These instructions are for the corporate customer user who
has administrative permission to maintain users within their own organization.
If you are an administrative user at a financial institution and you want
to add a user at a corporate customer, use the instructions titled "Add
a Corporate Customer User" found in the System Administration help
system.
To add another user within your organization, you must:
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Add demographic information |
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Grant the user permission to perform specific activities |
The first step in adding a corporate customer user is specifying the user's demographic information. To do this:
Select Admin from the navigation bar.
Select User display the User Administration page.
Click 
to display the General Tab
on the Add User page.
Type the necessary information about the new user.
Click Save to create the user record, or click the Permissions Tab to assign the user permission to use specific accounts for specific activities and, if appropriate, to assign permission to perform administrative activities.
Before a user can perform any transaction related activities in the Cash Management system, they must be assigned permission to use specific accounts for specific activities. They can also be assigned permission to perform administrative activities. To do this:
Click the Permissions Tab on the Add User page.
Along the bottom of the Permissions Tab, a tab displays for each service to which your organization subscribes. When you click a service, the information on the page changes to reflect the activities/accounts associated with the selected service.
To grant permissions for Administration activities, click the Administration tab. To grant permissions for all other services, skip to the next step.
There are different ways to select the administrative activities the user has permission to perform.
To select activities individually, select the activity in the Available box and click Add. The selected activity now displays in the Assigned box. Repeat this for each activity you want to select. Please note that any activity that displays indented under the selected activity is assigned to the user and also displays in the Assigned box.
To select all the activities associated with a specific service, select the service in the Available box and then click Add. All the activities that display indented under the selected service now display in the Assigned box.
To select all available services and activities, click Add All. All services and activities now display in the Assigned box.
To remove previously assigned activities, select the activity in the Assigned box and click Remove. To remove all previously assigned activities, click Remove All. The selected activity(s) is no longer assigned to the user and now displays in the Available box. Please note that any activity that displays indented under the activity you select is also removed from the user and displays in the Available box.
To grant permissions for non-administration services (Check Management, Balance Reporting, etc.), click the tab associated with the service you want to grant permissions for. The information on the page changes to reflect those of the selected service.
For each activity you want the user to have permission to perform, click the check box in the intersecting cell on the row for the account(s) that can be used for the activity.
If you want the user to have permission to use a specific account for all available activities, select the account, right click, and select Select All.
If the activity is available to the account but not assigned to the user, the intersecting cell is blank and accessible. The intersecting cell is grayed out and not accessible if the financial institution does not subscribe to the activity or the activity is not permitted to the account based on its account type.
When setting accounts for the Balance Reporting Service, be sure to click the Welcome Page Account option if you wish information for that account to be included in the data displayed on the user's welcome page when they log on to the system.
When you are done assigning permissions, click Save to update the user's permissions. The User Administration page displays again with the new user in the table.
Remember to review/edit the Service Parameters assigned to a user to ensure that the dollar limits for assigned applications are correct for a selected user. Refer to the Service Parameters Help topic.
