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) |
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Global | Grant access to all accounts under all divisions. |
Local | Grant access to all accounts under limited divisions. |
Click on Corp Admin->User Maintenance.
In case User ID/password is disabled due to wrong/incorrect password, then Admin user can enable the password.
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. |
Limit assigned to the user is the total amount for which user can perform transactions per day.
Limit assigned to the user is the total amount for which user can perform transactions per day.
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:
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 |