Admin User-Activities

How to Create new users for Login & Transaction using Admin User?

  • Click on Corp Admin->User Maintenance option.
  • Click Create New button.
  • Enter the First name, Last name of the user.
  • Select Menu Profile from dropdown for Login & Transaction (CUSER), Login Only (CVIEW).
  • Select Customer Id Access Indicator, Division Access Indicator
  • Customer ID Access Indicator (applicable in case of corporate having multiple Customer IDs)
    Global Grant access to all accounts under all Customer IDs.
    Local Grant access to all accounts under limited Customer IDs.

    Division Access Indicator (applicable in case of corporate having multiple Divisions)
    Global Grant access to all accounts under all divisions.
    Local Grant access to all accounts under limited divisions.

  • Enter Mobile number (User will receive OTP on this number) and Email ID of the user.
  • Click on Continue button.
  • Enter One Time Password (OTP - received on registered mobile number of Admin User) & click on Submit button to authenticate.
  • User Id will be created.

How to Set password for the new/existing users using Admin User?

  • Select the User for which password(s) is to be set.
  • Click on Set Password.
  • Select Check box(s) for setting of password(s).
  • Enter One Time Password (OTP - received on registered mobile number of Admin User) & click on Submit button to confirm setting of password(s).

How to Update/Delete existing Users using Admin User ?

  Click on Corp Admin->User Maintenance.
    

  • Update:
    •         
    • Select the User for which password(s) is to be set.
    •         
    • Select the User for which details are to be updated.
    •         
    • Click on Update.

  • Delete:
    •         
    • Select the User that is to be deleted.
    •         
    • Click on Delete & click on Submit button to confirm deletion of user.

How to Enable/Disable existing Users using Admin User?

In case User ID/password is disabled due to wrong/incorrect password, then Admin user can enable the password.

  • Click on Corp Admin->User Maintenance
  • Select the User to be enabled.
  • Click on Enable/Disable user.
  • Modify the Flags The ideal combination of the flags are:

  • For Transaction User For View User
    Login Allowed - Yes Login Allowed - Yes
    Transaction Allowed - Yes OTP Allowed - Yes
    Division Access Indicator (applicable in case of corporate having multiple Divisions)
    Global Grant access to all accounts under all divisions.
    Local Grant access to all accounts under limited divisions.

  • Enter One Time Password (OTP) received on registered mobile number of Admin User & click on Submit button to confirm.

How to Enable Transaction Facilities for users through Admin User?

  • Click on Corp Admin->User Maintenance
  • Select the User for which menu(s) is to be enabled.
  • Click More Actions and select Enable /Disable Menu.
  • Select the required menus from Right Side list and move them to Left Side.
  • Click Link/DeLink and on the next page click Submit.

How to Set User Level transaction Limits for users by Admin User?

Limit assigned to the user is the total amount for which user can perform transactions per day.

  • Click on Corp Admin
  • Click on Set Limits.
  • Click on Set Limit for User button..
  • Click on Look Up button.
  • Select User for which the limit is to be set.
  • Enter Overall per day maximum amount and per day no of transactions.
  • Enter Amount Limit and No. of transactions for various types of transactions.
  • Click on Continue
  • Enter One Time Password (OTP) received on registered mobile number of Admin User) & click on Submit

How to Set User Level transaction Limits for users by Admin User?

Limit assigned to the user is the total amount for which user can perform transactions per day.

  • Click on Corp Admin
  • Click on Set Limits.
  • Click on Set Limit for User button..
  • Click on Look Up button.
  • Select User for which the limit is to be set.
  • Enter Overall per day maximum amount and per day no of transactions.
  • Enter Amount Limit and No. of transactions for various types of transactions.
  • Click on Continue
  • Enter One Time Password (OTP) received on registered mobile number of Admin User) & click on Submit

How to set limit on overall no. of Beneficiaries that can be added at corporate level in a day?

  • Click on Corp Admin
  • Click on Set No. of Beneficiaries
  • Enter the value and click on Update button.

How to Create maker-checker rules for various transactions?

Transactions can be performed by single user or through maker-checker, where one User will initiate the transaction and other will approve. Multiple checks can be placed for transactions as per the requirement. The process flow is as under:

  • Creating maker-checker rules :
    • Login with Corporate ID & Admin User.
    • Click on Corp Admin->Transactional support.
    • Select Financial Work Flow Maintenance from Drop-down & click on OK.
    • Click on Add Workflow.
    • Select transaction type for which the role is to be assigned e.g. NEFT.
    • Enter Amount Range e.g. 1 to 100000.
    • Click on Look Up for selecting the Applicable rule.

    • S. No. Financial Workflow Applicable Rule
      1. Single user can perform transaction 1 Final Approver
      2. Two users with maker-checker 1 Approver + 1 Final Approver
      3. Three users with maker, checker, approver 1 Initiator + 1 Approver + 1 Final Approver

    • Click on Continue & Submit to confirm the workflow of transaction.
    • Different Workflows may be created for different type of transactions and for different ranges of amount.

    Please Note: By default, all the users will be authorized for performing transactions as per S. No. 1 above if no workflow has been created.

  • Assigning maker-checker roles to users:
  •   
    • Login with Corporate ID & Admin User.
    • Click on Corp Admin->Transactional support.
    • Select User Role Maintenance from Drop-down & click on OK.
    • Select Role Name i.e. Final Approver/Approver/Initiator.
    • Click on Link Users to Role.
    • Select the User IDs for assigning the role.
    • Click on < symbol, then click on Continue.
    • Enter One Time Password (OTP) received on registered mobile number of Admin User) & click on Submit
    • Above steps to be repeated for each type of roles.

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