or "save" to ensure that the intended amendments have been affected.

Step 5: Upon selection, the user will be asked to review the draft for final review. After verification, the user needs to select "submit" action in order for the request to proceed to the approval queue of the designated user.

How to approve an existing custom profile?

Step 1: Visit menu and navigate to Admin > Approve > Profile

Step 2: The user will be presented with its full list of custom profiles requiring approval. The user needs to select the applicable profile it intends to perform the action

Step 3: After the applicable active profile has been selected, the administrator should select the icon to initiate action.

Alternatively, you can click on Profile Id hyperlink so that entire profile will be displayed in View mode and the available actions are indicated at the bottom of the page.

Click APPROVE to proceed

Option for Repair: Should the user requie the customer profile to be amended, it can select 'send for repair' in the action options. The user needs to provide reason at the comments section in order to proceed

Step 4: To complete the request, the user needs to provide the applicable challenge code provided by its assigned security device