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 Using a Model" found in the System Administration
help system.
When adding a customer user who has similar traits and permissions as an existing customer user, you can use the Add User Using a Model function. This provides you with a quick and efficient way to add new users.
To add a customer user using an existing user as a model:
Select Admin from the navigation bar.
Select User to display the User Administration page.
Select the user on which you want to model the new user.
Click 
to display the General
Tab of the Add User Using
a Model page.
The First Name, Last Name, User ID, Phone Number, E-mail, Password, and Re-Enter Password fields are blank for you to enter the information about the new user. The remaining fields contain data from the model user. You can change any of the information.
Type the necessary information about the new user.
Click the Permissions Tab to specify the activities the user will have permission to perform.
The permissions assigned to the model user are automatically assigned to the new user. You can, however, make any necessary changes.
For detailed instructions on assigning permissions, see Maintain a User's Permissions.
When you are done verifying or changing permissions, click Save to create the new user with the specified permissions. The User Administration page displays again with the new user in the table.